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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 %
IIM
951
Ironwood Investment Management
Massachusetts
$1.14M +$6.16K +53 +0.5%
ACM
952
AlphaCrest Capital Management
New York
$1.14M -$552K -4,741 -33%
HCM
953
Howland Capital Management
Massachusetts
$1.14M -$40.1K -345 -3%
GC
954
Gratus Capital
Georgia
$1.13M -$108K -932 -9%
GW
955
GW & Wade
Massachusetts
$1.13M +$114K +978 +11%
EP
956
Eudaimonia Partners
Tennessee
$1.13M -$15.4K -132 -1%
HBT
957
Hills Bank & Trust
Iowa
$1.13M +$30.5K +262 +3%
CA
958
Cornerstone Advisory
Maryland
$1.13M +$546K +4,694 +94%
BWM
959
BNC Wealth Management
Oregon
$1.13M +$1.13M +9,668 New
NFC
960
Northeast Financial Consultants
Connecticut
$1.12M -$37.1K -319 -3%
BIAS
961
Beacon Investment Advisory Services
New Jersey
$1.12M -$54.8K -471 -5%
BG
962
Bahl & Gaynor
Ohio
$1.12M -$121K -1,038 -10%
KLCM
963
KG&L Capital Management
Louisiana
$1.12M -$158K -1,357 -12%
CC
964
Centiva Capital
New York
$1.12M +$1.12M +9,612 New
HI
965
Human Investing
Oregon
$1.11M +$77.3K +665 +7%
WMA
966
Wealth Management Associates
New Jersey
$1.11M +$442K +3,798 +66%
ETI
967
Enterprise Trust & Investment
California
$1.11M – – –
CS
968
Comerica Securities
Michigan
$1.11M -$147K -1,263 -12%
CFA
969
CWS Financial Advisors
Michigan
$1.11M -$50.7K -436 -4%
BTW
970
Boston Trust Walden
Massachusetts
$1.11M -$25.5K -219 -2%
SFG
971
SevenBridge Financial Group
Pennsylvania
$1.1M -$68.3K -587 -6%
SFG
972
Summit Financial Group
West Virginia
$1.1M – – –
KWM
973
Kingsview Wealth Management
Oregon
$1.1M +$77.4K +666 +8%
TCBWMS
974
Texas Capital Bank Wealth Management Services
Texas
$1.1M +$1.1M +9,451 New
MIP
975
Marietta Investment Partners
Wisconsin
$1.1M -$19.5K -168 -2%
37 38
39
40 41