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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 %
TCOT
1026
Trust Company of Toledo
Ohio
$897K +$313K +2,950 +54%
BO
1027
BRR OpCo
Ohio
$896K +$147K +1,389 +20%
BMC
1028
Beaton Management Company
Massachusetts
$889K +$33.2K +313 +4%
CSUI
1029
Cincinnati Specialty Underwriters Insurance
Ohio
$887K – – –
SACTSONJ
1030
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$887K – – –
FSA
1031
Franklin Street Advisors
North Carolina
$885K -$42.2K -398 -5%
GT
1032
Greenleaf Trust
Michigan
$883K -$20.5K -193 -2%
SCM
1033
Seascape Capital Management
New Hampshire
$882K +$882K +8,320 New
LOAME
1034
Lombard Odier Asset Management (Europe)
United Kingdom
$881K -$171K -1,612 -16%
FMWA
1035
Forvis Mazars Wealth Advisors
Missouri
$880K +$153K +1,438 +21%
FWP
1036
FAS Wealth Partners
Kansas
$879K +$556K +5,237 +172%
WLPWM
1037
Walled Lake Planning & Wealth Management
Illinois
$878K -$68.8K -649 -7%
DT
1038
Diversified Trust
Tennessee
$878K -$22.5K -212 -2%
BRC
1039
Bell Rock Capital
Delaware
$874K +$192K +1,814 +28%
MC
1040
Martin & Co
Tennessee
$872K +$2.97K +28 +0.3%
TA
1041
TCG Advisors
Texas
$872K +$638K +6,019 +273%
RMCM
1042
Reynders McVeigh Capital Management
Massachusetts
$868K -$26.3K -248 -3%
FBC
1043
Fairfield, Bush & Co
Connecticut
$867K -$40K -377 -4%
OIA
1044
OneDigital Investment Advisors
Kansas
$867K +$67.9K +640 +8%
CT
1045
Coastline Trust
Rhode Island
$867K +$121K +1,141 +16%
WDA
1046
Wendell David Associates
New Hampshire
$866K -$8.06K -76 -0.9%
DJSG
1047
D.J. St. Germain
Massachusetts
$865K -$55.5K -523 -6%
VFA
1048
Valeo Financial Advisors
Indiana
$861K -$200K -1,726 -19%
RSC
1049
Red Spruce Capital
Pennsylvania
$861K -$3.82K -36 -0.4%
BWA
1050
BDO Wealth Advisors
Florida
$861K +$154K +1,456 +22%
40 41
42
43 44