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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 %
TC
951
Truvestments Capital
Florida
$1.07M +$174K +1,641 +19%
MGIM
952
M&G Investment Management
United Kingdom
$1.07M -$435K -4,096 -29%
CIM
953
CIM Investment Management
Pennsylvania
$1.07M +$37.6K +354 +4%
BCA
954
Bay Colony Advisors
Massachusetts
$1.07M +$717K +6,760 +205%
MWM
955
Modera Wealth Management
New Jersey
$1.07M +$22.4K +211 +2%
PGWM
956
Parisi Gray Wealth Management
New Jersey
$1.06M +$9.54K +90 +0.9%
SNBOSD
957
Security National Bank of So Dak
Iowa
$1.06M +$35.5K +335 +3%
IIM
958
Ironwood Investment Management
Massachusetts
$1.06M +$310K +2,923 +42%
WIC
959
Wilkins Investment Counsel
Massachusetts
$1.05M -$78.7K -742 -7%
NERM
960
New England Research & Management
Illinois
$1.05M -$637 -6 -0.1%
TBNY
961
Trustco Bank (New York)
New York
$1.04M – – –
MKC
962
M. Kraus & Co
Vermont
$1.03M -$66.6K -628 -6%
DWM
963
Doyle Wealth Management
Florida
$1.03M -$59.3K -559 -5%
CFG
964
Cooper Financial Group
California
$1.03M +$1.03M +9,676 New
EP
965
Eudaimonia Partners
Tennessee
$1.02M +$247K +2,326 +32%
ETI
966
Enterprise Trust & Investment
California
$1.02M -$5.52K -52 -0.5%
HCMNY
967
Howard Capital Management (New York)
New York
$1.01M -$3.82K -36 -0.4%
BTW
968
Boston Trust Walden
Massachusetts
$1.01M -$356K -3,356 -26%
RIG
969
Renaissance Investment Group
Massachusetts
$1.01M +$6.58K +62 +0.7%
BFO
970
Biltmore Family Office
North Carolina
$1M -$1.46M -13,753 -59%
SFG
971
Summit Financial Group
West Virginia
$998K +$5.51K +52 +0.6%
DTC
972
Davidson Trust Company
Washington
$998K +$9.86K +93 +1%
CFA
973
Cahill Financial Advisors
Minnesota
$995K +$273K +2,576 +38%
BRG
974
Bay Rivers Group
Virginia
$994K +$994K +9,377 New
SIC
975
Salem Investment Counselors
North Carolina
$986K -$51.6K -487 -5%
37 38
39
40 41