IBM icon

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 %
PG
1001
Pendal Group
Australia
$930K -$4.8M -45,292 -84%
MFG
1002
Merit Financial Group
Georgia
$930K +$424 +4 +0%
ATPW
1003
Ashton Thomas Private Wealth
Arizona
$929K +$262K +2,466 +39%
CCA
1004
Checchi Capital Advisers
California
$927K +$133K +1,258 +17%
FG
1005
Fiduciary Group
Georgia
$925K +$29.5K +278 +3%
OAM
1006
Occidental Asset Management
California
$924K +$924K +8,715 New
HR
1007
Hayden Royal
North Carolina
$923K +$28.8K +272 +3%
AB
1008
Atlas Brown
Kentucky
$923K -$7.21K -68 -0.8%
MWM
1009
Mission Wealth Management
California
$921K +$104K +980 +13%
MCM
1010
Manchester Capital Management
Vermont
$920K +$59.4K +560 +7%
CC
1011
Chicago Capital
Illinois
$919K -$54.9K -518 -6%
MIA
1012
MainStreet Investment Advisors
Illinois
$917K +$560K +5,277 +157%
HH
1013
Hilltop Holdings
Texas
$916K -$485K -4,576 -35%
TC
1014
TAP Consulting
Missouri
$915K +$11.4K +107 +1%
LOAMS
1015
Lombard Odier Asset Management (Switzerland)
Switzerland
$914K -$484K -4,565 -35%
CWM
1016
Circle Wealth Management
New Jersey
$914K +$914K +8,838 New
BCM
1017
Breiter Capital Management
Florida
$913K +$4.67K +44 +0.5%
PBC
1018
Pavion Blue Capital
California
$913K +$69.5K +655 +8%
IWA
1019
Intercontinental Wealth Advisors
Texas
$913K +$475K +4,474 +108%
CFGS
1020
Concourse Financial Group Securities
Alabama
$910K +$66K +622 +8%
ECM
1021
ETrade Capital Management
Virginia
$909K +$277K +2,607 +44%
FDCC
1022
Foster Dykema Cabot & Co
Massachusetts
$905K +$18.1K +171 +2%
LSPW
1023
Lake Street Private Wealth
Illinois
$904K +$738K +6,956 +444%
PCS
1024
Personal CFO Solutions
New Jersey
$901K -$164K -1,545 -15%
WC
1025
Woodstock Corp
Massachusetts
$898K +$155K +1,464 +21%
39 40
41
42 43