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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 %
IWC
1001
Integrated Wealth Concepts
Massachusetts
$1.08M +$342K +2,961 +46%
DT
1002
Diversified Trust
Tennessee
$1.08M +$120K +1,043 +13%
DWM
1003
Doyle Wealth Management
Florida
$1.07M -$43.5K -377 -4%
PWA
1004
Providence Wealth Advisors
Illinois
$1.07M +$11.4K +99 +1%
S
1005
Seeyond
France
$1.07M +$138K +1,193 +15%
BMA
1006
Brooks Moore & Associates
Tennessee
$1.06M -$170K -1,470 -14%
BEI
1007
Benjamin Edwards Inc
Missouri
$1.06M +$6.23K +54 +0.6%
HFBOT
1008
Home Federal Bank of Tennessee
Tennessee
$1.06M -$1.27K -11 -0.1%
RMDI
1009
R.M. Davis Inc
Maine
$1.06M -$119K -1,032 -10%
B
1010
Bailard
California
$1.06M +$31.9K +276 +3%
LHC
1011
Little House Capital
Massachusetts
$1.05M -$4.5K -39 -0.4%
AWE
1012
Avidian Wealth Enterprises
Texas
$1.05M +$132K +1,142 +14%
NPA
1013
Nichols & Pratt Advisers
Massachusetts
$1.05M – – –
FWP
1014
FAS Wealth Partners
Kansas
$1.05M +$91.7K +794 +10%
CCA
1015
Checchi Capital Advisers
California
$1.05M +$35.5K +307 +4%
PCS
1016
Personal CFO Solutions
New Jersey
$1.03M +$52.1K +451 +5%
SFS
1017
Strategic Financial Services
New York
$1.03M – – –
MM
1018
Meridian Management
Arkansas
$1.03M – – –
BCM
1019
Bluefin Capital Management
New York
$1.03M +$415K +3,593 +67%
SFSG
1020
Stearns Financial Services Group
North Carolina
$1.03M -$25.8K -223 -2%
HI
1021
Human Investing
Oregon
$1.03M -$462 -4 -0%
PWSG
1022
Pacific Wealth Strategies Group
California
$1.03M -$16.3K -141 -2%
MGIM
1023
M&G Investment Management
United Kingdom
$1.03M -$136K -1,175 -12%
PWMAG
1024
Pinnacle Wealth Management Advisory Group
New Jersey
$1.02M -$15.1K -131 -1%
PBC
1025
Pavion Blue Capital
California
$1.02M +$30.5K +264 +3%
39 40
41
42 43