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IBM
IBM

Overview Fund Activity

2,126 hedge funds and large institutions have $63.8B invested in IBM in 2020 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 754 increasing their positions, 892 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,126
Holders Change
+142
Holders Change %
+7.16%
% of All Funds
37.72%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.62%
New
271
Increased
754
Reduced
892
Closed
95
Calls
$1.69B
Puts
$2.11B
Net Calls
-$417M
Net Calls Change
-$115M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$297M
2
Franklin Resources
Franklin Resources
California
+$268M
3
Two Sigma Investments
Two Sigma Investments
New York
+$178M
4
BlackRock
BlackRock
New York
+$167M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$161M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$542M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$263M
3
Barclays
Barclays
United Kingdom
-$219M
4
State Street
State Street
Massachusetts
-$131M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
1151
Winslow Evans & Crocker
Massachusetts
$841K +$247K +4,455 +42%
BSB
1152
Bangor Savings Bank
Maine
$840K -$10.7K -89 -1%
PWW
1153
Pettyjohn Wood & White
Virginia
$838K -$38.1K -316 -4%
FFA
1154
First Foundation Advisors
California
$835K +$37.2K +309 +5%
LF
1155
Lantz Financial
Illinois
$835K +$118K +980 +16%
MPM
1156
Meritage Portfolio Management
Kansas
$834K +$31.8K +264 +4%
SFP
1157
Sandbox Financial Partners
Maryland
$834K +$834K +6,933 New
WC
1158
Westhampton Capital
North Carolina
$830K +$219K +1,817 +36%
SW
1159
SkyOak Wealth
Michigan
$830K +$249K +2,066 +43%
WWM
1160
Wagner Wealth Management
South Carolina
$827K +$827K +6,872 New
WLPWM
1161
Walled Lake Planning & Wealth Management
Illinois
$825K -$261K -2,172 -24%
GBT
1162
Grove Bank & Trust
Florida
$825K +$13.2K +110 +2%
BFA
1163
Beaumont Financial Advisors
Massachusetts
$824K -$395K -3,283 -32%
SIG
1164
Sargent Investment Group
Maryland
$824K -$188K -1,565 -19%
CNBTD
1165
Citizens National Bank Trust Department
Mississippi
$823K – – –
HHAA
1166
Henry H. Armstrong Associates
Pennsylvania
$822K – – –
RIA
1167
Realta Investment Advisors
Delaware
$819K +$319K +2,651 +64%
WC
1168
Woodstock Corp
Massachusetts
$817K -$101K -840 -11%
GIA
1169
Granite Investment Advisors
New Hampshire
$816K -$9.5K -79 -1%
WWM
1170
Windsor Wealth Management
Indiana
$813K -$72.7K -604 -8%
FFBTD
1171
First Financial Bank - Trust Division
Ohio
$809K -$31.9K -265 -4%
AP
1172
Atwood & Palmer
Missouri
$806K +$25.2K +209 +3%
RPC
1173
Rossmore Private Capital
Connecticut
$804K +$5.78K +48 +0.7%
LWANC
1174
Laurel Wealth Advisors (North Carolina)
North Carolina
$803K -$59.4K -493 -7%
SCM
1175
SOL Capital Management
Maryland
$799K -$120 -1 -0%
45 46
47
48 49