IBM icon

IBM
IBM

Overview Fund Activity

2,126 hedge funds and large institutions have $63.8B invested in IBM in 2020 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 754 increasing their positions, 892 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,126
Holders Change
+142
Holders Change %
+7.16%
% of All Funds
37.72%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.62%
New
271
Increased
754
Reduced
892
Closed
95
Calls
$1.69B
Puts
$2.11B
Net Calls
-$417M
Net Calls Change
-$115M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$297M
2
Franklin Resources
Franklin Resources
California
+$268M
3
Two Sigma Investments
Two Sigma Investments
New York
+$178M
4
BlackRock
BlackRock
New York
+$167M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$161M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$542M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$263M
3
Barclays
Barclays
United Kingdom
-$219M
4
State Street
State Street
Massachusetts
-$131M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
1226
Oak Asset Management
California
$723K -$2.77K -23 -0.4%
TCA
1227
Transcend Capital Advisors
New Jersey
$723K +$210K +1,747 +41%
AC
1228
Abbrea Capital
California
$718K +$42.7K +355 +6%
BMA
1229
Brooks Moore & Associates
Tennessee
$717K -$1.1M -9,113 -60%
DAM
1230
Delta Asset Management
Tennessee
$714K -$39K -324 -5%
NSAM
1231
North Star Asset Management
Wisconsin
$713K +$4.21K +35 +0.6%
RMCM
1232
Reynders McVeigh Capital Management
Massachusetts
$712K -$152K -1,263 -18%
SIC
1233
Shoker Investment Counsel
Ohio
$712K -$61.2K -509 -8%
RI
1234
Ridgewood Investments
New Jersey
$709K – – –
BWM
1235
Baystate Wealth Management
Massachusetts
$709K +$82.3K +683 +13%
OF
1236
Outfitter Financial
Maine
$709K +$709K +5,894 New
CCM
1237
Coldstream Capital Management
Washington
$708K +$123K +1,024 +21%
CGL
1238
Clarius Group LLC
Washington
$707K -$150K -1,249 -18%
CAAS
1239
Capital Asset Advisory Services
Michigan
$707K +$74.1K +616 +12%
SWIG
1240
Strategic Wealth Investment Group
Kentucky
$707K +$82.8K +688 +13%
RAM
1241
Redmond Asset Management
Virginia
$706K -$30.1K -250 -4%
SFS
1242
Strategic Financial Services
New York
$706K +$22.9K +190 +3%
9WM
1243
9258 Wealth Management
Ohio
$705K -$16.5K -137 -2%
WAP
1244
Wealthcare Advisory Partners
Pennsylvania
$705K +$21.7K +180 +3%
CS
1245
Comerica Securities
Michigan
$703K -$443K -3,681 -39%
JFGIW
1246
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$702K +$20.6K +171 +3%
NAS
1247
Nicolet Advisory Services
Wisconsin
$701K +$30.7K +255 +5%
3LCM
1248
3D/L Capital Management
Connecticut
$701K +$701K +5,920 New
TCPWM
1249
Traverso Chambers Private Wealth Management
California
$700K +$86.5K +719 +14%
NFG
1250
Nations Financial Group
Iowa
$699K -$101K -840 -13%
48 49
50
51 52