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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 %
CSUI
1051
Cincinnati Specialty Underwriters Insurance
Ohio
$966K – – –
SACTSONJ
1052
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$966K – – –
OPCM
1053
Osborne Partners Capital Management
California
$964K -$69.3K -600 -7%
ADL
1054
Asset Dedication LLC
California
$964K +$72.6K +627 +8%
CC
1055
Cypress Capital
Tennessee
$958K +$958K +8,299 New
FG
1056
Fiduciary Group
Georgia
$957K -$50.2K -435 -5%
WI
1057
WBI Investments
New Jersey
$956K -$1.94M -16,780 -67%
DHFB
1058
Dixon Hubard Feinour & Brown
Virginia
$953K -$3.1K -26 -0.3%
CL
1059
Choreo LLC
Illinois
$952K -$398K -3,452 -30%
FBT
1060
First Bank & Trust
South Dakota
$950K +$931K +8,064 +4,829%
BRC
1061
Bell Rock Capital
Delaware
$949K -$2.31K -20 -0.2%
PL
1062
Perpetual Ltd
Australia
$949K +$949K +8,217 New
FBC
1063
Fairfield, Bush & Co
Connecticut
$947K +$3.12K +27 +0.3%
CG
1064
Caprock Group
Idaho
$946K +$167K +1,445 +21%
WDA
1065
Wendell David Associates
New Hampshire
$943K – – –
FFS
1066
Founders Financial Securities
Maryland
$939K +$99.1K +857 +12%
JIP
1067
Jaffetilchin Investment Partners
Florida
$936K +$936K +8,107 New
CT
1068
Coastline Trust
Rhode Island
$935K -$9.12K -79 -1%
TC
1069
Trust Company
Kansas
$932K +$86.8K +752 +10%
WC
1070
Woodstock Corp
Massachusetts
$930K -$48.3K -418 -5%
APF
1071
Alaska Permanent Fund
Alaska
$929K – – –
IC
1072
IEQ Capital
California
$928K -$696K -6,023 -43%
FSA
1073
Franklin Street Advisors
North Carolina
$923K -$40.3K -349 -4%
CBFP
1074
Cedar Brook Financial Partners
Ohio
$923K +$25.2K +218 +3%
SIC
1075
Salem Investment Counselors
North Carolina
$920K -$154K -1,333 -14%
41 42
43
44 45