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IBM
IBM

Overview Fund Activity

1,984 hedge funds and large institutions have $61.7B invested in IBM in 2020 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 791 increasing their positions, 818 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,984
Holders Change
-3
Holders Change %
-0.15%
% of All Funds
40.14%
Holding in Top 10
39
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.36%
% of All Funds
0.79%
New
118
Increased
791
Reduced
818
Closed
103
Calls
$1.46B
Puts
$1.76B
Net Calls
-$302M
Net Calls Change
-$73.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$238M
2
Franklin Resources
Franklin Resources
California
+$180M
3
Morgan Stanley
Morgan Stanley
New York
+$80.1M
4
N
Natixis
France
+$75.1M
5
IFP
Independent Franchise Partners
United Kingdom
+$75M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$545M
2
Ameriprise
Ameriprise
Minnesota
-$171M
3
KCM
Kensico Capital Management
Connecticut
-$138M
4
State Street
State Street
Massachusetts
-$113M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCA
826
Windsor Creek Advisors
Vermont
$1.52M +$824K +7,082 +119%
EWM
827
Empirical Wealth Management
Washington
$1.51M -$61.1K -525 -4%
IB
828
Intrust Bank
Kansas
$1.51M -$52.7K -453 -3%
WIC
829
Whitegate Investment Counselors
New Hampshire
$1.51M – – –
LCC
830
Lincoln Capital Corp
Rhode Island
$1.5M -$10.4K -89 -0.7%
TCM
831
Teza Capital Management
Illinois
$1.5M +$1.5M +12,861 New
AWM
832
Aries Wealth Management
Maine
$1.49M -$60.9K -523 -4%
GIM
833
Guild Investment Management
California
$1.49M -$20K -172 -1%
Loomis, Sayles & Company
834
Loomis, Sayles & Company
Massachusetts
$1.48M -$156K -1,340 -10%
UH
835
Unigestion Holding
Switzerland
$1.48M – – –
WAM
836
Weatherly Asset Management
California
$1.48M -$229K -1,971 -13%
HH
837
Hilltop Holdings
Texas
$1.47M +$493K +4,243 +51%
Wealth Enhancement Advisory Services
838
Wealth Enhancement Advisory Services
Minnesota
$1.47M -$2.72M -22,327 -65%
PFSC
839
Peoples Financial Services Corp
Pennsylvania
$1.46M -$165K -1,415 -10%
AT
840
Arden Trust
Delaware
$1.46M +$63.8K +548 +5%
RHBC
841
R.H. Bluestein & Co
Michigan
$1.46M -$33.5K -288 -2%
WSCM
842
Wellington Shields Capital Management
New York
$1.46M +$116 +1 +0%
SSB
843
Sandy Spring Bank
Maryland
$1.46M +$17.7K +152 +1%
MBT
844
Montecito Bank & Trust
California
$1.46M +$85.7K +737 +6%
SWRP
845
Summit Wealth & Retirement Planning
California
$1.45M – – –
EF
846
Exeter Financial
Arizona
$1.45M +$40.7K +350 +3%
NFG
847
Next Financial Group
Texas
$1.45M -$12.2K -105 -0.8%
GFA
848
Gifford Fong Associates
California
$1.45M – – –
BFO
849
Boston Family Office
Massachusetts
$1.45M -$264K -2,272 -15%
ACS
850
Archford Capital Strategies
Illinois
$1.44M +$4.77K +41 +0.3%
32 33
34
35 36