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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 %
CIA
1251
Choate Investment Advisors
Massachusetts
$699K -$22.3K -185 -3%
PL
1252
Plancorp LLC
Missouri
$698K -$107K -889 -13%
IAMOG
1253
Investors Asset Management of Georgia
Georgia
$698K +$20.8K +173 +3%
FC
1254
FORA Capital
Florida
$695K +$695K +5,774 New
1IA
1255
1834 Investment Advisors
Wisconsin
$694K +$92K +764 +15%
UBV
1256
United Bank (Virginia)
Virginia
$694K +$282K +2,339 +68%
BEC
1257
Blue Edge Capital
Virginia
$692K – – –
BIA
1258
Bigelow Investment Advisors
Maine
$692K -$28.3K -235 -4%
BTWM
1259
Baker Tilly Wealth Management
Wisconsin
$692K +$692K +5,752 New
QOP
1260
Quinn Opportunity Partners
Virginia
$692K +$692K +5,753 New
MFG
1261
Merit Financial Group
Georgia
$691K -$17.1K -142 -2%
FF
1262
FourThought Financial
Florida
$689K +$689K +5,729 New
MA
1263
MONECO Advisors
Connecticut
$688K +$84K +693 +14%
SMC
1264
Smith, Moore & Co
Missouri
$683K -$168K -1,395 -20%
WA
1265
WBH Advisory
Maryland
$683K -$249 -2 -0%
CCB
1266
Cutter & Co Brokerage
Missouri
$683K +$84.8K +705 +14%
MGIA
1267
Moneta Group Investment Advisors
Missouri
$681K -$44.2K -367 -6%
CFA
1268
Capstone Financial Advisors
Illinois
$680K +$602 +5 +0.1%
PCG
1269
Private Capital Group
Connecticut
$679K +$49.9K +415 +8%
IWA
1270
Intercontinental Wealth Advisors
Texas
$678K -$197K -1,638 -23%
VCAM
1271
Van Cleef Asset Management
Ohio
$678K -$50.3K -418 -7%
SWMG
1272
Strategic Wealth Management Group
Maryland
$673K +$60.3K +501 +10%
PCM
1273
Palisade Capital Management
New Jersey
$672K +$12.6K +105 +2%
VA
1274
Valmark Advisers
Ohio
$671K +$372K +3,093 +125%
CA
1275
Claro Advisors
Massachusetts
$670K +$42K +349 +7%
49 50
51
52 53