IBM icon

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 %
BWP
1051
Baldwin Wealth Partners
Massachusetts
$859K -$38.2K -360 -4%
AF
1052
Advisornet Financial
Minnesota
$855K -$337K -3,177 -28%
CCFCSB
1053
Cape Cod Five Cents Savings Bank
Massachusetts
$855K -$97.3K -917 -10%
APF
1054
Alaska Permanent Fund
Alaska
$853K +$853K +8,044 New
DHFB
1055
Dixon Hubard Feinour & Brown
Virginia
$852K +$16.7K +157 +2%
WPC
1056
White Pine Capital
Minnesota
$849K +$467K +4,404 +122%
WOC
1057
West Oak Capital
California
$848K -$121K -1,140 -12%
AWE
1058
Avidian Wealth Enterprises
Texas
$847K +$568K +5,353 +203%
MAM
1059
Mastrapasqua Asset Management
Tennessee
$838K +$314K +2,967 +60%
VAG
1060
VisionPoint Advisory Group
Texas
$836K +$433K +4,086 +108%
DA
1061
DCF Advisers
Connecticut
$832K +$832K +7,845 New
Capital Fund Management (CFM)
1062
Capital Fund Management (CFM)
France
$829K -$4.65M -43,849 -85%
MIH
1063
Meitav Investment House
Israel
$826K -$266K -2,512 -24%
TC
1064
Telemus Capital
Michigan
$826K +$284K +2,382 +52%
PWM
1065
PBMares Wealth Management
Virginia
$825K +$7.64K +72 +0.9%
CBFP
1066
Cedar Brook Financial Partners
Ohio
$824K +$128K +1,207 +18%
LBD
1067
Landsberg Bennett & Dubbaneh
Florida
$823K -$29.4K -280 -3%
ZB
1068
Zions Bancorporation
Utah
$823K -$19.8K -187 -2%
MCM
1069
Mork Capital Management
California
$821K – – –
ADL
1070
Asset Dedication LLC
California
$819K -$581K -5,464 -41%
PP
1071
Patten & Patten
Tennessee
$818K +$48.8K +460 +6%
MIC
1072
Means Investment Company
Maine
$816K +$35.6K +312 +5%
Koshinski Asset Management
1073
Koshinski Asset Management
Illinois
$815K +$91.3K +860 +13%
FFBTD
1074
First Financial Bank - Trust Division
Ohio
$813K -$117K -1,102 -13%
BAM
1075
Brave Asset Management
New Jersey
$813K +$116K +1,098 +17%
41 42
43
44 45