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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 %
CEP
1176
Chicago Equity Partners
Illinois
$651K -$122K -1,150 -16%
CWP
1177
CFM Wealth Partners
Texas
$644K -$232K -2,191 -27%
IDBONY
1178
Israel Discount Bank of New York
New York
$644K +$171K +1,612 +36%
ACI
1179
Alpha Cubed Investments
California
$643K -$62.4K -589 -9%
VCAM
1180
Van Cleef Asset Management
Ohio
$642K -$4.46K -42 -0.7%
RMA
1181
Roffman Miller Associates
Pennsylvania
$641K +$5.62K +53 +0.9%
NAS
1182
Nicolet Advisory Services
Wisconsin
$640K -$37.6K -354 -6%
TRCT
1183
Tower Research Capital (TRC)
New York
$637K +$636K +5,995 +46,115%
CAC
1184
Certified Advisory Corp
Florida
$633K +$212 +2 +0%
RAM
1185
Redmond Asset Management
Virginia
$633K +$57.2K +539 +10%
ATC
1186
Adirondack Trust Company
New York
$631K +$20K +189 +3%
QP
1187
Quilter Plc
United Kingdom
$631K +$185K +1,746 +42%
SC
1188
SouthState Corp
Florida
$627K -$233K -2,236 -27%
SAM
1189
Summit Asset Management
Tennessee
$624K -$33K -311 -5%
MA
1190
Mutual Advisors
Nebraska
$623K -$73.9K -697 -11%
WCA
1191
Windsor Creek Advisors
Vermont
$622K +$8.06K +76 +1%
AC
1192
Alexandria Capital
Virginia
$622K +$120K +1,133 +24%
PWA
1193
Physician Wealth Advisors
Utah
$622K +$131K +1,151 +27%
WWM
1194
Windsor Wealth Management
Indiana
$622K +$145K +1,365 +30%
PHS
1195
Pekin Hardy Strauss
Illinois
$621K -$48.7K -459 -7%
WQ
1196
Wealth Quarterback
New Jersey
$621K -$9.61M -99,962 -94%
KTC
1197
Kistler-Tiffany Companies
Pennsylvania
$620K – – –
MMHP
1198
Murphy Middleton Hinkle & Parker
Georgia
$618K +$52.4K +494 +9%
ICM
1199
Islay Capital Management
Texas
$616K +$588K +5,542 +2,091%
EWM
1200
Edge Wealth Management
New York
$615K +$570K +5,314 +1,271%
46 47
48
49 50