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IBM
IBM

Overview Fund Activity

2,126 hedge funds and large institutions have $63.8B invested in IBM in 2020 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 754 increasing their positions, 892 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,126
Holders Change
+142
Holders Change %
+7.16%
% of All Funds
37.72%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.62%
New
271
Increased
754
Reduced
892
Closed
95
Calls
$1.69B
Puts
$2.11B
Net Calls
-$417M
Net Calls Change
-$115M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$297M
2
Franklin Resources
Franklin Resources
California
+$268M
3
Two Sigma Investments
Two Sigma Investments
New York
+$178M
4
BlackRock
BlackRock
New York
+$167M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$161M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$542M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$263M
3
Barclays
Barclays
United Kingdom
-$219M
4
State Street
State Street
Massachusetts
-$131M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
1001
Bahl & Gaynor
Ohio
$1.15M -$11.2K -93 -1%
SB
1002
Sunflower Bank
Texas
$1.14M +$818K +6,796 +251%
MWPCG
1003
Measured Wealth Private Client Group
New Hampshire
$1.14M +$310K +2,580 +37%
SIM
1004
Stratos Investment Management
Ohio
$1.14M +$193K +1,600 +20%
EF
1005
Empirical Finance
Pennsylvania
$1.14M +$203K +1,683 +22%
BOH
1006
Bank of Hawaii
Hawaii
$1.14M +$119K +987 +12%
CCP
1007
Clarkston Capital Partners
Michigan
$1.14M – – –
MIP
1008
Marietta Investment Partners
Wisconsin
$1.14M – – –
CA
1009
Commerzbank Aktiengesellschaft
Germany
$1.14M +$267K +2,217 +31%
AP
1010
Appleton Partners
Massachusetts
$1.14M +$962 +8 +0.1%
CFA
1011
CWS Financial Advisors
Michigan
$1.13M -$11.3K -94 -1%
B
1012
Bailard
California
$1.13M +$842 +7 +0.1%
PWMAG
1013
Pinnacle Wealth Management Advisory Group
New Jersey
$1.13M -$481 -4 -0%
SB
1014
Simmons Bank
Arkansas
$1.13M -$571K -4,741 -34%
HI
1015
Human Investing
Oregon
$1.12M -$30.5K -253 -3%
RSWM
1016
Robertson Stephens Wealth Management
California
$1.12M +$62.9K +523 +6%
SFG
1017
Summit Financial Group
West Virginia
$1.12M -$20K -166 -2%
LAM
1018
L2 Asset Management
Massachusetts
$1.11M -$193K -1,600 -15%
BIAS
1019
Beacon Investment Advisory Services
New Jersey
$1.11M -$48.3K -401 -4%
Koshinski Asset Management
1020
Koshinski Asset Management
Illinois
$1.11M +$50.9K +423 +5%
BIM
1021
Baldwin Investment Management
Pennsylvania
$1.11M +$566K +4,707 +104%
MWC
1022
MBM Wealth Consultants
Missouri
$1.11M +$1.11M +9,212 New
BRG
1023
Bay Rivers Group
Virginia
$1.11M -$77.2K -642 -7%
MKC
1024
M. Kraus & Co
Vermont
$1.11M -$14.1K -117 -1%
PGWM
1025
Parisi Gray Wealth Management
New Jersey
$1.11M -$4.21K -35 -0.4%
39 40
41
42 43