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IBM
IBM

Overview Fund Activity

2,207 hedge funds and large institutions have $73.8B invested in IBM in 2021 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 936 increasing their positions, 799 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,207
Holders Change
+63
Holders Change %
+2.94%
% of All Funds
38.53%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.61%
New
173
Increased
936
Reduced
799
Closed
84
Calls
$2.28B
Puts
$2.34B
Net Calls
-$61.6M
Net Calls Change
+$475M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$153M
2
MWNA
Marshall Wace North America
New York
+$133M
3
Goldman Sachs
Goldman Sachs
New York
+$130M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$129M
5
DnB Asset Management
DnB Asset Management
Norway
+$100M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$369M
2
Franklin Resources
Franklin Resources
California
-$235M
3
Renaissance Technologies
Renaissance Technologies
New York
-$141M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$115M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$79M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMC
1276
Benin Management Corp
Connecticut
$793K – – –
CGL
1277
Clarius Group LLC
Washington
$790K +$102K +728 +15%
PHS
1278
Pekin Hardy Strauss
Illinois
$788K – – –
WAG
1279
Winthrop Advisory Group
Massachusetts
$788K +$841 +6 +0.1%
CPA
1280
Cowen Prime Advisors
New York
$787K – – –
CFA
1281
Capstone Financial Advisors
Illinois
$779K +$1.12K +8 +0.1%
KNW
1282
Kesler Norman & Wride
Utah
$778K -$43.4K -322 -5%
MFG
1283
Merit Financial Group
Georgia
$778K +$8.27K +59 +1%
ECG
1284
Edge Capital Group
Georgia
$775K -$24.5K -175 -3%
KCM
1285
Kendall Capital Management
Maryland
$773K -$75.4K -538 -9%
Financial Engines Advisors
1286
Financial Engines Advisors
California
$771K -$132K -941 -15%
Qube Research & Technologies (QRT)
1287
Qube Research & Technologies (QRT)
United Kingdom
$770K -$10.3M -73,322 -93%
BWM
1288
BerganKDV Wealth Management
Minnesota
$768K +$14.1K +101 +2%
IAN
1289
Integrated Advisors Network
Texas
$768K +$164K +1,168 +27%
CBA
1290
Coastal Bridge Advisors
Connecticut
$768K +$169K +1,206 +28%
CHAM
1291
Clear Harbor Asset Management
Connecticut
$767K – – –
PC
1292
Port Capital
Illinois
$767K – – –
WA
1293
WBH Advisory
Maryland
$767K +$36.7K +269 +5%
PCM
1294
Piedmont Capital Management
Montana
$767K +$41.7K +297 +6%
AIP
1295
Almanack Investment Partners
Pennsylvania
$764K -$80K -571 -9%
RMCM
1296
Reynders McVeigh Capital Management
Massachusetts
$764K -$9.39K -67 -1%
BB
1297
Berkshire Bank
Massachusetts
$764K -$3.23K -23 -0.4%
RWP
1298
RWA Wealth Partners
Massachusetts
$761K +$1.96K +14 +0.3%
PL
1299
Plancorp LLC
Missouri
$760K -$49.9K -356 -6%
CCFM
1300
Clear Creek Financial Management
Washington
$759K +$759K +5,415 New
50 51
52
53 54