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IBM
IBM

Overview Fund Activity

1,984 hedge funds and large institutions have $61.7B invested in IBM in 2020 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 791 increasing their positions, 818 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,984
Holders Change
-3
Holders Change %
-0.15%
% of All Funds
40.14%
Holding in Top 10
39
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.36%
% of All Funds
0.79%
New
118
Increased
791
Reduced
818
Closed
103
Calls
$1.46B
Puts
$1.76B
Net Calls
-$302M
Net Calls Change
-$73.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$238M
2
Franklin Resources
Franklin Resources
California
+$180M
3
Morgan Stanley
Morgan Stanley
New York
+$80.1M
4
N
Natixis
France
+$75.1M
5
IFP
Independent Franchise Partners
United Kingdom
+$75M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$545M
2
Ameriprise
Ameriprise
Minnesota
-$171M
3
KCM
Kensico Capital Management
Connecticut
-$138M
4
State Street
State Street
Massachusetts
-$113M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
901
FLC Capital Advisors
California
$1.27M +$154K +1,376 +14%
JWM
902
Jackson Wealth Management
Florida
$1.27M -$1.28K -11 -0.1%
WPC
903
White Pine Capital
Minnesota
$1.26M +$346K +2,971 +38%
LAM
904
L2 Asset Management
Massachusetts
$1.26M -$33.6K -289 -3%
DPIM
905
Duff & Phelps Investment Management
Illinois
$1.26M – – –
RBC
906
Roble Belko & Company
Pennsylvania
$1.26M -$105K -900 -8%
DE
907
Day & Ennis
Georgia
$1.25M +$7.33K +63 +0.6%
HFM
908
Hartford Financial Management
Connecticut
$1.25M -$10.8K -93 -0.9%
WEC
909
Winslow Evans & Crocker
Massachusetts
$1.25M -$25K -215 -2%
PIM
910
Penobscot Investment Management
Massachusetts
$1.24M – – –
GIM
911
Guardian Investment Management
California
$1.24M – – –
MAFM
912
Mid Atlantic Financial Management
Pennsylvania
$1.24M -$282K -2,551 -19%
BP
913
Ballentine Partners
Massachusetts
$1.24M +$37.1K +319 +3%
SNBOSCI
914
Security National Bank of Sioux City Iowa
Iowa
$1.24M -$43.1K -371 -3%
AF
915
Allworth Financial
California
$1.24M +$15.1K +130 +1%
WAM
916
Westport Asset Management
Connecticut
$1.22M – – –
OEP
917
Ocean Endowment Partners
Illinois
$1.22M +$9.02K +85 +0.7%
NDSI
918
Newman Dignan & Sheerar Inc
Rhode Island
$1.22M +$50.8K +437 +4%
CFG
919
Capstone Financial Group
Oklahoma
$1.21M +$13.6K +117 +1%
ET
920
Equitable Trust
Tennessee
$1.21M -$105K -906 -8%
PWA
921
Providence Wealth Advisors
Illinois
$1.2M +$124K +1,065 +11%
DCM
922
Donaldson Capital Management
Indiana
$1.2M -$18.4K -158 -2%
AWE
923
Avidian Wealth Enterprises
Texas
$1.2M +$135K +1,164 +13%
RMA
924
Roffman Miller Associates
Pennsylvania
$1.2M -$117K -1,003 -9%
SNBOSD
925
Security National Bank of So Dak
Iowa
$1.2M -$14.7K -126 -1%
35 36
37
38 39