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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 %
ADBIC
901
A.D. Beadell Investment Counsel
Wisconsin
$1.21M +$85.7K +808 +8%
NHC
902
Nicholas Hoffman & Company
Georgia
$1.21M +$56.1K +529 +5%
IAIM
903
International Assets Investment Management
Florida
$1.21M +$1.21M +11,371 New
KCM
904
Kendall Capital Management
Maryland
$1.2M +$41.7K +393 +4%
GIA
905
GHP Investment Advisors
Colorado
$1.2M +$26K +245 +2%
BI
906
Bramshill Investments
Florida
$1.2M -$5.62K -53 -0.5%
CFA
907
CWS Financial Advisors
Michigan
$1.19M – – –
CFG
908
Capstone Financial Group
Oklahoma
$1.19M +$5.09K +48 +0.4%
FNBTCON
909
First National Bank & Trust Co of Newtown
Pennsylvania
$1.19M -$39.6K -373 -3%
PIM
910
Penobscot Investment Management
Massachusetts
$1.18M -$180K -1,700 -13%
HCM
911
Howland Capital Management
Massachusetts
$1.17M +$108K +1,017 +10%
GIM
912
Guardian Investment Management
California
$1.16M -$87.9K -829 -7%
LS
913
Leelyn Smith
Illinois
$1.16M +$182K +1,712 +19%
MRCM
914
M&R Capital Management
New Jersey
$1.16M -$13.7K -129 -1%
JIC
915
Joel Isaacson & Co
New York
$1.15M -$42.3K -399 -4%
UAS
916
United Asset Strategies
New York
$1.15M -$65.8K -621 -5%
SNBOSCI
917
Security National Bank of Sioux City Iowa
Iowa
$1.15M +$354K +3,343 +45%
SCA
918
Stokes Capital Advisors
South Carolina
$1.15M -$145K -1,368 -11%
BIAS
919
Beacon Investment Advisory Services
New Jersey
$1.14M -$25.9K -244 -2%
AHB
920
Abner Herrman & Brock
New Jersey
$1.14M – – –
DCM
921
Donaldson Capital Management
Indiana
$1.14M +$22.3K +210 +2%
CS
922
Comerica Securities
Michigan
$1.14M +$89.7K +846 +9%
NAM
923
NorthCoast Asset Management
Connecticut
$1.14M +$1.14M +10,725 New
CCG
924
Cypress Capital Group
Florida
$1.14M -$331K -3,120 -23%
KLCM
925
KG&L Capital Management
Louisiana
$1.14M +$309K +2,913 +37%
35 36
37
38 39