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IBM
IBM

Overview Fund Activity

1,987 hedge funds and large institutions have $62.1B invested in IBM in 2020 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 825 increasing their positions, 769 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,987
Holders Change
+20
Holders Change %
+1.02%
% of All Funds
40.84%
Holding in Top 10
44
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.38%
% of All Funds
0.9%
New
154
Increased
825
Reduced
769
Closed
114
Calls
$1.42B
Puts
$1.65B
Net Calls
-$228M
Net Calls Change
+$14.8M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$566M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$506M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$243M
4
Franklin Resources
Franklin Resources
California
+$149M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$84.2M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$478M
2
Victory Capital Management
Victory Capital Management
Texas
-$167M
3
BlackRock
BlackRock
New York
-$127M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$109M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
776
Matthew Goff Investment Advisor
Texas
$1.75M +$1.85K +16 +0.1%
FWM
777
Frontier Wealth Management
Missouri
$1.75M +$264K +2,286 +18%
PI
778
Pettee Investors
Connecticut
$1.75M +$99.6K +863 +6%
ZIG
779
Zurich Insurance Group
Switzerland
$1.74M – – –
JFL
780
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.73M -$66.2K -574 -4%
CIAS
781
Capital Investment Advisory Services
North Carolina
$1.73M +$295K +2,557 +21%
CFA
782
Carroll Financial Associates
North Carolina
$1.71M +$292K +2,533 +21%
EH
783
Employers Holdings
Nevada
$1.71M +$13.3K +115 +0.8%
PPSG
784
Princeton Portfolio Strategies Group
New Jersey
$1.71M -$50.8K -440 -3%
SIM
785
Sonora Investment Management
Arizona
$1.71M +$275K +2,379 +19%
DSC
786
Duncker Streett & Co
Missouri
$1.7M -$377K -3,270 -18%
EI
787
EDMP Inc
Florida
$1.7M -$122K -1,059 -7%
NC
788
NovaPoint Capital
Georgia
$1.7M +$63.6K +551 +4%
SB
789
Simmons Bank
Arkansas
$1.7M +$279K +2,421 +20%
Walleye Trading
790
Walleye Trading
New York
$1.7M +$1.7M +14,713 New
BFO
791
Boston Family Office
Massachusetts
$1.7M -$61.9K -536 -4%
PFS
792
Prospera Financial Services
Texas
$1.7M +$142K +1,298 +9%
WAM
793
Weatherly Asset Management
California
$1.69M -$112K -968 -6%
MPI
794
Mairs & Power Inc
Minnesota
$1.69M -$197K -1,705 -10%
NA
795
Navellier & Associates
Nevada
$1.69M -$12K -104 -0.7%
WSTAM
796
Wilbanks Smith & Thomas Asset Management
Virginia
$1.68M -$54K -468 -3%
ACM
797
AlphaCrest Capital Management
New York
$1.68M -$602K -5,212 -26%
BBNA
798
Bremer Bank National Association
Minnesota
$1.67M +$50.9K +441 +3%
GLA
799
Great Lakes Advisors
Illinois
$1.67M +$34.5K +299 +2%
NSIM
800
North Star Investment Management
Illinois
$1.66M -$571K -4,947 -26%
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