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IBM
IBM

Overview Fund Activity

2,207 hedge funds and large institutions have $73.8B invested in IBM in 2021 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 936 increasing their positions, 799 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,207
Holders Change
+63
Holders Change %
+2.94%
% of All Funds
38.53%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.61%
New
173
Increased
936
Reduced
799
Closed
84
Calls
$2.28B
Puts
$2.34B
Net Calls
-$61.6M
Net Calls Change
+$475M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$153M
2
MWNA
Marshall Wace North America
New York
+$133M
3
Goldman Sachs
Goldman Sachs
New York
+$130M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$129M
5
DnB Asset Management
DnB Asset Management
Norway
+$100M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$369M
2
Franklin Resources
Franklin Resources
California
-$235M
3
Renaissance Technologies
Renaissance Technologies
New York
-$141M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$115M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$79M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
1176
Cobblestone Capital Advisors
New York
$946K +$19.1K +136 +2%
WFG
1177
Wills Financial Group
Virginia
$936K +$936K +6,680 New
GLA
1178
Good Life Advisors
Pennsylvania
$935K -$81.8K -584 -8%
VAS
1179
Vestmark Advisory Solutions
Massachusetts
$935K +$11.4K +81 +1%
JFL
1180
Jarislowsky, Fraser Ltd
Quebec, Canada
$935K +$29.3K +209 +3%
CT
1181
Coastline Trust
Rhode Island
$932K -$84.9K -606 -8%
TCPWM
1182
Traverso Chambers Private Wealth Management
California
$931K +$81.9K +584 +10%
RPC
1183
Rossmore Private Capital
Connecticut
$929K – – –
CAC
1184
Certified Advisory Corp
Florida
$929K +$18.8K +134 +2%
KTC
1185
Kistler-Tiffany Companies
Pennsylvania
$929K +$131K +937 +16%
HCM
1186
Harvey Capital Management
Florida
$928K -$76.2K -544 -8%
PP
1187
Patten & Patten
Tennessee
$925K -$161K -1,151 -15%
PAS
1188
Park Avenue Securities
New York
$924K +$107K +762 +13%
AWA
1189
Arkadios Wealth Advisors
Georgia
$921K +$531K +3,791 +136%
FSA
1190
Fort Sheridan Advisors
Illinois
$920K – – –
IWA
1191
IVC Wealth Advisors
Pennsylvania
$920K +$49.9K +356 +6%
SCM
1192
SOL Capital Management
Maryland
$919K -$26.8K -191 -3%
SAM
1193
Summit Asset Management
Tennessee
$919K -$19.8K -141 -2%
UHC
1194
Union Heritage Capital
Michigan
$919K – – –
HVP
1195
Hudson Value Partners
Florida
$915K +$6.45K +46 +0.7%
MMG
1196
Monetary Management Group
Missouri
$914K – – –
FFA
1197
Founders Financial Alliance
North Carolina
$914K +$15.7K +112 +2%
HSA
1198
Hussman Strategic Advisors
Maryland
$909K -$674K -4,812 -43%
BMA
1199
Brooks Moore & Associates
Tennessee
$908K +$14.7K +105 +2%
NSAM
1200
North Star Asset Management
Wisconsin
$907K +$45.1K +322 +5%
46 47
48
49 50