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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 %
BAAM
1101
Baker Avenue Asset Management
California
$773K -$7.51M -70,882 -91%
BWAM
1102
Boyd Watterson Asset Management
Ohio
$772K +$405K +3,817 +110%
YWP
1103
YorkBridge Wealth Partners
New York
$770K -$108K -1,022 -12%
FFS
1104
Founders Financial Securities
Maryland
$770K -$5.73K -54 -0.7%
GIA
1105
Granite Investment Advisors
New Hampshire
$767K -$26.4K -249 -3%
TFCP
1106
Twin Focus Capital Partners
Massachusetts
$767K +$767K +7,230 New
QPWM
1107
Quadrant Private Wealth Management
Pennsylvania
$762K +$252K +2,377 +49%
JCM
1108
Jag Capital Management
Missouri
$760K +$24.6K +232 +3%
SCM
1109
SOL Capital Management
Maryland
$758K -$49.9K -471 -6%
RWP
1110
RWA Wealth Partners
Massachusetts
$758K -$29.9K -282 -4%
IA
1111
IFP Advisors
Florida
$753K -$202K -1,865 -21%
TAM
1112
Trillium Asset Management
Massachusetts
$753K -$41.8K -394 -5%
PCAP
1113
Pratt Collard Advisory Partners
New York
$752K -$36K -340 -5%
BHA
1114
Beech Hill Advisors
New York
$749K -$66.5K -627 -8%
NFG
1115
Nations Financial Group
Iowa
$748K -$126K -1,188 -14%
SIG
1116
Sargent Investment Group
Maryland
$748K +$267K +2,513 +55%
FIM
1117
Frontier Investment Management
Texas
$746K +$27.3K +257 +4%
EA
1118
Elm Advisors
California
$743K – – –
IRC
1119
Investors Research Corp
Georgia
$738K -$22.2K -209 -3%
HHAA
1120
Henry H. Armstrong Associates
Pennsylvania
$737K +$10.1K +95 +1%
CIA
1121
Choate Investment Advisors
Massachusetts
$729K -$135K -1,274 -16%
CICI
1122
Capital Investment Counsel Inc
North Carolina
$729K -$19K -179 -3%
BSA
1123
Braun Stacey Associates
New York
$727K +$11K +104 +2%
SEEDPG
1124
S.E.E.D. Planning Group
New York
$725K -$3.29K -31 -0.5%
IPW
1125
Inlet Private Wealth
Florida
$725K – – –
43 44
45
46 47