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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 %
MFW
1251
Meristem Family Wealth
Minnesota
$644K +$19.2K +166 +3%
WCAMG
1252
Woodard & Company Asset Management Group
North Carolina
$642K +$3K +26 +0.5%
HIA
1253
Harbor Investment Advisory
Maryland
$641K +$5.78K +50 +0.9%
BOS
1254
Bingham Osborn & Scarborough
California
$641K +$62.5K +541 +11%
OTPPB
1255
Ontario Teachers' Pension Plan Board
Ontario, Canada
$639K -$550K -4,759 -46%
TPWA
1256
TRUE Private Wealth Advisors
Oregon
$639K +$38K +329 +6%
LF
1257
Lantz Financial
Illinois
$638K +$100K +867 +19%
IC
1258
Inverness Counsel
New York
$637K -$24.1K -209 -4%
GSBTD
1259
Glenview State Bank Trust Department
Illinois
$636K +$18.2K +158 +3%
SIA
1260
Soltis Investment Advisors
Utah
$636K +$156K +1,347 +32%
CWM
1261
Connecticut Wealth Management
Connecticut
$631K -$21.5K -186 -3%
FSA
1262
Fort Sheridan Advisors
Illinois
$628K +$24.1K +209 +4%
CA
1263
Cambridge Advisors
Nebraska
$627K -$90.5K -784 -13%
TC
1264
Trilogy Capital
California
$627K +$28.7K +238 +5%
HWA
1265
Heritage Wealth Advisors
Virginia
$627K -$12.8K -111 -2%
S
1266
SignatureFD
Georgia
$623K -$136K -1,180 -18%
PC
1267
Port Capital
Illinois
$621K +$4.5K +39 +0.7%
EFSCE
1268
Enterprise Financial Services Corp (EFSC)
Missouri
$620K +$13.8K +119 +2%
HSA
1269
Hussman Strategic Advisors
Maryland
$616K – – –
SWM
1270
Sugarloaf Wealth Management
Georgia
$616K +$5.31K +46 +0.9%
AIA
1271
AGF Investments America
Ontario, Canada
$613K +$21K +182 +4%
NSB
1272
Norway Savings Bank
Maine
$612K -$10.9K -94 -2%
PFM
1273
Parsec Financial Management
North Carolina
$607K -$39.6K -343 -6%
OCAM
1274
Onex Canada Asset Management
Ontario, Canada
$604K – – –
BOC
1275
Barbara Oil Co
Illinois
$604K – – –
49 50
51
52 53