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IBM
IBM

Overview Fund Activity

2,126 hedge funds and large institutions have $63.8B invested in IBM in 2020 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 754 increasing their positions, 892 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,126
Holders Change
+142
Holders Change %
+7.16%
% of All Funds
37.72%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.62%
New
271
Increased
754
Reduced
892
Closed
95
Calls
$1.69B
Puts
$2.11B
Net Calls
-$417M
Net Calls Change
-$115M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$297M
2
Franklin Resources
Franklin Resources
California
+$268M
3
Two Sigma Investments
Two Sigma Investments
New York
+$178M
4
BlackRock
BlackRock
New York
+$167M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$161M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$542M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$263M
3
Barclays
Barclays
United Kingdom
-$219M
4
State Street
State Street
Massachusetts
-$131M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
SACTSONJ
1076
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.01M – – –
SIC
1077
SFE Investment Counsel
California
$1M +$646K +5,369 +181%
PWM
1078
PBMares Wealth Management
Virginia
$1M +$23.9K +199 +2%
PCM
1079
Penserra Capital Management
California
$998K +$53.1K +442 +6%
FBC
1080
Fairfield, Bush & Co
Connecticut
$987K – – –
RSC
1081
Red Spruce Capital
Pennsylvania
$982K – – –
AIM
1082
Anchor Investment Management
South Carolina
$978K -$25K -208 -2%
PIM
1083
Perpetual Investment Management
Australia
$977K +$977K +8,217 New
JWA
1084
JFS Wealth Advisors
Pennsylvania
$975K +$164K +1,366 +20%
WDA
1085
Wendell David Associates
New Hampshire
$973K -$9.38K -78 -1%
KLCM
1086
KG&L Capital Management
Louisiana
$972K -$184K -1,534 -16%
BO
1087
BRR OpCo
Ohio
$972K -$53.9K -448 -5%
LMAM
1088
Legg Mason Asset Management
Japan
$969K +$969K +8,053 New
FWM
1089
Focused Wealth Management
New York
$967K +$12.5K +104 +1%
BCM
1090
Bluefin Capital Management
New York
$967K +$967K +8,031 New
NFC
1091
Northeast Financial Consultants
Connecticut
$966K -$197K -1,639 -17%
TC
1092
Trust Company
Kansas
$966K -$31.6K -263 -3%
MFG
1093
MidWestOne Financial Group
Iowa
$965K -$6.26K -52 -0.6%
TI
1094
Trexquant Investment
Connecticut
$965K +$965K +8,019 New
BMC
1095
Beaton Management Company
Massachusetts
$964K -$25.3K -210 -3%
FFS
1096
Founders Financial Securities
Maryland
$964K +$45.5K +378 +5%
TA
1097
TruWealth Advisors
Louisiana
$961K +$961K +7,987 New
BAM
1098
Belpointe Asset Management
Nevada
$960K +$130K +1,083 +16%
IWM
1099
IHT Wealth Management
Illinois
$955K -$41.5K -345 -4%
EHC
1100
Everett Harris & Co
California
$955K +$85.6K +711 +10%
42 43
44
45 46