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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 %
SWIG
851
Strategic Wealth Investment Group
Kentucky
$1.31M +$249K +2,350 +23%
SIM
852
Sonora Investment Management
Arizona
$1.31M +$404K +3,811 +44%
WSCM
853
Wellington Shields Capital Management
New York
$1.31M -$147K -1,386 -10%
VAM
854
Verity Asset Management
North Carolina
$1.31M +$8.8K +83 +0.7%
SSB
855
Sandy Spring Bank
Maryland
$1.31M -$108K -1,015 -8%
KFP
856
KMG Fiduciary Partners
Ohio
$1.31M +$60.5K +570 +5%
ACS
857
Archford Capital Strategies
Illinois
$1.31M +$38.9K +367 +3%
OWD
858
Osborn Williams & Donohoe
Ohio
$1.3M -$136K -1,283 -9%
SB
859
Simmons Bank
Arkansas
$1.3M +$566K +5,341 +77%
CFA
860
Carroll Financial Associates
North Carolina
$1.3M -$15.1K -142 -1%
LSA
861
L & S Advisors
California
$1.29M +$1.29M +12,201 New
PAM
862
Premier Asset Management
Illinois
$1.29M +$59.3K +559 +5%
NFG
863
Next Financial Group
Texas
$1.29M +$344K +3,241 +36%
TW
864
TrinityPoint Wealth
Connecticut
$1.29M +$715K +6,742 +124%
SCP
865
Syntal Capital Partners
Texas
$1.29M +$478K +4,509 +59%
OPTFSNA
866
Old Point Trust & Financial Services N A
Virginia
$1.29M -$11.8K -111 -0.9%
SC
867
Schulhoff & Co
Ohio
$1.29M – – –
BCM
868
Brookstone Capital Management
Illinois
$1.29M -$2.35M -22,174 -65%
JHCP
869
Jackson Hole Capital Partners
Oklahoma
$1.29M -$146K -1,380 -10%
EF
870
Exeter Financial
Arizona
$1.28M +$37.2K +351 +3%
PFS
871
Physicians Financial Services
North Carolina
$1.28M -$16.6K -157 -1%
SBWM
872
Sunflower Bank Wealth Management
Arizona
$1.28M +$80.9K +763 +7%
LAM
873
L2 Asset Management
Massachusetts
$1.28M -$122K -1,148 -9%
BCP
874
Blackhawk Capital Partners
Wisconsin
$1.27M +$14.1K +110 +1%
VFPI
875
Vantage Financial Partners (Illinois)
Illinois
$1.27M +$16.6K +157 +1%
33 34
35
36 37