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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 %
EF
1201
Empirical Finance
Pennsylvania
$706K +$88.6K +768 +14%
RIA
1202
Regal Investment Advisors
Michigan
$706K +$706K +6,112 New
MIH
1203
Meitav Investment House
Israel
$704K -$194K -1,679 -22%
AWC
1204
Abundance Wealth Counselors
Pennsylvania
$702K +$702K +6,082 New
IFWM
1205
Institute for Wealth Management
Colorado
$698K -$34K -294 -5%
VCAM
1206
Van Cleef Asset Management
Ohio
$698K – – –
BHC
1207
Bowen Hanes & Co
Florida
$696K -$84.6K -732 -11%
NAS
1208
Nicolet Advisory Services
Wisconsin
$695K -$808 -7 -0.1%
AIL
1209
AGF Investments LLC
Ontario, Canada
$694K -$157K -1,362 -18%
JCM
1210
Janney Capital Management
Pennsylvania
$691K +$116K +1,008 +20%
WPW
1211
Waldron Private Wealth
Pennsylvania
$690K +$32.3K +280 +5%
CPC
1212
Congress Park Capital
New York
$690K +$115K +994 +20%
9WM
1213
9258 Wealth Management
Ohio
$688K +$11.3K +98 +2%
NSAM
1214
North Star Asset Management
Wisconsin
$686K -$47K -407 -6%
WCA
1215
Windsor Creek Advisors
Vermont
$686K +$8.43K +73 +1%
RI
1216
Ridgewood Investments
New Jersey
$686K +$126K +1,090 +22%
EWM
1217
Evermay Wealth Management
Virginia
$680K +$38.2K +331 +6%
TAM
1218
Trillium Asset Management
Massachusetts
$678K -$142K -1,230 -17%
WA
1219
Wealth Alliance
New York
$678K +$352K +3,046 +108%
CFS
1220
CRA Financial Services
New Jersey
$677K +$18.3K +159 +3%
PHS
1221
Pekin Hardy Strauss
Illinois
$676K – – –
ATC
1222
Adirondack Trust Company
New York
$674K -$25.3K -215 -4%
FANJ
1223
Financial Architects (New Jersey)
New Jersey
$674K +$15.6K +135 +2%
OAM
1224
Oak Asset Management
California
$673K +$42.8K +371 +7%
WA
1225
WBH Advisory
Maryland
$673K +$72.5K +628 +12%
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