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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 %
VAG
1126
VisionPoint Advisory Group
Texas
$805K -$143K -1,189 -15%
IRC
1127
Investors Research Corp
Georgia
$804K – – –
LWANC
1128
Laurel Wealth Advisors (North Carolina)
North Carolina
$801K +$29.7K +257 +4%
GBT
1129
Grove Bank & Trust
Florida
$800K +$305K +2,642 +62%
PCAP
1130
Pratt Collard Advisory Partners
New York
$798K -$21K -182 -3%
IA
1131
IFP Advisors
Florida
$796K – – –
CICI
1132
Capital Investment Counsel Inc
North Carolina
$796K +$2.54K +22 +0.3%
JIR
1133
James Investment Research
Ohio
$796K +$155K +1,344 +24%
AFP
1134
Ausdal Financial Partners
Iowa
$793K -$9.81K -85 -1%
CWM
1135
Circle Wealth Management
New Jersey
$792K -$228K -1,977 -22%
BAM
1136
Barrett Asset Management
New York
$792K +$60.4K +523 +8%
CNBTD
1137
Citizens National Bank Trust Department
Mississippi
$789K – – –
HHAA
1138
Henry H. Armstrong Associates
Pennsylvania
$788K -$14.2K -123 -2%
BSB
1139
Bangor Savings Bank
Maine
$788K +$48.6K +421 +7%
GLA
1140
Good Life Advisors
Pennsylvania
$787K +$58.4K +506 +8%
MVA
1141
Mount Vernon Associates
Maryland
$786K – – –
EA
1142
Elm Advisors
California
$785K -$24.1K -209 -3%
CCA
1143
Cobblestone Capital Advisors
New York
$785K +$1.85K +16 +0.2%
JJ
1144
JDC-JSC
New York
$785K +$121K +1,046 +18%
BAM
1145
Belpointe Asset Management
Nevada
$782K +$41.3K +358 +6%
SLF
1146
Sun Life Financial
Ontario, Canada
$780K +$18.7K +162 +2%
CFGS
1147
Concourse Financial Group Securities
Alabama
$779K -$212K -1,834 -21%
BSA
1148
Braun Stacey Associates
New York
$779K -$12K -104 -2%
FFA
1149
First Foundation Advisors
California
$777K -$551K -4,772 -41%
PCM
1150
Penserra Capital Management
California
$776K -$7.15K -62 -0.9%
44 45
46
47 48