IBM icon

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 %
QPWM
1276
Quadrant Private Wealth Management
Pennsylvania
$669K -$7.34K -61 -1%
ACM
1277
Ategra Capital Management
Virginia
$668K +$85.6K +711 +15%
CIC
1278
Carnegie Investment Counsel
Ohio
$665K -$115K -952 -15%
PCS
1279
Personal CFO Solutions
New Jersey
$664K -$683K -5,670 -51%
WI
1280
WrapManager Inc
California
$663K +$46.4K +385 +8%
HT
1281
Heritage Trust
Oklahoma
$662K +$138K +1,145 +26%
B
1282
Bellecapital
Switzerland
$660K +$121K +1,007 +22%
AIP
1283
Almanack Investment Partners
Pennsylvania
$657K +$205K +1,701 +45%
TAM
1284
Trillium Asset Management
Massachusetts
$654K -$42K -349 -6%
CA
1285
Cambridge Advisors
Nebraska
$654K – – –
ADBIC
1286
A.D. Beadell Investment Counsel
Wisconsin
$653K -$681K -5,662 -51%
SC
1287
SouthState Corp
Florida
$653K +$42.4K +353 +7%
PC
1288
Port Capital
Illinois
$652K +$4.33K +36 +0.7%
BWM
1289
BerganKDV Wealth Management
Minnesota
$649K -$19.6K -163 -3%
CW
1290
CreativeOne Wealth
Kansas
$649K +$649K +5,390 New
BC
1291
Bruce & Co
Illinois
$648K -$13M -113,021 -95%
AIA
1292
AGF Investments America
Ontario, Canada
$648K +$602 +5 +0.1%
HVP
1293
Hudson Value Partners
Florida
$647K +$647K +5,445 New
HWA
1294
Heritage Wealth Advisors
Virginia
$645K -$8.55K -71 -1%
WA
1295
Wealth Architects
California
$644K +$26.6K +221 +4%
BRM
1296
Boston Research & Management
Massachusetts
$643K – – –
GCA
1297
Greenwood Capital Associates
South Carolina
$641K -$96.6K -803 -13%
FA
1298
FDx Advisors
Illinois
$641K +$122K +1,013 +23%
MFP
1299
Meridian Financial Partners
Virginia
$637K -$1.49K -12 -0.2%
ATPW
1300
Ashton Thomas Private Wealth
Arizona
$635K -$725K -6,023 -53%
50 51
52
53 54