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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 %
IB
826
Intrust Bank
Kansas
$1.39M +$137K +1,293 +11%
SGA
827
Strategic Global Advisors
California
$1.39M -$4.5M -42,388 -76%
TPCW
828
TD Private Client Wealth
New York
$1.39M +$84.8K +800 +7%
RHBC
829
R.H. Bluestein & Co
Michigan
$1.39M -$29.7K -280 -2%
HFS
830
Hantz Financial Services
Michigan
$1.39M +$1.39M +13,073 New
HB
831
Homrich & Berg
Georgia
$1.38M +$341K +3,215 +33%
CNC
832
Citizens & Northern Corp
Pennsylvania
$1.38M +$120K +1,127 +10%
KWM
833
Kingsview Wealth Management
Oregon
$1.38M +$554K +5,223 +67%
KOCAA
834
Knights of Columbus Asset Advisors
Connecticut
$1.37M +$1.37M +12,946 New
WIC
835
Whitegate Investment Counselors
New Hampshire
$1.37M -$44.3K -418 -3%
CFG
836
Citizens Financial Group
Rhode Island
$1.37M -$39K -368 -3%
GIC
837
Gantzert Investment Company
Illinois
$1.37M -$34.5K -325 -2%
FWM
838
Frontier Wealth Management
Missouri
$1.36M +$771K +7,276 +131%
DWT
839
Dorsey & Whitney Trust
South Dakota
$1.36M +$35.2K +332 +3%
CI
840
CX Institutional
Indiana
$1.36M +$1.29M +12,195 +2,053%
RBC
841
Roble Belko & Company
Pennsylvania
$1.35M +$1.11M +10,425 +456%
AT
842
Arden Trust
Delaware
$1.34M -$24K -226 -2%
WC
843
Weil Company
California
$1.34M +$265K +2,499 +25%
LNWWM
844
Laird Norton Wetherby Wealth Management
California
$1.33M -$611K -5,759 -31%
EHWM
845
Eads & Heald Wealth Management
Georgia
$1.33M -$7.64K -72 -0.6%
SC
846
Sawyer & Company
Massachusetts
$1.33M -$29.5K -278 -2%
GFA
847
Gifford Fong Associates
California
$1.32M – – –
WB
848
Webster Bank
Connecticut
$1.32M +$60.1K +567 +5%
SWRP
849
Summit Wealth & Retirement Planning
California
$1.32M – – –
CIAS
850
Capital Investment Advisory Services
North Carolina
$1.32M +$695K +6,549 +112%
32 33
34
35 36