1,984 hedge funds and large institutions have $61.7B invested in IBM in 2020 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 791 increasing their positions, 818 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,984
Holders Change
-3
Holders Change %
-0.15%
% of All Funds
40.14%
Holding in Top 10
39
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.36%
% of All Funds
0.79%
New
118
Increased
791
Reduced
818
Closed
103
Calls
$1.46B
Puts
$1.76B
Net Calls
-$302M
Net Calls Change
-$73.8M
Name Holding Trade Value Shares
Change
Shares
Change %
HSA
1251
Hussman Strategic Advisors
Maryland
$621K
BRM
1252
Boston Research & Management
Massachusetts
$621K +$87.2K +751 +16%
TPWA
1253
TRUE Private Wealth Advisors
Oregon
$619K -$24.2K -208 -4%
TAIM
1254
TD Ameritrade Investment Management
Nebraska
$617K +$34.5K +297 +6%
IDBONY
1255
Israel Discount Bank of New York
New York
$615K -$36.3K -312 -6%
BSA
1256
Braun Stacey Associates
New York
$614K -$170K -1,465 -22%
CAAS
1257
Capital Asset Advisory Services
Michigan
$612K -$116 -1 -0%
PCG
1258
Private Capital Group
Connecticut
$608K -$64.9K -558 -10%
OCAM
1259
Onex Canada Asset Management
Ontario, Canada
$608K
BOC
1260
Barbara Oil Co
Illinois
$608K
ZIG
1261
Zuckerman Investment Group
Illinois
$608K +$34.1K +293 +6%
KP
1262
Keel Point
Alabama
$608K +$44.7K +385 +8%
GVAG
1263
Great Valley Advisor Group
Delaware
$608K +$84.3K +725 +16%
CA
1264
Claro Advisors
Massachusetts
$607K +$43.7K +376 +8%
DLG
1265
Daniel L. Goodwin
$606K
ATWA
1266
Arbor Trust Wealth Advisors
Michigan
$606K +$6.05K +52 +1%
DIM
1267
Delta Investment Management
California
$606K +$28.3K +243 +5%
MCM
1268
Manchester Capital Management
Vermont
$605K -$279K -2,403 -32%
BWM
1269
Baystate Wealth Management
Massachusetts
$605K +$71.8K +618 +13%
W
1270
Wealthquest
Ohio
$604K
SWIG
1271
Strategic Wealth Investment Group
Kentucky
$603K +$68.5K +589 +13%
FFA
1272
Founders Financial Alliance
North Carolina
$603K +$603K +5,094 New
AI
1273
Accredited Investors
Minnesota
$602K -$119K -1,025 -17%
HWA
1274
HCR Wealth Advisors
California
$602K
WA
1275
Wealth Architects
California
$597K +$26.8K +230 +5%