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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 %
TCOT
1076
Trust Company of Toledo
Ohio
$920K -$57.4K -497 -6%
FWM
1077
Focused Wealth Management
New York
$918K +$36K +312 +4%
FL
1078
Fort LP
Maryland
$913K -$1.51M -13,062 -62%
MF
1079
Magnetar Financial
Illinois
$913K +$913K +7,909 New
BWP
1080
Baldwin Wealth Partners
Massachusetts
$911K -$24.1K -209 -3%
WPC
1081
White Pine Capital
Minnesota
$911K -$12.7K -110 -1%
RMCM
1082
Reynders McVeigh Capital Management
Massachusetts
$906K -$39.3K -340 -4%
DA
1083
DCF Advisers
Connecticut
$906K – – –
CGL
1084
Clarius Group LLC
Washington
$906K +$906K +7,846 New
EWA
1085
EP Wealth Advisors
California
$899K -$153K -1,328 -15%
PWM
1086
PBMares Wealth Management
Virginia
$898K – – –
CCM
1087
Compton Capital Management
Rhode Island
$896K +$14.4K +125 +2%
VFA
1088
Valeo Financial Advisors
Indiana
$896K +$35.9K +311 +4%
MCM
1089
Mork Capital Management
California
$894K – – –
BAM
1090
Brave Asset Management
New Jersey
$889K +$3.93K +34 +0.4%
B
1091
Bellecapital
Switzerland
$889K +$273K +2,370 +44%
SCM
1092
Stevens Capital Management
Pennsylvania
$887K +$887K +7,680 New
CT
1093
Chicago Trust
Illinois
$884K +$16.9K +146 +2%
NFG
1094
Nations Financial Group
Iowa
$884K +$69.9K +605 +9%
IWM
1095
IHT Wealth Management
Illinois
$880K +$33.7K +292 +4%
PWW
1096
Pettyjohn Wood & White
Virginia
$879K +$4.85K +42 +0.6%
MCM
1097
Manchester Capital Management
Vermont
$878K -$123K -1,068 -12%
SG
1098
StoneX Group
New York
$877K +$20.1K +174 +2%
MWM
1099
Mission Wealth Management
California
$876K -$127K -1,100 -13%
NNP
1100
Nachman Norwood & Parrott
South Carolina
$874K -$1.16K -10 -0.1%
42 43
44
45 46