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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 %
LMAM
1101
Legg Mason Asset Management
Japan
$874K +$22.1K +191 +3%
BMO
1102
Beck Mack & Oliver
New York
$870K – – –
EHC
1103
Everett Harris & Co
California
$864K -$13.9K -120 -2%
IPW
1104
Inlet Private Wealth
Florida
$864K +$75.4K +653 +10%
JCM
1105
Jag Capital Management
Missouri
$863K +$35.3K +306 +4%
LBD
1106
Landsberg Bennett & Dubbaneh
Florida
$855K -$41.6K -363 -5%
FBT
1107
First Bankers Trust
Kentucky
$855K – – –
WOC
1108
West Oak Capital
California
$854K -$69.3K -600 -8%
RCA
1109
Ranch Capital Advisors
Florida
$846K +$205K +1,686 +32%
CFA
1110
Camarda Financial Advisors
Florida
$845K -$538K -4,658 -39%
PP
1111
Patten & Patten
Tennessee
$835K -$54.9K -476 -6%
SIG
1112
Sargent Investment Group
Maryland
$835K +$36.1K +319 +5%
KMWM
1113
Keudell/Morrison Wealth Management
Oregon
$833K +$317K +2,750 +62%
MIC
1114
Means Investment Company
Maine
$830K -$36.7K -303 -4%
PA
1115
Parallel Advisors
California
$830K +$109K +944 +15%
RWP
1116
RWA Wealth Partners
Massachusetts
$826K +$924 +8 +0.1%
GIA
1117
Granite Investment Advisors
New Hampshire
$823K -$12K -104 -1%
VWM
1118
Venturi Wealth Management
Texas
$822K +$89.4K +774 +12%
MA
1119
Mutual Advisors
Nebraska
$821K +$142K +1,233 +21%
QPWM
1120
Quadrant Private Wealth Management
Pennsylvania
$818K -$12K -104 -1%
CPIG
1121
Chicago Partners Investment Group
Illinois
$817K -$17.5K -145 -2%
BHA
1122
Beech Hill Advisors
New York
$815K – – –
FFBTD
1123
First Financial Bank - Trust Division
Ohio
$809K -$76.8K -664 -9%
SCM
1124
SOL Capital Management
Maryland
$807K -$18K -156 -2%
EH
1125
Equitable Holdings
New York
$806K +$54.5K +472 +7%
43 44
45
46 47