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IBM
IBM

Overview Fund Activity

1,967 hedge funds and large institutions have $56.6B invested in IBM in 2020 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 847 increasing their positions, 784 reducing their positions, and 215 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,967
Holders Change
-104
Holders Change %
-5.02%
% of All Funds
43.45%
Holding in Top 10
52
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.33%
% of All Funds
1.15%
New
142
Increased
847
Reduced
784
Closed
215
Calls
$1.48B
Puts
$1.72B
Net Calls
-$243M
Net Calls Change
+$469M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$456M
2
Charles Schwab
Charles Schwab
California
+$395M
3
IFP
Independent Franchise Partners
United Kingdom
+$385M
4
Capital World Investors
Capital World Investors
California
+$306M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$279M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$406M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$216M
3
Renaissance Technologies
Renaissance Technologies
New York
-$207M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$193M
5
Goldman Sachs
Goldman Sachs
New York
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMIM
776
Aull & Monroe Investment Management
Alabama
$1.55M +$33.3K +314 +2%
BG
777
Bahl & Gaynor
Ohio
$1.55M +$275K +2,595 +22%
ET
778
Equitable Trust
Tennessee
$1.54M -$67.6K -637 -4%
CA
779
Clearstead Advisors
Ohio
$1.53M -$254K -2,398 -14%
LJAC
780
L.J. Altfest & Co
New York
$1.53M +$311K +2,935 +25%
SC
781
Savant Capital
Illinois
$1.53M +$403K +3,797 +36%
ST
782
Spinnaker Trust
Maine
$1.53M +$4.77K +45 +0.3%
PAM
783
Peninsula Asset Management
Florida
$1.53M +$188K +1,771 +14%
KCPG
784
Kavar Capital Partners Group
Kansas
$1.53M +$1.29M +12,186 +553%
JG
785
Jefferies Group
New York
$1.53M -$1.9M -17,926 -55%
CG
786
Colony Group
Massachusetts
$1.52M -$256K -2,409 -14%
LWM
787
Laidlaw Wealth Management
New York
$1.52M +$114K +1,072 +8%
GIM
788
Guild Investment Management
California
$1.51M -$153K -1,443 -9%
PI
789
Pettee Investors
Connecticut
$1.51M -$55.5K -523 -4%
FHB
790
First Hawaiian Bank
Hawaii
$1.51M +$171K +1,614 +13%
PFS
791
Prospera Financial Services
Texas
$1.5M -$83.2K -785 -5%
NC
792
NovaPoint Capital
Georgia
$1.5M +$1.3M +12,247 +632%
LRPA
793
L. Roy Papp & Associates
Arizona
$1.5M -$33.3K -314 -2%
GLA
794
Great Lakes Advisors
Illinois
$1.5M -$169K -1,592 -10%
Loomis, Sayles & Company
795
Loomis, Sayles & Company
Massachusetts
$1.5M +$1.35M +12,724 +908%
CBN
796
Cadence Bank NA
Texas
$1.5M -$114K -1,071 -7%
IEFM
797
IQ EQ Fund Management
Ireland
$1.49M +$4.45K +42 +0.3%
BBNA
798
Bremer Bank National Association
Minnesota
$1.49M +$225K +2,118 +18%
IC
799
IEQ Capital
California
$1.49M +$534K +5,037 +56%
SRC
800
Shufro Rose & Co
New York
$1.49M -$95.9K -905 -6%
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