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IBM
IBM

Overview Fund Activity

2,207 hedge funds and large institutions have $73.8B invested in IBM in 2021 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 936 increasing their positions, 799 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,207
Holders Change
+63
Holders Change %
+2.94%
% of All Funds
38.53%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.61%
New
173
Increased
936
Reduced
799
Closed
84
Calls
$2.28B
Puts
$2.34B
Net Calls
-$61.6M
Net Calls Change
+$475M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$153M
2
MWNA
Marshall Wace North America
New York
+$133M
3
Goldman Sachs
Goldman Sachs
New York
+$130M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$129M
5
DnB Asset Management
DnB Asset Management
Norway
+$100M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$369M
2
Franklin Resources
Franklin Resources
California
-$235M
3
Renaissance Technologies
Renaissance Technologies
New York
-$141M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$115M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$79M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
1076
StoneX Group
New York
$1.15M +$153K +1,090 +15%
TCM
1077
Twin Capital Management
Pennsylvania
$1.15M +$1.15M +8,179 New
RSC
1078
Red Spruce Capital
Pennsylvania
$1.14M – – –
Koshinski Asset Management
1079
Koshinski Asset Management
Illinois
$1.14M -$156K -1,115 -12%
GVAG
1080
Great Valley Advisor Group
Delaware
$1.14M -$77.6K -556 -6%
MPI
1081
Mairs & Power Inc
Minnesota
$1.14M -$135K -965 -11%
WDA
1082
Wendell David Associates
New Hampshire
$1.13M – – –
CBFP
1083
Cedar Brook Financial Partners
Ohio
$1.13M +$39.2K +280 +4%
BWP
1084
BSW Wealth Partners
Colorado
$1.13M +$108K +771 +11%
GCA
1085
Greenwood Capital Associates
South Carolina
$1.13M +$332K +2,369 +42%
PFSC
1086
Peoples Financial Services Corp
Pennsylvania
$1.13M -$223K -1,590 -16%
CA
1087
Cornerstone Advisory
Maryland
$1.13M – – –
CS
1088
Comerica Securities
Michigan
$1.13M +$94.3K +673 +9%
FSA
1089
Franklin Street Advisors
North Carolina
$1.13M +$35.3K +252 +3%
NFC
1090
Northeast Financial Consultants
Connecticut
$1.13M +$561 +4 +0%
RMDI
1091
R.M. Davis Inc
Maine
$1.12M -$58.6K -418 -5%
BMC
1092
Beaton Management Company
Massachusetts
$1.12M – – –
RWM
1093
Ritholtz Wealth Management
New York
$1.12M +$264K +1,887 +31%
FG
1094
Fiduciary Group
Georgia
$1.12M – – –
EC
1095
Estate Counselors
Wisconsin
$1.12M +$1.12M +8,002 New
MJRIC
1096
Mogy Joel R Investment Counsel
California
$1.12M – – –
B
1097
Barings
North Carolina
$1.12M -$27.3K -195 -2%
CQS
1098
Credential Qtrade Securities
$1.11M +$321K +2,291 +40%
SCM
1099
Southport Capital Management
Tennessee
$1.11M -$77.6K -554 -7%
PWM
1100
PBMares Wealth Management
Virginia
$1.11M -$44K -314 -4%
42 43
44
45 46