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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 %
BIC
1176
Beach Investment Counsel
Pennsylvania
$730K -$18.1K -157 -2%
BWM
1177
BT Wealth Management
Georgia
$730K – – –
CBA
1178
Coastal Bridge Advisors
Connecticut
$729K +$3.93K +34 +0.5%
PAS
1179
Partnervest Advisory Services
California
$729K +$5.77K +50 +0.8%
GIP
1180
Granite Investment Partners
California
$728K – – –
FAM
1181
Fenimore Asset Management
New York
$726K – – –
SAM
1182
Summit Asset Management
Tennessee
$726K +$46.2K +400 +7%
CPR
1183
CSU Producer Resources
Ohio
$725K – – –
YWP
1184
YorkBridge Wealth Partners
New York
$723K -$115K -999 -14%
BS
1185
Bessemer Securities
New York
$723K – – –
DAM
1186
Delta Asset Management
Tennessee
$723K +$692 +6 +0.1%
CIA
1187
Choate Investment Advisors
Massachusetts
$721K -$73K -632 -9%
SEEDPG
1188
S.E.E.D. Planning Group
New York
$721K -$67.5K -585 -9%
OSAM
1189
O'Shaughnessy Asset Management
Connecticut
$721K +$570K +4,936 +379%
UCI
1190
Uncommon Cents Investing
Wisconsin
$719K -$15.1K -131 -2%
PL
1191
Plancorp LLC
Missouri
$719K +$2.54K +22 +0.4%
BWM
1192
BerganKDV Wealth Management
Minnesota
$718K +$3.23K +28 +0.5%
AI
1193
Accredited Investors
Minnesota
$716K +$62.8K +544 +10%
AL
1194
Aspiriant LLC
California
$716K +$134K +1,166 +23%
PAS
1195
Park Avenue Securities
New York
$715K +$715K +6,190 New
IA
1196
Icon Advisers
Colorado
$713K – – –
RAM
1197
Redmond Asset Management
Virginia
$713K +$24.1K +209 +4%
WTB
1198
Washington Trust Bank
Washington
$712K +$66.3K +575 +10%
WKWM
1199
Walter & Keenan Wealth Management
Indiana
$709K +$709K +6,152 New
ICM
1200
Islay Capital Management
Texas
$708K +$37.3K +323 +6%
46 47
48
49 50