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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 %
BWA
1001
BDO Wealth Advisors
Florida
$1.05M +$68.7K +591 +7%
WLPWM
1002
Walled Lake Planning & Wealth Management
Illinois
$1.05M +$60.9K +524 +6%
RMDI
1003
R.M. Davis Inc
Maine
$1.05M -$15K -129 -1%
AB
1004
Atlas Brown
Kentucky
$1.05M +$15K +129 +1%
CT
1005
Coastline Trust
Rhode Island
$1.05M +$105K +900 +11%
TCM
1006
Twin Capital Management
Pennsylvania
$1.05M -$892K -7,668 -46%
NPA
1007
Nichols & Pratt Advisers
Massachusetts
$1.04M -$18.3K -157 -2%
MM
1008
Meridian Management
Arkansas
$1.04M – – –
FCCM
1009
First City Capital Management
Georgia
$1.04M +$479K +3,981 +86%
MPI
1010
Mairs & Power Inc
Minnesota
$1.03M -$669K -5,757 -39%
CCM
1011
Chilton Capital Management
Texas
$1.03M +$802K +6,888 +346%
CC
1012
Cypress Capital
Tennessee
$1.03M +$26.4K +219 +3%
RSWM
1013
Robertson Stephens Wealth Management
California
$1.02M +$1.02M +8,796 New
IWC
1014
Integrated Wealth Concepts
Massachusetts
$1.01M -$76.6K -658 -7%
PBC
1015
Pavion Blue Capital
California
$1.01M -$22.6K -194 -2%
CC
1016
Chicago Capital
Illinois
$1.01M -$6.75K -58 -0.7%
MC
1017
Martin & Co
Tennessee
$1.01M +$9.07K +78 +0.9%
MWM
1018
Meridian Wealth Management
Kentucky
$1M -$1.42M -12,245 -59%
BHC
1019
Bowen Hanes & Co
Florida
$1M +$302K +2,594 +43%
MGIM
1020
M&G Investment Management
United Kingdom
$1M -$32.9K -282 -3%
BCM
1021
Bluefin Capital Management
New York
$1M -$1.03M -8,928 Closed
AF
1022
Arrow Financial
New York
$998K -$20.1K -173 -2%
TC
1023
Toews Corporation
New Jersey
$998K +$998K +8,577 New
MMPW
1024
Mitchell McLeod Pugh & Williams
Alabama
$994K -$7.8K -67 -0.8%
SBWM
1025
Sunflower Bank Wealth Management
Arizona
$993K -$200K -1,721 -17%
39 40
41
42 43