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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 %
KPW
876
Kore Private Wealth
New York
$1.51M +$47.5K +395 +3%
ED
877
Exane Derivatives
France
$1.5M -$254K -2,109 -14%
GFA
878
Gifford Fong Associates
California
$1.5M – – –
SBL
879
Sargent Bickham Lagudis
Colorado
$1.5M +$78K +648 +5%
AIA
880
Affinity Investment Advisors
California
$1.5M -$2.43M -20,237 -62%
SCA
881
Sippican Capital Advisors
Massachusetts
$1.49M -$485K -4,028 -24%
WIC
882
Whitegate Investment Counselors
New Hampshire
$1.49M -$62.9K -523 -4%
MIC
883
Meridian Investment Counsel
California
$1.49M +$6.26K +52 +0.4%
DWM
884
Darwin Wealth Management
Florida
$1.49M -$553K -4,596 -27%
MBT
885
Montecito Bank & Trust
California
$1.49M -$19.6K -163 -1%
MWM
886
Modera Wealth Management
New Jersey
$1.48M +$281K +2,333 +23%
Wealth Enhancement Advisory Services
887
Wealth Enhancement Advisory Services
Minnesota
$1.48M +$491 +4 +0%
TC
888
Truvestments Capital
Florida
$1.48M +$39.1K +325 +3%
NFG
889
Next Financial Group
Texas
$1.47M -$26.2K -218 -2%
FAIM
890
Financial Advocates Investment Management
Washington
$1.47M -$138K -1,150 -9%
AA
891
AlphaMark Advisors
Kentucky
$1.47M -$191K -1,588 -12%
IB
892
Intrust Bank
Kansas
$1.46M -$103K -859 -7%
PAM
893
Pegasus Asset Management
New York
$1.46M +$21.1K +175 +1%
AT
894
Arden Trust
Delaware
$1.46M -$52.5K -436 -3%
FC
895
Forte Capital
New York
$1.46M +$224K +1,859 +18%
SNBOSCI
896
Security National Bank of Sioux City Iowa
Iowa
$1.45M +$168K +1,396 +13%
GW
897
GW & Wade
Massachusetts
$1.45M +$279K +2,318 +24%
LS
898
Leelyn Smith
Illinois
$1.44M +$101K +837 +8%
GAA
899
Green Alpha Advisors
Colorado
$1.44M +$1.44M +11,942 New
AFG
900
Allegheny Financial Group
Pennsylvania
$1.44M +$1.44M +11,922 New
34 35
36
37 38