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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 %
BSB
1151
Bangor Savings Bank
Maine
$680K +$4.56K +43 +0.7%
IWC
1152
Integrated Wealth Concepts
Massachusetts
$676K -$293K -2,762 -30%
NSAM
1153
North Star Asset Management
Wisconsin
$674K -$196K -1,845 -23%
UCI
1154
Uncommon Cents Investing
Wisconsin
$674K – – –
VWM
1155
Venturi Wealth Management
Texas
$673K +$92.1K +868 +16%
IFWM
1156
Institute for Wealth Management
Colorado
$672K -$63.1K -595 -9%
BAM
1157
Barrett Asset Management
New York
$672K -$14.3K -135 -2%
SMC
1158
Smith, Moore & Co
Missouri
$671K +$24.3K +229 +4%
SIC
1159
Shoker Investment Counsel
Ohio
$671K +$671K +6,332 New
BWM
1160
BT Wealth Management
Georgia
$670K -$134K -1,268 -17%
GIP
1161
Granite Investment Partners
California
$669K -$1.59K -15 -0.2%
GLA
1162
Good Life Advisors
Pennsylvania
$668K -$7.4K -70 -1%
FAM
1163
Fenimore Asset Management
New York
$667K -$168K -1,581 -20%
CPR
1164
CSU Producer Resources
Ohio
$666K – – –
CBA
1165
Coastal Bridge Advisors
Connecticut
$666K +$2.44K +23 +0.4%
PAS
1166
Partnervest Advisory Services
California
$665K +$298K +2,805 +81%
DAM
1167
Delta Asset Management
Tennessee
$664K – – –
BS
1168
Bessemer Securities
New York
$664K – – –
PA
1169
Parallel Advisors
California
$662K -$58.8K -555 -8%
CA
1170
Cambridge Advisors
Nebraska
$659K -$6.68K -63 -1%
RPC
1171
Rossmore Private Capital
Connecticut
$659K +$43.3K +408 +7%
PL
1172
Plancorp LLC
Missouri
$658K -$19.8K -187 -3%
RG
1173
Renaissance Group
Kentucky
$658K -$10.5K -99 -2%
BWM
1174
BerganKDV Wealth Management
Minnesota
$656K +$205K +1,935 +45%
IA
1175
Icon Advisers
Colorado
$654K – – –
45 46
47
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