IBM icon

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 %
CFA
876
Camarda Financial Advisors
Florida
$1.27M -$157K -1,484 -11%
OEP
877
Ocean Endowment Partners
Illinois
$1.27M – – –
BC
878
Brinker Capital
Pennsylvania
$1.27M +$60.4K +569 +5%
ESB
879
Essex Savings Bank
Connecticut
$1.27M -$59.4K -560 -4%
AA
880
Ancora Advisors
Ohio
$1.27M -$12.7K -120 -1%
CA
881
Corrado Advisors
New Jersey
$1.27M -$6.68K -63 -0.5%
M
882
Mirova
France
$1.26M +$619K +5,835 +96%
PAM
883
Pegasus Asset Management
New York
$1.26M +$11.9K +112 +1%
FC
884
Forte Capital
New York
$1.25M -$45.2K -426 -3%
CL
885
Choreo LLC
Illinois
$1.24M -$176K -1,656 -12%
HVIA
886
Hudson Valley Investment Advisors
New York
$1.24M -$44.6K -420 -3%
SBL
887
Sargent Bickham Lagudis
Colorado
$1.24M +$66.2K +624 +6%
CCP
888
Corient Capital Partners
California
$1.23M -$6.9K -65 -0.6%
GC
889
Gratus Capital
Georgia
$1.23M -$13.4K -126 -1%
WEC
890
Winslow Evans & Crocker
Massachusetts
$1.23M +$418K +3,937 +52%
MIC
891
Meridian Investment Counsel
California
$1.23M +$243K +2,291 +25%
MBT
892
Montecito Bank & Trust
California
$1.22M -$66K -622 -5%
O
893
Ossiam
France
$1.22M -$32.3M -304,139 -96%
LWCFA
894
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.22M -$75.1K -708 -6%
FAB
895
First American Bank
Illinois
$1.22M +$320K +3,014 +35%
FFA
896
First Foundation Advisors
California
$1.22M +$625K +5,895 +105%
Millennium Management
897
Millennium Management
New York
$1.22M -$768K -7,245 -39%
KPW
898
Kore Private Wealth
New York
$1.22M +$39.9K +376 +3%
SGCA
899
Steel Grove Capital Advisors
Tennessee
$1.22M +$185K +1,740 +18%
REMPR
900
Roof Eidam Maycock Peralta (REMP)
California
$1.21M -$5.52K -52 -0.5%
34 35
36
37 38