IBM icon

IBM
IBM

Overview Fund Activity

1,987 hedge funds and large institutions have $62.1B invested in IBM in 2020 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 825 increasing their positions, 769 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,987
Holders Change
+20
Holders Change %
+1.02%
% of All Funds
40.84%
Holding in Top 10
44
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.38%
% of All Funds
0.9%
New
154
Increased
825
Reduced
769
Closed
114
Calls
$1.42B
Puts
$1.65B
Net Calls
-$228M
Net Calls Change
+$14.8M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$566M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$506M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$243M
4
Franklin Resources
Franklin Resources
California
+$149M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$84.2M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$478M
2
Victory Capital Management
Victory Capital Management
Texas
-$167M
3
BlackRock
BlackRock
New York
-$127M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$109M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
REMPR
901
Roof Eidam Maycock Peralta (REMP)
California
$1.32M – – –
HDIM
902
Hanson & Doremus Investment Management
Vermont
$1.32M -$431K -3,732 -25%
PAM
903
Premier Asset Management
Illinois
$1.31M -$95.4K -826 -7%
SBL
904
Sargent Bickham Lagudis
Colorado
$1.31M -$34.2K -296 -3%
ET
905
Equitable Trust
Tennessee
$1.31M -$372K -3,225 -22%
RMA
906
Roffman Miller Associates
Pennsylvania
$1.3M +$605K +5,237 +87%
CFG
907
Cooper Financial Group
California
$1.3M +$184K +1,596 +16%
ATPW
908
Ashton Thomas Private Wealth
Arizona
$1.3M +$287K +2,488 +28%
FNBTCON
909
First National Bank & Trust Co of Newtown
Pennsylvania
$1.29M – – –
LAM
910
L2 Asset Management
Massachusetts
$1.29M -$103K -889 -7%
GT
911
Greenleaf Trust
Michigan
$1.28M +$322K +2,788 +34%
LS
912
Leelyn Smith
Illinois
$1.28M +$15.1K +131 +1%
SNBOSCI
913
Security National Bank of Sioux City Iowa
Iowa
$1.27M +$20.6K +178 +2%
KLCM
914
KG&L Capital Management
Louisiana
$1.27M +$29.5K +256 +2%
WEC
915
Winslow Evans & Crocker
Massachusetts
$1.26M -$74K -641 -6%
JWM
916
Jackson Wealth Management
Florida
$1.26M +$1.26M +10,890 New
KCM
917
Kendall Capital Management
Maryland
$1.26M -$53.2K -461 -4%
DPIM
918
Duff & Phelps Investment Management
Illinois
$1.25M +$24.1K +209 +2%
UAS
919
United Asset Strategies
New York
$1.25M – – –
LWCFA
920
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.25M -$79.7K -690 -6%
IBOK
921
Independence Bank of Kentucky
Kentucky
$1.25M +$71.3K +617 +6%
HFM
922
Hartford Financial Management
Connecticut
$1.25M +$48.5K +420 +4%
CS
923
Comerica Securities
Michigan
$1.25M +$5.89K +51 +0.5%
CCG
924
Ceeto Capital Group
Florida
$1.24M +$48.4K +419 +4%
EHWM
925
Eads & Heald Wealth Management
Georgia
$1.24M -$209K -1,811 -14%
35 36
37
38 39