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IBM
IBM

Overview Fund Activity

2,126 hedge funds and large institutions have $63.8B invested in IBM in 2020 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 754 increasing their positions, 892 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,126
Holders Change
+142
Holders Change %
+7.16%
% of All Funds
37.72%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.62%
New
271
Increased
754
Reduced
892
Closed
95
Calls
$1.69B
Puts
$2.11B
Net Calls
-$417M
Net Calls Change
-$115M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$297M
2
Franklin Resources
Franklin Resources
California
+$268M
3
Two Sigma Investments
Two Sigma Investments
New York
+$178M
4
BlackRock
BlackRock
New York
+$167M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$161M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$542M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$263M
3
Barclays
Barclays
United Kingdom
-$219M
4
State Street
State Street
Massachusetts
-$131M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCAI
851
Members Capital Advisors Inc
Wisconsin
$1.59M – – –
RIA
852
Regal Investment Advisors
Michigan
$1.59M +$1.59M +13,230 New
SBSB
853
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.59M +$3.37K +28 +0.2%
WA
854
WESPAC Advisors
California
$1.58M +$561K +4,664 +55%
ACS
855
Archford Capital Strategies
Illinois
$1.57M +$47.1K +383 +3%
NA
856
NewEdge Advisors
Louisiana
$1.57M -$2.74M -22,745 -64%
NA
857
Navellier & Associates
Nevada
$1.56M -$119K -992 -7%
HFS
858
Hantz Financial Services
Michigan
$1.56M -$7.22K -60 -0.5%
BPA
859
Beacon Pointe Advisors
California
$1.56M +$732K +6,077 +89%
RA
860
RFG Advisory
Alabama
$1.55M -$252K -2,049 -14%
SWRP
861
Summit Wealth & Retirement Planning
California
$1.55M +$50.3K +418 +3%
WDC
862
Woodward Diversified Capital
California
$1.55M +$1.55M +12,847 New
AWM
863
Aries Wealth Management
Maine
$1.54M -$30.8K -251 -2%
CI
864
Conning Inc
Connecticut
$1.54M -$79.4K -660 -5%
CMTU
865
Capital Markets Trading (UK)
United Kingdom
$1.53M -$3.23M -26,859 -68%
Loomis, Sayles & Company
866
Loomis, Sayles & Company
Massachusetts
$1.53M -$2.05K -17 -0.1%
ESB
867
Essex Savings Bank
Connecticut
$1.53M -$51K -424 -3%
SP
868
SWS Partners
Ohio
$1.53M +$201K +1,671 +15%
CNC
869
Citizens & Northern Corp
Pennsylvania
$1.52M +$46.5K +386 +3%
CG
870
Cutler Group
California
$1.52M +$1.07M +8,934 +244%
EF
871
Exeter Financial
Arizona
$1.51M +$14.3K +119 +1%
UCMOK
872
United Capital Management of KS
Kansas
$1.51M +$61.3K +509 +4%
BJL
873
Brighton Jones LLC
Washington
$1.51M -$119K -987 -7%
TFM
874
TFC Financial Management
Massachusetts
$1.51M -$125K -1,039 -8%
GIM
875
Guild Investment Management
California
$1.51M -$26.5K -220 -2%
33 34
35
36 37