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
Name Holding Trade Value Shares
Change
Shares
Change %
BMC
1051
Beaton Management Company
Massachusetts
$956K +$956K +8,222 New
FBC
1052
Fairfield, Bush & Co
Connecticut
$954K
CT
1053
Chicago Trust
Illinois
$954K +$64.1K +551 +7%
WDA
1054
Wendell David Associates
New Hampshire
$950K
RSC
1055
Red Spruce Capital
Pennsylvania
$949K -$26.3K -226 -3%
SFSG
1056
Stearns Financial Services Group
North Carolina
$948K -$89K -765 -9%
CCM
1057
Compton Capital Management
Rhode Island
$947K +$43.9K +377 +5%
CCA
1058
Checchi Capital Advisers
California
$946K -$107K -919 -10%
PP
1059
Patten & Patten
Tennessee
$945K +$103K +889 +12%
BCA
1060
Bay Colony Advisors
Massachusetts
$945K +$347K +2,985 +58%
FBT
1061
First Bank & Trust
South Dakota
$944K -$13.3K -114 -1%
PWM
1062
PBMares Wealth Management
Virginia
$944K +$39.2K +337 +4%
MAM
1063
Meeder Asset Management
Ohio
$939K -$2.37M -20,335 -72%
MFG
1064
MidWestOne Financial Group
Iowa
$938K -$69.4K -597 -7%
FG
1065
Fiduciary Group
Georgia
$937K -$27.4K -236 -3%
SCP
1066
Syntal Capital Partners
Texas
$934K -$524K -4,505 -36%
CBFP
1067
Cedar Brook Financial Partners
Ohio
$929K -$465 -4 -0.1%
FWM
1068
Focused Wealth Management
New York
$922K -$2.56K -22 -0.3%
BWP
1069
Baldwin Wealth Partners
Massachusetts
$918K
DWM
1070
Destination Wealth Management
California
$917K -$234K -2,015 -20%
CFGS
1071
Concourse Financial Group Securities
Alabama
$915K +$130K +1,117 +17%
SIM
1072
Stratos Investment Management
Ohio
$915K +$174K +1,499 +24%
DA
1073
DCF Advisers
Connecticut
$913K
PCM
1074
Penserra Capital Management
California
$913K +$131K +1,128 +17%
DHFB
1075
Dixon Hubard Feinour & Brown
Virginia
$905K -$26.8K -230 -3%