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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 %
GAM
851
Grandview Asset Management
Pennsylvania
$1.49M +$1.49M +12,894 New
CWM
852
Centric Wealth Management
Illinois
$1.49M +$259K +2,241 +21%
RHBC
853
R.H. Bluestein & Co
Michigan
$1.48M -$28.2K -244 -2%
PCA
854
Personal Capital Advisors
California
$1.48M -$213K -1,847 -13%
CPO
855
Cerity Partners OCIO
New York
$1.47M -$1.84M -15,961 -56%
UH
856
Unigestion Holding
Switzerland
$1.47M -$2.15M -18,647 -59%
KFP
857
KMG Fiduciary Partners
Ohio
$1.45M +$24.2K +210 +2%
NFG
858
Next Financial Group
Texas
$1.45M +$40.5K +351 +3%
WSCM
859
Wellington Shields Capital Management
New York
$1.45M +$18.1K +157 +1%
SCP
860
Syntal Capital Partners
Texas
$1.45M +$41.2K +357 +3%
SWRP
861
Summit Wealth & Retirement Planning
California
$1.44M +$6.12K +53 +0.4%
FAIM
862
Financial Advocates Investment Management
Washington
$1.44M +$209K +1,812 +17%
GFA
863
Gifford Fong Associates
California
$1.44M – – –
CNC
864
Citizens & Northern Corp
Pennsylvania
$1.43M -$63.7K -552 -4%
Assenagon Asset Management
865
Assenagon Asset Management
Luxembourg
$1.43M +$1.16M +10,037 +428%
ACS
866
Archford Capital Strategies
Illinois
$1.43M +$7.04K +61 +0.5%
SSB
867
Sandy Spring Bank
Maryland
$1.43M +$1.39K +12 +0.1%
MIC
868
Meridian Investment Counsel
California
$1.42M +$90.6K +785 +7%
TW
869
TrinityPoint Wealth
Connecticut
$1.42M +$10.4K +90 +0.7%
WB
870
Webster Bank
Connecticut
$1.42M -$21.9K -190 -2%
SC
871
Sawyer & Company
Massachusetts
$1.41M -$36.3K -314 -2%
SC
872
Schulhoff & Co
Ohio
$1.4M – – –
GIA
873
Gateway Investment Advisers
Ohio
$1.4M -$210K -1,820 -13%
OPTFSNA
874
Old Point Trust & Financial Services N A
Virginia
$1.4M – – –
EF
875
Exeter Financial
Arizona
$1.4M +$808 +7 +0.1%
33 34
35
36 37