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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 %
BIAS
951
Beacon Investment Advisory Services
New Jersey
$1.17M -$74.1K -642 -6%
FC
952
FORA Capital
Florida
$1.17M -$723K -6,268 -38%
1WA
953
180 Wealth Advisors
Washington
$1.17M +$50.6K +423 +5%
SFG
954
SevenBridge Financial Group
Pennsylvania
$1.16M -$64.5K -559 -5%
MWM
955
Modera Wealth Management
New Jersey
$1.16M +$577 +5 +0%
CFG
956
Capstone Financial Group
Oklahoma
$1.16M -$104K -924 -8%
BFA
957
Beaumont Financial Advisors
Massachusetts
$1.16M -$17K -147 -1%
NFC
958
Northeast Financial Consultants
Connecticut
$1.15M -$460K -3,980 -29%
IWP
959
Icon Wealth Partners
Texas
$1.15M +$1.15M +9,981 New
CFA
960
CWS Financial Advisors
Michigan
$1.15M +$74.6K +646 +7%
FA
961
FDx Advisors
Illinois
$1.15M +$1.15M +9,914 New
SGCA
962
Steel Grove Capital Advisors
Tennessee
$1.14M -$182K -1,574 -14%
DWM
963
Destination Wealth Management
California
$1.14M +$596K +5,165 +109%
WIC
964
Wilkins Investment Counsel
Massachusetts
$1.14M – – –
FCA
965
FLC Capital Advisors
California
$1.14M +$655K +5,702 +135%
NERM
966
New England Research & Management
Illinois
$1.14M – – –
EP
967
Eudaimonia Partners
Tennessee
$1.13M +$26.7K +231 +2%
TA
968
TCG Advisors
Texas
$1.13M +$185K +1,601 +19%
OAM
969
Occidental Asset Management
California
$1.13M +$126K +1,089 +12%
DTC
970
Davidson Trust Company
Washington
$1.13M +$44.5K +386 +4%
IIM
971
Ironwood Investment Management
Massachusetts
$1.13M -$18.1K -157 -2%
MRCM
972
M&R Capital Management
New Jersey
$1.13M -$135K -1,173 -11%
BP
973
BBR Partners
New York
$1.13M -$1.31M -11,342 -54%
CFA
974
Cahill Financial Advisors
Minnesota
$1.12M +$41.2K +357 +4%
SCM
975
Seascape Capital Management
New Hampshire
$1.12M +$163K +1,413 +17%
37 38
39
40 41