IBM icon

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 %
IAMOG
1301
Investors Asset Management of Georgia
Georgia
$581K -$13.3K -115 -2%
BMC
1302
Benin Management Corp
Connecticut
$581K – – –
SWMG
1303
Strategic Wealth Management Group
Maryland
$581K +$2.89K +25 +0.5%
PMFA
1304
Plante Moran Financial Advisors
Michigan
$580K -$29.2K -253 -5%
BCCM
1305
Bridge Creek Capital Management
Massachusetts
$580K – – –
DDC
1306
DF Dent & Co
Maryland
$580K +$6.35K +55 +1%
PCM
1307
Palisade Capital Management
New Jersey
$579K -$3K -26 -0.5%
TAIM
1308
TD Ameritrade Investment Management
Nebraska
$578K -$17.5K -152 -3%
FUBT
1309
First United Bank & Trust
Maryland
$578K +$277K +2,401 +92%
ACM
1310
Allred Capital Management
Texas
$577K +$99.5K +863 +21%
CCM
1311
Coldstream Capital Management
Washington
$576K -$4.05K -35 -0.7%
CA
1312
Cornerstone Advisory
Maryland
$576K +$115 +1 +0%
WI
1313
WrapManager Inc
California
$575K +$575K +4,977 New
BA
1314
Birinyi Associates
Connecticut
$574K -$1.12M -9,675 -66%
ACM
1315
AlphaStar Capital Management
North Carolina
$574K +$13.4K +114 +2%
RIG
1316
Roosevelt Investment Group
New York
$574K +$296K +2,563 +106%
DIM
1317
Delta Investment Management
California
$573K – – –
ZIG
1318
Zuckerman Investment Group
Illinois
$570K +$266K +2,301 +87%
VCM
1319
Vigilant Capital Management
Maine
$569K – – –
FBB
1320
Fulton Breakefield Broenniman
Maryland
$569K +$49.1K +425 +9%
AIC
1321
Archer Investment Corporation
Indiana
$569K +$9.7K +84 +2%
CCC
1322
Chelsea Counsel Company
California
$567K – – –
BFM
1323
Boston Financial Management
Massachusetts
$567K +$93K +805 +20%
CCB
1324
Cutter & Co Brokerage
Missouri
$567K +$246K +2,128 +77%
WA
1325
Wealth Architects
California
$566K -$5.66K -49 -1%
51 52
53
54 55