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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 %
AMG
826
Advisors Management Group
Wisconsin
$1.58M +$1.04M +9,043 +194%
FMWA
827
Forvis Mazars Wealth Advisors
Missouri
$1.57M +$610K +5,288 +64%
SBSB
828
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.56M -$43.6K -378 -3%
EWM
829
Empirical Wealth Management
Washington
$1.56M -$56.1K -486 -3%
Wolverine Trading
830
Wolverine Trading
Illinois
$1.56M -$556K -4,853 -26%
RG
831
Rikoon Group
New Mexico
$1.56M – – –
RE
832
RBC Europe
United Kingdom
$1.55M +$6.47K +56 +0.4%
IB
833
Intrust Bank
Kansas
$1.55M +$32.7K +283 +2%
TA
834
Townsend & Associates
Colorado
$1.55M +$1.55M +13,428 New
AWM
835
Aries Wealth Management
Maine
$1.54M -$23K -199 -1%
HFS
836
Hantz Financial Services
Michigan
$1.54M +$27.1K +235 +2%
CG
837
Colony Group
Massachusetts
$1.53M -$125K -1,082 -8%
CCWA
838
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.53M +$1.53M +13,238 New
CI
839
Conning Inc
Connecticut
$1.53M -$58.5K -507 -4%
TC
840
Truvestments Capital
Florida
$1.52M +$357K +3,093 +31%
NL
841
NWAM LLC
Washington
$1.52M +$414K +3,587 +37%
CFSG
842
Clark Financial Services Group
Missouri
$1.51M +$1.51M +11,215 New
SCP
843
Stamos Capital Partners
California
$1.51M -$1.19M -10,270 -44%
MMA
844
Miracle Mile Advisors
California
$1.51M -$296K -2,564 -16%
SPC
845
Stewart & Patten Company
California
$1.5M -$390K -3,382 -21%
JHCP
846
Jackson Hole Capital Partners
Oklahoma
$1.5M +$105K +910 +8%
LCC
847
Lincoln Capital Corp
Rhode Island
$1.5M +$201K +1,744 +16%
GIM
848
Guild Investment Management
California
$1.5M -$153K -1,329 -9%
WIC
849
Whitegate Investment Counselors
New Hampshire
$1.49M – – –
WIS
850
Wright Investors Service
Connecticut
$1.49M -$1.77M -15,287 -54%
32 33
34
35 36