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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 %
BTW
976
Boston Trust Walden
Massachusetts
$1.12M +$25.4K +220 +2%
BCM
977
Breiter Capital Management
Florida
$1.12M +$123K +1,067 +12%
TBNY
978
Trustco Bank (New York)
New York
$1.12M -$15K -130 -1%
MIP
979
Marietta Investment Partners
Wisconsin
$1.11M +$441K +3,818 +66%
ETI
980
Enterprise Trust & Investment
California
$1.11M – – –
AP
981
Appleton Partners
Massachusetts
$1.1M -$124K -1,075 -10%
MKC
982
M. Kraus & Co
Vermont
$1.1M -$19.3K -167 -2%
HCMNY
983
Howard Capital Management (New York)
New York
$1.1M – – –
BRG
984
Bay Rivers Group
Virginia
$1.1M +$20.9K +181 +2%
VLKIM
985
Van Lanschot Kempen Investment Management
Netherlands
$1.1M +$438K +3,794 +66%
CCP
986
Clarkston Capital Partners
Michigan
$1.1M +$52.6K +455 +5%
SFG
987
Summit Financial Group
West Virginia
$1.09M +$6.58K +57 +0.6%
MAM
988
Mastrapasqua Asset Management
Tennessee
$1.09M +$180K +1,558 +20%
DTL
989
Dynamic Technology Lab
Singapore
$1.09M +$1.09M +9,469 New
BFO
990
Biltmore Family Office
North Carolina
$1.09M – – –
JIM
991
Jupiter Investment Management
United Kingdom
$1.09M +$64.2K +556 +6%
HBT
992
Hills Bank & Trust
Iowa
$1.09M +$33.6K +291 +3%
AIM
993
Anchor Investment Management
South Carolina
$1.09M +$17K +147 +2%
QCMC
994
Quantum Capital Management (California)
California
$1.09M -$106K -919 -9%
AGM
995
Alpine Global Management
New York
$1.09M +$1.09M +9,401 New
AWA
996
Arete Wealth Advisors
Illinois
$1.08M -$125K -1,085 -10%
RIG
997
Renaissance Investment Group
Massachusetts
$1.08M -$12.6K -109 -1%
TAM
998
Todd Asset Management
Kentucky
$1.08M +$830K +7,186 +328%
TI
999
Trexquant Investment
Connecticut
$1.08M +$1.08M +9,363 New
PGWM
1000
Parisi Gray Wealth Management
New Jersey
$1.08M -$69.4K -601 -6%
38 39
40
41 42