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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 %
FI
1251
Fosun International
China
$555K -$113K -1,046 -17%
BOC
1252
Barbara Oil Co
Illinois
$555K – – –
AAI
1253
American Assets Inc
California
$555K +$555K +5,230 New
OCAM
1254
Onex Canada Asset Management
Ontario, Canada
$555K +$555K +5,230 New
FSA
1255
Fort Sheridan Advisors
Illinois
$555K +$555K +5,234 New
BC
1256
Burleson & Co
California
$554K -$313K -2,668 -36%
BMM
1257
Buffington Mohr McNeal
Idaho
$553K -$103K -968 -16%
TPWA
1258
TRUE Private Wealth Advisors
Oregon
$552K -$103K -970 -16%
WP
1259
WMS Partners
Maryland
$552K -$61.6K -581 -10%
SFG
1260
SNS Financial Group
Minnesota
$550K -$185K -1,744 -25%
HWA
1261
HCR Wealth Advisors
California
$549K -$44.8K -423 -8%
TAIM
1262
TD Ameritrade Investment Management
Nebraska
$547K -$50.8K -479 -8%
BWA
1263
Burt Wealth Advisors
Maryland
$547K +$531 +5 +0.1%
IAMOG
1264
Investors Asset Management of Georgia
Georgia
$546K +$48.2K +455 +10%
LIM
1265
Loudon Investment Management
New Hampshire
$544K -$36.7K -346 -6%
AIA
1266
AGF Investments America
Ontario, Canada
$544K +$7.74K +73 +1%
SCA
1267
SMH Capital Advisors
Texas
$543K +$5.52K +52 +1%
CPA
1268
Cowen Prime Advisors
New York
$542K – – –
IR
1269
IAT Reinsurance
New York
$541K – – –
CWG
1270
Cornerstone Wealth Group
North Carolina
$541K +$101K +948 +23%
BOTW
1271
Bank of the West
California
$541K +$274K +2,578 +102%
AC
1272
Avestar Capital
New York
$541K +$541K +5,102 New
WC
1273
Westhampton Capital
North Carolina
$539K – – –
ST
1274
Sabal Trust
Florida
$538K -$48.3K -456 -8%
OPS
1275
Orion Portfolio Solutions
Nebraska
$538K +$173K +1,636 +48%
49 50
51
52 53