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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 %
FMB
1276
Field & Main Bank
Kentucky
$603K +$603K +5,225 New
DLG
1277
Daniel L. Goodwin
$603K +$603K +5,230 New
BMM
1278
Buffington Mohr McNeal
Idaho
$602K – – –
W
1279
Wealthquest
Ohio
$599K +$599K +5,193 New
SFG
1280
SNS Financial Group
Minnesota
$596K -$3.23K -28 -0.5%
BWA
1281
Burt Wealth Advisors
Maryland
$596K +$1.38K +12 +0.2%
ATWA
1282
Arbor Trust Wealth Advisors
Michigan
$596K +$53.8K +466 +10%
WQ
1283
Wealth Quarterback
New Jersey
$595K -$150K -1,299 -20%
YIA
1284
YHB Investment Advisors
Connecticut
$595K -$45.4K -393 -7%
BCA
1285
Bay Colony Advisors
Massachusetts
$594K -$567K -4,907 -49%
SW
1286
SkyOak Wealth
Michigan
$594K +$167K +1,444 +39%
TFS
1287
TrustCore Financial Services
Tennessee
$593K +$23.7K +205 +4%
OFG
1288
OmniStar Financial Group
North Carolina
$591K -$1.27M -11,031 -68%
SCA
1289
SMH Capital Advisors
Texas
$591K -$231 -2 -0%
WP
1290
WMS Partners
Maryland
$590K -$11.4K -99 -2%
FCFS
1291
First Command Financial Services
Texas
$588K +$13.2K +114 +2%
FCB
1292
First Command Bank
Texas
$588K +$13.2K +114 +2%
HWA
1293
HCR Wealth Advisors
California
$586K -$340 -3 -0.1%
WC
1294
Westhampton Capital
North Carolina
$586K – – –
BHB
1295
Bank Hapoalim BM
Israel
$584K -$1.65M -14,285 -74%
PCM
1296
Pennsylvania Capital Management
Pennsylvania
$584K +$584K +5,061 New
PP
1297
Professional Planning
California
$584K +$584K +5,061 New
ANRIA
1298
American National Registered Investment Advisor
Texas
$582K – – –
CIM
1299
CIM Investment Management
Pennsylvania
$581K -$580K -5,020 -50%
ACI
1300
Alpha Cubed Investments
California
$581K -$119K -1,032 -17%
50 51
52
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