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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 %
YIA
1226
YHB Investment Advisors
Connecticut
$588K +$8.38K +79 +1%
HWA
1227
Heritage Wealth Advisors
Virginia
$588K +$110K +1,039 +23%
WCAMG
1228
Woodard & Company Asset Management Group
North Carolina
$587K – – –
HIA
1229
Harbor Investment Advisory
Maryland
$583K -$24.4K -230 -4%
MIS
1230
Morningstar Investment Services
Illinois
$583K +$583K +5,403 New
ISB
1231
Iowa State Bank
Iowa
$581K – – –
BPA
1232
Beacon Pointe Advisors
California
$580K +$176K +1,669 +44%
OAM
1233
Oak Asset Management
California
$579K -$118K -1,110 -17%
CFD
1234
Creative Financial Designs
Indiana
$579K +$1.91K +18 +0.3%
APW
1235
Aurora Private Wealth
New Jersey
$578K +$131K +1,234 +29%
MFW
1236
Meristem Family Wealth
Minnesota
$574K -$4.46K -42 -0.8%
NSB
1237
Norway Savings Bank
Maine
$572K +$36.6K +345 +7%
FFN
1238
Focus Financial Network
Minnesota
$572K -$29.8K -281 -5%
CAAS
1239
Capital Asset Advisory Services
Michigan
$570K +$27.2K +243 +5%
GSBTD
1240
Glenview State Bank Trust Department
Illinois
$568K +$11K +104 +2%
EF
1241
Empirical Finance
Pennsylvania
$567K +$203K +1,914 +56%
BCM
1242
Bluefin Capital Management
New York
$566K -$3.22M -30,329 -85%
HSA
1243
Hussman Strategic Advisors
Maryland
$566K -$1.13M -10,617 -67%
B
1244
Bellecapital
Switzerland
$566K -$60.5K -570 -10%
PC
1245
Port Capital
Illinois
$566K -$3.29K -31 -0.6%
SWM
1246
Sugarloaf Wealth Management
Georgia
$561K -$2.33K -22 -0.4%
PMFA
1247
Plante Moran Financial Advisors
Michigan
$560K -$36.2K -341 -6%
RCA
1248
Ranch Capital Advisors
Florida
$560K +$554K +5,229 +10,056%
JFGIW
1249
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$556K -$284K -2,675 -34%
EFSCE
1250
Enterprise Financial Services Corp (EFSC)
Missouri
$556K -$7.85K -74 -1%
48 49
50
51 52