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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 %
BMA
926
Brooks Moore & Associates
Tennessee
$1.13M -$83.2K -784 -7%
DPIM
927
Duff & Phelps Investment Management
Illinois
$1.13M +$29.9K +282 +3%
FAIM
928
Financial Advocates Investment Management
Washington
$1.13M +$196K +1,849 +21%
AP
929
Appleton Partners
Massachusetts
$1.13M -$27.7K -261 -2%
SFG
930
SevenBridge Financial Group
Pennsylvania
$1.13M -$48.3K -455 -4%
AF
931
Allworth Financial
California
$1.12M -$74.5K -702 -6%
AIM
932
Aigen Investment Management
New York
$1.12M -$467K -4,405 -29%
DE
933
Day & Ennis
Georgia
$1.12M -$87.4K -825 -7%
BP
934
Ballentine Partners
Massachusetts
$1.11M -$156K -1,465 -12%
AWA
935
Arete Wealth Advisors
Illinois
$1.11M -$73.4K -692 -6%
QIM
936
Quest Investment Management
Oregon
$1.11M – – –
WAM
937
Westport Asset Management
Connecticut
$1.11M +$1.11M +10,460 New
LNB
938
Ledyard National Bank
$1.11M -$4.54M -42,873 -80%
PP
939
PagnatoKarp Partners
Virginia
$1.11M -$39.3K -371 -3%
AWM
940
Absher Wealth Management
North Carolina
$1.11M -$25.6K -241 -2%
HFM
941
Hartford Financial Management
Connecticut
$1.1M +$10.2K +96 +0.9%
CCG
942
Ceeto Capital Group
Florida
$1.1M +$372K +3,504 +51%
QCMC
943
Quantum Capital Management (California)
California
$1.09M +$300K +2,832 +38%
ER
944
Enlightenment Research
Florida
$1.09M +$1.09M +8,786 New
OTPPB
945
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.09M -$860K -8,113 -44%
GW
946
GW & Wade
Massachusetts
$1.09M -$1.8K -17 -0.2%
IBOK
947
Independence Bank of Kentucky
Kentucky
$1.08M +$300K +2,830 +38%
MJRIC
948
Mogy Joel R Investment Counsel
California
$1.08M – – –
BFA
949
Beaumont Financial Advisors
Massachusetts
$1.08M +$7K +66 +0.7%
RMDI
950
R.M. Davis Inc
Maine
$1.08M +$164K +1,550 +18%
36 37
38
39 40