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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 %
AB
1026
Atlas Brown
Kentucky
$1.02M +$19.9K +173 +2%
KWM
1027
Kingsview Wealth Management
Oregon
$1.02M -$482K -4,180 -32%
MGIA
1028
Moneta Group Investment Advisors
Missouri
$1.01M +$148K +1,285 +17%
AF
1029
Arrow Financial
New York
$1.01M -$20.1K -174 -2%
OIA
1030
OneDigital Investment Advisors
Kansas
$1.01M +$66.6K +577 +7%
WA
1031
WESPAC Advisors
California
$1.01M +$1.01M +8,750 New
GW
1032
GW & Wade
Massachusetts
$1.01M -$178K -1,538 -15%
CC
1033
Chicago Capital
Illinois
$1.01M +$7.5K +65 +0.8%
QCG
1034
Quadrant Capital Group
Ohio
$1M +$524K +4,536 +109%
Koshinski Asset Management
1035
Koshinski Asset Management
Illinois
$1M +$114K +987 +13%
MFG
1036
MidWestOne Financial Group
Iowa
$1M +$131K +1,136 +15%
BO
1037
BRR OpCo
Ohio
$996K +$20.2K +175 +2%
CAG
1038
Csenge Advisory Group
Florida
$996K +$593K +5,137 +147%
MFG
1039
Merit Financial Group
Georgia
$994K -$18.1K -157 -2%
MMPW
1040
Mitchell McLeod Pugh & Williams
Alabama
$994K +$142K +1,233 +17%
MC
1041
Martin & Co
Tennessee
$989K +$39.3K +340 +4%
EI
1042
Ethic Inc
New York
$989K +$235K +2,036 +31%
FDCC
1043
Foster Dykema Cabot & Co
Massachusetts
$988K +$3.35K +29 +0.3%
ICM
1044
IMS Capital Management
Oregon
$987K +$987K +8,551 New
WLPWM
1045
Walled Lake Planning & Wealth Management
Illinois
$982K +$26.4K +229 +3%
BWA
1046
BDO Wealth Advisors
Florida
$975K +$37.6K +326 +4%
DJSG
1047
D.J. St. Germain
Massachusetts
$971K +$29.1K +252 +3%
HH
1048
Hilltop Holdings
Texas
$970K -$27.3K -236 -3%
LSPW
1049
Lake Street Private Wealth
Illinois
$970K -$13.3K -115 -1%
RSC
1050
Red Spruce Capital
Pennsylvania
$968K +$30.2K +262 +3%
40 41
42
43 44