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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 %
TNB
801
TCF National Bank
South Dakota
$1.49M -$31.8K -300 -2%
PCA
802
Providence Capital Advisors
North Carolina
$1.49M +$55.6K +524 +4%
VFA
803
Voya Financial Advisors
Connecticut
$1.48M -$36.2K -335 -2%
EWM
804
Empirical Wealth Management
Washington
$1.48M +$55.4K +522 +4%
GIA
805
Gateway Investment Advisers
Ohio
$1.48M -$36M -339,318 -96%
CAG
806
Crestwood Advisors Group
Massachusetts
$1.48M -$15.3K -144 -1%
NFC
807
Northeast Financial Consultants
Connecticut
$1.48M +$78.7K +742 +6%
SBSB
808
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.47M +$16.3K +154 +1%
MWM
809
Meridian Wealth Management
Kentucky
$1.47M +$1.09M +10,311 +287%
IMPI
810
Ilmarinen Mutual Pension Insurance
Finland
$1.47M – – –
CI
811
Conning Inc
Connecticut
$1.46M -$37.4M -352,767 -96%
MIM
812
Marco Investment Management
Georgia
$1.45M +$111K +1,048 +8%
CWM
813
Centric Wealth Management
Illinois
$1.44M -$110K -812 -7%
DIP
814
DT Investment Partners
Pennsylvania
$1.44M -$3.58M -33,755 -71%
Two Sigma Investments
815
Two Sigma Investments
New York
$1.43M -$65.1M -613,855 -98%
VCA
816
Verdence Capital Advisors
Maryland
$1.43M +$26.5K +250 +2%
FHA
817
Flagship Harbor Advisors
Massachusetts
$1.43M +$123K +1,158 +9%
PTC
818
Philadelphia Trust Company
Pennsylvania
$1.43M -$422K -3,975 -23%
RG
819
Rikoon Group
New Mexico
$1.43M -$41.7K -393 -3%
RE
820
RBC Europe
United Kingdom
$1.42M +$120K +1,127 +9%
AWM
821
Aries Wealth Management
Maine
$1.42M -$12.9K -123 -0.9%
RA
822
RFG Advisory
Alabama
$1.42M +$130K +1,224 +10%
FFG
823
Fortem Financial Group
California
$1.41M +$385K +3,629 +37%
GAMC
824
Garner Asset Management Corp
Texas
$1.41M +$51K +481 +4%
PCA
825
Personal Capital Advisors
California
$1.41M +$191K +1,982 +16%
31 32
33
34 35