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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 %
ADL
926
Asset Dedication LLC
California
$1.19M +$224K +1,930 +23%
CCT
927
Capital City Trust
Florida
$1.19M +$4.88K +42 +0.4%
TW
928
TrinityPoint Wealth
Connecticut
$1.19M -$239K -2,053 -17%
FC
929
Forte Capital
New York
$1.19M -$172K -1,476 -13%
CA
930
Corrado Advisors
New Jersey
$1.19M -$23.8K -205 -2%
MIH
931
Meitav Investment House
Israel
$1.19M +$476K +4,100 +67%
AWM
932
Absher Wealth Management
North Carolina
$1.18M – – –
BFA
933
Beaumont Financial Advisors
Massachusetts
$1.18M +$12.9K +111 +1%
1WA
934
180 Wealth Advisors
Washington
$1.18M +$82.8K +738 +8%
CFA
935
Cahill Financial Advisors
Minnesota
$1.17M +$37.6K +323 +3%
VLKIM
936
Van Lanschot Kempen Investment Management
Netherlands
$1.17M +$55.8K +480 +5%
BCM
937
Breiter Capital Management
Florida
$1.17M +$42.2K +363 +4%
VMPIC
938
Varma Mutual Pension Insurance Co
Finland
$1.17M +$1.17M +10,027 New
SGCA
939
Steel Grove Capital Advisors
Tennessee
$1.17M +$13.6K +117 +1%
MJRIC
940
Mogy Joel R Investment Counsel
California
$1.16M -$21.3K -183 -2%
MWM
941
Modera Wealth Management
New Jersey
$1.16M -$7.1K -61 -0.6%
DWT
942
Dorsey & Whitney Trust
South Dakota
$1.16M -$240K -2,061 -17%
DWM
943
Doyle Wealth Management
Florida
$1.16M +$76.2K +655 +7%
FL
944
Fort LP
Maryland
$1.16M +$238K +2,047 +26%
MMA
945
Miracle Mile Advisors
California
$1.16M -$364K -3,129 -24%
DTC
946
Davidson Trust Company
Washington
$1.15M +$14.4K +124 +1%
JIC
947
Joel Isaacson & Co
New York
$1.15M -$52K -447 -4%
WIC
948
Wilkins Investment Counsel
Massachusetts
$1.15M – – –
BRG
949
Bay Rivers Group
Virginia
$1.15M +$34.3K +295 +3%
EI
950
Ethic Inc
New York
$1.15M +$150K +1,288 +15%
36 37
38
39 40