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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 %
LIA
1301
LBMC Investment Advisors
Tennessee
$523K -$41.8K -394 -7%
TFS
1302
TrustCore Financial Services
Tennessee
$523K +$4.14K +39 +0.8%
VCM
1303
Vigilant Capital Management
Maine
$522K -$7.84K -74 -1%
CCC
1304
Chelsea Counsel Company
California
$521K – – –
SEC
1305
Seven Eight Capital
New York
$521K +$521K +4,916 New
AIA
1306
Armor Investment Advisors
North Carolina
$520K -$10.4K -98 -2%
DFG
1307
DWM Financial Group
Illinois
$519K +$519K +4,890 New
GD
1308
Grandfield & Dodd
New York
$517K -$187K -1,760 -27%
RI
1309
Ridgewood Investments
New Jersey
$515K -$393K -3,706 -43%
HR
1310
Howe & Rusling
New York
$515K -$33.9K -319 -6%
FSC
1311
Full Sail Capital
Oklahoma
$515K – – –
EGA
1312
E&G Advisors
Texas
$510K -$99.7K -941 -16%
DAM
1313
Doheny Asset Management
California
$510K – – –
NB
1314
Nicolet Bankshares
Wisconsin
$508K – – –
TIA
1315
Tiemann Investment Advisors
California
$507K -$37.6K -354 -7%
WMSA
1316
Weiss Multi-Strategy Advisers
New York
$504K +$504K +4,749 New
BW
1317
Bison Wealth
Georgia
$503K -$2.02K -19 -0.4%
CIP
1318
Cornerstone Investment Partners
Georgia
$503K – – –
DWM
1319
Destination Wealth Management
California
$502K -$51.9K -490 -9%
LTI
1320
Laffer Tengler Investments
Tennessee
$501K +$501K +4,726 New
MMG
1321
Monetary Management Group
Missouri
$500K – – –
CC
1322
Cannell & Co
New York
$499K -$25.5K -240 -5%
CA
1323
Claro Advisors
Massachusetts
$499K +$88K +831 +21%
ATWA
1324
Arbor Trust Wealth Advisors
Michigan
$498K +$3.29K +31 +0.7%
HCM
1325
Hutchinson Capital Management
California
$497K -$9.23K -87 -2%
51 52
53
54 55