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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 %
CNBTD
1126
Citizens National Bank Trust Department
Mississippi
$725K +$725K +6,836 New
MVA
1127
Mount Vernon Associates
Maryland
$722K +$33.3K +314 +5%
CIC
1128
Carnegie Investment Counsel
Ohio
$722K +$52.1K +491 +8%
ATFA
1129
All Terrain Financial Advisors
Minnesota
$720K +$111K +1,050 +18%
CCA
1130
Cobblestone Capital Advisors
New York
$719K -$2.76K -26 -0.4%
BHC
1131
Bowen Hanes & Co
Florida
$717K +$186K +1,757 +35%
CG
1132
Caprock Group
Idaho
$716K -$788K -7,433 -52%
PTC
1133
Private Trust Company
Ohio
$714K +$16.3K +154 +2%
VC
1134
Vicus Capital
Pennsylvania
$711K -$1,000K -9,423 -58%
SCP
1135
Sandhill Capital Partners
New York
$711K +$13.4K +126 +2%
Nomura Holdings
1136
Nomura Holdings
Japan
$708K -$475K -4,298 -40%
LWANC
1137
Laurel Wealth Advisors (North Carolina)
North Carolina
$708K +$246K +2,320 +53%
9WM
1138
9258 Wealth Management
Ohio
$705K +$64.3K +534 +10%
VC
1139
Voit & Company
Wisconsin
$703K +$703K +6,633 New
HB
1140
Horizon Bancorp
Indiana
$702K -$173K -1,634 -20%
BHIA
1141
Birch Hill Investment Advisors
Massachusetts
$699K -$33.3K -314 -5%
SLF
1142
Sun Life Financial
Ontario, Canada
$699K +$113K +1,064 +19%
S
1143
SignatureFD
Georgia
$697K -$58.4K -551 -8%
AP
1144
Atwood & Palmer
Missouri
$696K +$8.38K +79 +1%
CA
1145
Calton & Associates
Florida
$695K +$19.6K +185 +3%
DC
1146
Diametric Capital
Massachusetts
$695K +$695K +6,556 New
EI
1147
Ethic Inc
New York
$693K +$124K +1,168 +22%
EH
1148
Equitable Holdings
New York
$691K +$267K +2,513 +63%
BIC
1149
Beach Investment Counsel
Pennsylvania
$687K -$13.9K -131 -2%
BAM
1150
Belpointe Asset Management
Nevada
$681K -$194K -1,828 -22%
44 45
46
47 48