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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 %
CAC
1226
Certified Advisory Corp
Florida
$671K -$17.9K -155 -3%
SC
1227
SouthState Corp
Florida
$671K -$12.7K -112 -2%
PCG
1228
Private Capital Group
Connecticut
$668K +$10.7K +93 +2%
WMA
1229
Wealth Management Associates
New Jersey
$667K +$5.89K +51 +0.9%
MCM
1230
Magnolia Capital Management
New York
$666K -$183K -1,584 -22%
BEC
1231
Blue Edge Capital
Virginia
$664K – – –
AL
1232
AJO LP
Pennsylvania
$664K -$16.5M -143,345 -96%
ITIM
1233
Indiana Trust & Investment Management
Indiana
$662K +$462 +4 +0.1%
CWP
1234
CFM Wealth Partners
Texas
$658K -$42.2K -366 -6%
SWM
1235
Stockman Wealth Management
Montana
$658K +$1.27K +11 +0.2%
CFD
1236
Creative Financial Designs
Indiana
$656K +$26.1K +226 +4%
ATFA
1237
All Terrain Financial Advisors
Minnesota
$652K -$131K -1,139 -17%
AC
1238
Abbrea Capital
California
$652K +$6.58K +57 +1%
KWMG
1239
King Wealth Management Group
Florida
$652K +$251K +2,174 +63%
CFA
1240
Capstone Financial Advisors
Illinois
$651K +$577 +5 +0.1%
GFS
1241
GYL Financial Synergies
Connecticut
$651K +$651K +5,640 New
LTI
1242
Laffer Tengler Investments
Tennessee
$650K +$105K +906 +19%
RAM
1243
Roanoke Asset Management
New Jersey
$649K +$578 +5 +0.1%
WANY
1244
Wealthspire Advisors (New York)
New York
$648K -$2.68M -23,195 -81%
XSC
1245
X-Square Capital
Puerto Rico
$648K +$144K +1,248 +29%
WAP
1246
Wealthcare Advisory Partners
Pennsylvania
$648K +$428K +3,704 +194%
IDBONY
1247
Israel Discount Bank of New York
New York
$647K -$55.1K -477 -8%
FFN
1248
Focus Financial Network
Minnesota
$646K +$23.8K +206 +4%
CAAS
1249
Capital Asset Advisory Services
Michigan
$645K +$21.5K +175 +3%
RA
1250
Rational Advisors
New York
$645K +$645K +5,583 New
48 49
50
51 52