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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 %
BO
1026
BRR OpCo
Ohio
$992K -$11.6K -100 -1%
SG
1027
StoneX Group
New York
$989K +$106K +911 +12%
WA
1028
WESPAC Advisors
California
$985K -$33K -284 -3%
BOH
1029
Bank of Hawaii
Hawaii
$984K -$1.7M -14,643 -63%
CAG
1030
Csenge Advisory Group
Florida
$983K -$22.1K -190 -2%
OPCM
1031
Osborne Partners Capital Management
California
$982K +$10.4K +89 +1%
FGA
1032
Fortis Group Advisors
New Jersey
$981K +$981K +8,443 New
SIG
1033
Sargent Investment Group
Maryland
$979K +$121K +1,042 +14%
FDCC
1034
Foster Dykema Cabot & Co
Massachusetts
$976K -$19.3K -166 -2%
CSUI
1035
Cincinnati Specialty Underwriters Insurance
Ohio
$973K – – –
SACTSONJ
1036
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$973K – – –
VI
1037
Versor Investments
New York
$973K +$973K +8,368 New
RCA
1038
Ranch Capital Advisors
Florida
$972K +$161K +1,388 +20%
VPIM
1039
Vanguard Personalized Indexing Management
California
$971K +$556K +4,782 +134%
CWM
1040
Circle Wealth Management
New Jersey
$970K +$172K +1,480 +22%
AIM
1041
Anchor Investment Management
South Carolina
$969K -$124K -1,065 -11%
DJSG
1042
D.J. St. Germain
Massachusetts
$969K -$8.61K -74 -0.9%
TCOT
1043
Trust Company of Toledo
Ohio
$969K +$42.2K +363 +5%
JAM
1044
Jupiter Asset Management
United Kingdom
$968K +$968K +8,325 New
TC
1045
Trust Company
Kansas
$964K +$25.2K +217 +3%
IWM
1046
IHT Wealth Management
Illinois
$963K +$76.2K +655 +9%
RA
1047
Rational Advisors
New York
$963K +$314K +2,699 +48%
QT
1048
Quantbot Technologies
New York
$963K +$963K +8,281 New
CG
1049
Caprock Group
Idaho
$962K +$8.38K +72 +0.9%
PL
1050
Perpetual Ltd
Australia
$956K – – –
40 41
42
43 44