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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 %
AIM
976
Anchor Investment Management
South Carolina
$981K +$2.12K +20 +0.2%
1WA
977
180 Wealth Advisors
Washington
$980K +$120K +1,144 +14%
LHC
978
Little House Capital
Massachusetts
$973K +$329K +3,105 +51%
HFBOT
979
Home Federal Bank of Tennessee
Tennessee
$971K +$3.71K +35 +0.4%
SFSG
980
Stearns Financial Services Group
North Carolina
$969K +$62.1K +586 +7%
HBT
981
Hills Bank & Trust
Iowa
$968K +$225K +2,118 +30%
EWA
982
EP Wealth Advisors
California
$967K -$75.2K -709 -7%
NPA
983
Nichols & Pratt Advisers
Massachusetts
$966K -$2.12K -20 -0.2%
BEI
984
Benjamin Edwards Inc
Missouri
$966K +$823K +7,759 +574%
GCM
985
Gladius Capital Management
Illinois
$963K -$77.2K -727 -7%
CCP
986
Clarkston Capital Partners
Michigan
$961K -$26.9M -253,481 -97%
PWA
987
Providence Wealth Advisors
Illinois
$961K -$67.1K -640 -7%
PWSG
988
Pacific Wealth Strategies Group
California
$959K +$63.2K +596 +7%
PWMAG
989
Pinnacle Wealth Management Advisory Group
New Jersey
$954K -$95.9K -904 -9%
SRAM
990
Stone Ridge Asset Management
New York
$951K -$1.12M -10,565 -54%
OPCM
991
Osborne Partners Capital Management
California
$949K -$81.3K -767 -8%
NDSI
992
Newman Dignan & Sheerar Inc
Rhode Island
$949K +$123K +1,086 +15%
MM
993
Meridian Management
Arkansas
$948K – – –
SFS
994
Strategic Financial Services
New York
$948K +$106 +1 +0%
AF
995
Arrow Financial
New York
$947K -$68.8K -648 -7%
HI
996
Human Investing
Oregon
$946K -$124K -1,170 -12%
BIA
997
Bigelow Investment Advisors
Maine
$941K -$105K -986 -10%
JIM
998
Jupiter Investment Management
United Kingdom
$940K -$38.8M -366,439 -98%
B
999
Bailard
California
$940K -$41.7K -393 -4%
HCMT
1000
Highland Capital Management (Tennessee)
Tennessee
$934K +$765K +7,217 +454%
38 39
40
41 42