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IBM
IBM

Overview Fund Activity

1,984 hedge funds and large institutions have $61.7B invested in IBM in 2020 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 791 increasing their positions, 818 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,984
Holders Change
-3
Holders Change %
-0.15%
% of All Funds
40.14%
Holding in Top 10
39
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.36%
% of All Funds
0.79%
New
118
Increased
791
Reduced
818
Closed
103
Calls
$1.46B
Puts
$1.76B
Net Calls
-$302M
Net Calls Change
-$73.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$238M
2
Franklin Resources
Franklin Resources
California
+$180M
3
Morgan Stanley
Morgan Stanley
New York
+$80.1M
4
N
Natixis
France
+$75.1M
5
IFP
Independent Franchise Partners
United Kingdom
+$75M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$545M
2
Ameriprise
Ameriprise
Minnesota
-$171M
3
KCM
Kensico Capital Management
Connecticut
-$138M
4
State Street
State Street
Massachusetts
-$113M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
1151
First Foundation Advisors
California
$771K -$11.7K -101 -2%
RPC
1152
Rossmore Private Capital
Connecticut
$771K +$24.4K +210 +3%
WA
1153
Wealth Alliance
New York
$770K +$86.7K +745 +13%
CWM
1154
Connecticut Wealth Management
Connecticut
$768K +$132K +1,135 +21%
LNB
1155
Ledyard National Bank
$758K -$6.39K -55 -0.8%
SAM
1156
Summit Asset Management
Tennessee
$757K +$25.3K +217 +3%
EWM
1157
Evermay Wealth Management
Virginia
$757K +$72.2K +621 +11%
AP
1158
Atwood & Palmer
Missouri
$754K -$9.19K -79 -1%
CIC
1159
Carnegie Investment Counsel
Ohio
$754K +$17.7K +152 +2%
CBA
1160
Coastal Bridge Advisors
Connecticut
$754K +$19.7K +169 +3%
JCM
1161
Janney Capital Management
Pennsylvania
$750K +$53.5K +460 +8%
SIC
1162
Shoker Investment Counsel
Ohio
$747K +$4.3K +37 +0.6%
MVA
1163
Mount Vernon Associates
Maryland
$743K -$48.6K -418 -6%
PTC
1164
Private Trust Company
Ohio
$743K -$2.56K -22 -0.3%
ACM
1165
AlphaStar Capital Management
North Carolina
$742K +$156K +1,303 +27%
SL
1166
Stevard LLC
Illinois
$737K +$211K +1,813 +40%
BIC
1167
Beach Investment Counsel
Pennsylvania
$735K – – –
GIP
1168
Granite Investment Partners
California
$733K – – –
CPC
1169
Congress Park Capital
New York
$732K +$36.5K +314 +5%
FAM
1170
Fenimore Asset Management
New York
$731K – – –
CPR
1171
CSU Producer Resources
Ohio
$730K – – –
HIA
1172
Harbor Investment Advisory
Maryland
$730K +$85K +731 +13%
DAM
1173
Delta Asset Management
Tennessee
$728K -$1.4K -12 -0.2%
KCM
1174
Kendall Capital Management
Maryland
$727K -$538K -4,625 -43%
YWP
1175
YorkBridge Wealth Partners
New York
$727K -$1.16K -10 -0.2%
45 46
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