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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 %
MIP
1201
Marietta Investment Partners
Wisconsin
$614K – – –
VLKIM
1202
Van Lanschot Kempen Investment Management
Netherlands
$612K +$149K +1,401 +32%
BEC
1203
Blue Edge Capital
Virginia
$610K – – –
JJ
1204
JDC-JSC
New York
$610K +$610K +5,753 New
ITIM
1205
Indiana Trust & Investment Management
Indiana
$608K -$530 -5 -0.1%
IC
1206
Inverness Counsel
New York
$607K – – –
WMA
1207
Wealth Management Associates
New Jersey
$607K +$29.3K +276 +5%
FNC
1208
First National Corp
Massachusetts
$606K -$11K -75 -2%
FANJ
1209
Financial Architects (New Jersey)
New Jersey
$605K -$7K -66 -1%
CFS
1210
CRA Financial Services
New Jersey
$605K +$2.33K +22 +0.4%
WPW
1211
Waldron Private Wealth
Pennsylvania
$604K -$223K -2,109 -27%
PCG
1212
Private Capital Group
Connecticut
$604K +$58.9K +555 +11%
SWM
1213
Stockman Wealth Management
Montana
$603K -$6.04K -57 -1%
CWM
1214
Connecticut Wealth Management
Connecticut
$600K -$34.7K -327 -5%
AI
1215
Accredited Investors
Minnesota
$600K +$54.7K +516 +10%
PD
1216
Planning Directions
Pennsylvania
$598K +$598K +5,641 New
TC
1217
Trilogy Capital
California
$597K -$203K -1,683 -25%
CFA
1218
Capstone Financial Advisors
Illinois
$597K -$56.9K -537 -9%
RAM
1219
Roanoke Asset Management
New Jersey
$595K +$144K +1,355 +32%
WTB
1220
Washington Trust Bank
Washington
$594K -$33.3K -314 -5%
PFM
1221
Parsec Financial Management
North Carolina
$594K -$14.6K -138 -2%
AC
1222
Abbrea Capital
California
$593K +$9.97K +94 +2%
AIC
1223
Ameritas Investment Company
Nebraska
$591K +$53.8K +519 +10%
JIR
1224
James Investment Research
Ohio
$589K -$3.45M -32,518 -85%
EWM
1225
Evermay Wealth Management
Virginia
$589K +$18.2K +172 +3%
47 48
49
50 51