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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 %
CMTU
1076
Capital Markets Trading (UK)
United Kingdom
$811K +$811K +7,647 New
FWM
1077
Focused Wealth Management
New York
$810K -$26K -245 -3%
CCM
1078
Compton Capital Management
Rhode Island
$810K -$5.52K -52 -0.7%
MYAM
1079
Meiji Yasuda Asset Management
Japan
$809K -$1.78M -16,774 -69%
EHC
1080
Everett Harris & Co
California
$806K +$269K +2,536 +50%
NNP
1081
Nachman Norwood & Parrott
South Carolina
$804K +$27.9K +263 +4%
PWW
1082
Pettyjohn Wood & White
Virginia
$803K +$12.8K +121 +2%
AFP
1083
Ausdal Financial Partners
Iowa
$801K +$45.5K +395 +6%
RIM
1084
Rampart Investment Management
Connecticut
$799K -$744K -7,013 -48%
BMO
1085
Beck Mack & Oliver
New York
$799K -$308K -2,903 -28%
MFG
1086
MidWestOne Financial Group
Iowa
$799K -$279K -2,630 -26%
CT
1087
Chicago Trust
Illinois
$796K +$62.5K +589 +9%
MGIA
1088
Moneta Group Investment Advisors
Missouri
$795K +$28.7K +271 +4%
CPIG
1089
Chicago Partners Investment Group
Illinois
$794K +$274K +2,383 +53%
SP
1090
SWS Partners
Ohio
$792K +$792K +7,468 New
SG
1091
StoneX Group
New York
$787K +$85.8K +809 +12%
PCM
1092
Penserra Capital Management
California
$786K +$108K +933 +16%
FBT
1093
First Bankers Trust
Kentucky
$785K -$32.1K -303 -4%
AIL
1094
AGF Investments LLC
Ontario, Canada
$782K -$133K -1,256 -15%
MMPW
1095
Mitchell McLeod Pugh & Williams
Alabama
$782K +$20.4K +192 +3%
LMAM
1096
Legg Mason Asset Management
Japan
$782K +$56.2K +530 +8%
MCM
1097
Magnolia Capital Management
New York
$780K -$53.3K -503 -6%
IWM
1098
IHT Wealth Management
Illinois
$777K +$107K +1,014 +16%
TC
1099
Trust Company
Kansas
$777K +$195K +1,840 +34%
VI
1100
Versor Investments
New York
$777K +$777K +7,322 New
42 43
44
45 46