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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 %
AMIM
801
Aull & Monroe Investment Management
Alabama
$1.65M -$36.3K -314 -2%
RFWA
802
RPg Family Wealth Advisory
Massachusetts
$1.65M +$1.63M +14,100 +8,981%
SC
803
Savant Capital
Illinois
$1.65M -$23K -199 -1%
FFG
804
Fortem Financial Group
California
$1.64M +$102K +879 +7%
FHB
805
First Hawaiian Bank
Hawaii
$1.64M -$462 -4 -0%
CAMG
806
CWA Asset Management Group
Florida
$1.63M -$104K -898 -6%
SMH
807
Sanders Morris Harris
Texas
$1.63M – – –
FNBT
808
FineMark National Bank & Trust
Florida
$1.63M -$206K -1,784 -11%
LRPA
809
L. Roy Papp & Associates
Arizona
$1.63M -$7.04K -61 -0.4%
FHA
810
Flagship Harbor Advisors
Massachusetts
$1.63M +$69K +598 +4%
Loomis, Sayles & Company
811
Loomis, Sayles & Company
Massachusetts
$1.63M -$5.54K -48 -0.3%
RA
812
RFG Advisory
Alabama
$1.62M +$77.8K +674 +5%
CFG
813
Citizens Financial Group
Rhode Island
$1.62M +$134K +1,159 +9%
CCG
814
Cypress Capital Group
Florida
$1.62M +$380K +3,291 +31%
Tudor Investment Corp
815
Tudor Investment Corp
Connecticut
$1.62M +$1.62M +13,992 New
PFSC
816
Peoples Financial Services Corp
Pennsylvania
$1.61M -$224K -1,940 -12%
ST
817
Spinnaker Trust
Maine
$1.61M -$57.2K -495 -3%
PCA
818
Providence Capital Advisors
North Carolina
$1.61M -$12.6K -109 -0.8%
SRC
819
Shufro Rose & Co
New York
$1.6M -$20.4K -177 -1%
IMPI
820
Ilmarinen Mutual Pension Insurance
Finland
$1.6M – – –
LNWWM
821
Laird Norton Wetherby Wealth Management
California
$1.6M +$150K +1,297 +10%
GAMC
822
Garner Asset Management Corp
Texas
$1.59M +$56.9K +493 +4%
BCM
823
Bayesian Capital Management
New York
$1.59M +$1.59M +13,784 New
MAFM
824
Mid Atlantic Financial Management
Pennsylvania
$1.59M -$176K -1,523 -10%
ECM
825
ETrade Capital Management
Virginia
$1.59M +$599K +5,185 +61%
31 32
33
34 35