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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 %
CWM
851
Centric Wealth Management
Illinois
$1.44M -$304K -2,241 -17%
SPC
852
Stewart & Patten Company
California
$1.44M -$79.3K -682 -5%
MIC
853
Meridian Investment Counsel
California
$1.44M – – –
CNC
854
Citizens & Northern Corp
Pennsylvania
$1.43M -$17.3K -149 -1%
TEE
855
Tibra Equities Europe
United Kingdom
$1.42M +$1.42M +12,238 New
TA
856
Townsend & Associates
Colorado
$1.42M -$219K -1,789 -13%
KIA
857
KCM Investment Advisors
California
$1.42M -$400K -3,439 -22%
AF
858
Advisornet Financial
Minnesota
$1.42M +$29K +249 +2%
SC
859
Schulhoff & Co
Ohio
$1.41M – – –
KPW
860
Kore Private Wealth
New York
$1.41M +$78.4K +674 +6%
OPTFSNA
861
Old Point Trust & Financial Services N A
Virginia
$1.41M – – –
BP
862
BBR Partners
New York
$1.41M +$271K +2,330 +24%
UCMOK
863
United Capital Management of KS
Kansas
$1.4M +$39.8K +342 +3%
JLBC
864
J.L. Bainbridge & Co
Florida
$1.4M +$1.4M +12,034 New
VFPI
865
Vantage Financial Partners (Illinois)
Illinois
$1.39M – – –
PAM
866
Pegasus Asset Management
New York
$1.39M +$10.5K +90 +0.8%
TC
867
Truvestments Capital
Florida
$1.39M -$147K -1,266 -10%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
868
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.39M +$1.37M +11,820 +13,744%
SC
869
Sawyer & Company
Massachusetts
$1.38M -$44.4K -382 -3%
IBOK
870
Independence Bank of Kentucky
Kentucky
$1.38M +$120K +1,030 +10%
MCIA
871
Mountain Capital Investment Advisors
Colorado
$1.38M +$1.38M +11,329 New
SBL
872
Sargent Bickham Lagudis
Colorado
$1.37M +$52.4K +451 +4%
LRPA
873
L. Roy Papp & Associates
Arizona
$1.37M -$270K -2,317 -16%
NERM
874
New England Research & Management
Illinois
$1.36M +$212K +1,825 +18%
NHC
875
Nicholas Hoffman & Company
Georgia
$1.36M +$5.12K +44 +0.4%
33 34
35
36 37