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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 %
BAM
1276
Berkshire Asset Management
Pennsylvania
$536K +$62.2K +587 +13%
ANRIA
1277
American National Registered Investment Advisor
Texas
$535K – – –
PCM
1278
Palisade Capital Management
New Jersey
$535K +$183K +1,727 +52%
AL
1279
Aspiriant LLC
California
$534K +$31.4K +297 +6%
BCCM
1280
Bridge Creek Capital Management
Massachusetts
$533K -$44.3K -418 -8%
BMC
1281
Benin Management Corp
Connecticut
$533K -$11.1K -105 -2%
CCM
1282
Coldstream Capital Management
Washington
$533K +$115K +1,086 +28%
ACM
1283
AlphaStar Capital Management
North Carolina
$532K -$317K -2,840 -37%
SWMG
1284
Strategic Wealth Management Group
Maryland
$531K -$4.03K -38 -0.8%
BOS
1285
Bingham Osborn & Scarborough
California
$531K +$33.5K +316 +7%
CA
1286
Cornerstone Advisory
Maryland
$529K +$106 +1 +0%
CCMG
1287
Clark Capital Management Group
Pennsylvania
$528K -$84.3K -795 -14%
CPC
1288
Congress Park Capital
New York
$528K -$38.8K -366 -7%
FCFS
1289
First Command Financial Services
Texas
$528K -$3.29K -31 -0.6%
FCB
1290
First Command Bank
Texas
$528K -$3.29K -31 -0.6%
IP
1291
Investment Partners
Ohio
$528K +$23.1K +218 +5%
JCM
1292
Janney Capital Management
Pennsylvania
$528K +$94.8K +894 +22%
DDC
1293
DF Dent & Co
Maryland
$527K -$409K -3,860 -44%
HIC
1294
Harvey Investment Company
Kentucky
$527K – – –
MFG
1295
Magnus Financial Group
New York
$526K -$27.9K -263 -5%
DIM
1296
Delta Investment Management
California
$526K – – –
KP
1297
Keel Point
Alabama
$526K +$95.1K +896 +22%
WA
1298
Wealth Architects
California
$525K -$22.8K -215 -4%
AIC
1299
Archer Investment Corporation
Indiana
$525K +$45K +415 +9%
CT
1300
Columbia Trust
Oregon
$525K +$525K +4,964 New
50 51
52
53 54