1,984 hedge funds and large institutions have $61.7B invested in IBM in 2020 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 791 increasing their positions, 818 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,984
Holders Change
-3
Holders Change %
-0.15%
% of All Funds
40.14%
Holding in Top 10
39
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.36%
% of All Funds
0.79%
New
118
Increased
791
Reduced
818
Closed
103
Calls
$1.46B
Puts
$1.76B
Net Calls
-$302M
Net Calls Change
-$73.8M
Name Holding Trade Value Shares
Change
Shares
Change %
1IA
1301
1834 Investment Advisors
Wisconsin
$582K +$248K +2,129 +74%
CIM
1302
CIM Investment Management
Pennsylvania
$579K -$6.05K -52 -1%
MA
1303
MONECO Advisors
Connecticut
$579K +$53.4K +459 +10%
CCB
1304
Cutter & Co Brokerage
Missouri
$578K +$7.56K +65 +1%
NSB
1305
Norway Savings Bank
Maine
$576K -$41K -352 -7%
VCM
1306
Vigilant Capital Management
Maine
$573K
AIC
1307
Archer Investment Corporation
Indiana
$573K
FUBT
1308
First United Bank & Trust
Maryland
$572K -$10.5K -90 -2%
CWM
1309
Cornerstone Wealth Management
Missouri
$572K +$3.14K +27 +0.6%
TMAM
1310
Tokio Marine Asset Management
Japan
$572K +$55.6K +478 +11%
CCC
1311
Chelsea Counsel Company
California
$571K
TC
1312
Trilogy Capital
California
$570K -$33.6K -289 -6%
WP
1313
WMS Partners
Maryland
$570K -$24.3K -209 -4%
HIC
1314
Harvey Investment Company
Kentucky
$569K
CCM
1315
Coldstream Capital Management
Washington
$565K -$14.1K -121 -2%
ACM
1316
Ategra Capital Management
Virginia
$563K +$49.6K +426 +10%
EGA
1317
E&G Advisors
Texas
$563K +$3.26K +28 +0.6%
SW
1318
SkyOak Wealth
Michigan
$562K -$36.5K -314 -6%
HR
1319
Howe & Rusling
New York
$561K -$5.59K -48 -1%
GD
1320
Grandfield & Dodd
New York
$560K -$10K -86 -2%
LIA
1321
LBMC Investment Advisors
Tennessee
$557K -$9.55K -82 -2%
SFI
1322
SPC Financial Inc
Maryland
$555K +$30.5K +262 +6%
BFA
1323
Beacon Financial Advisory
Ohio
$555K +$230K +1,982 +71%
OPS
1324
Orion Portfolio Solutions
Nebraska
$554K +$20.4K +175 +4%
BFM
1325
Boston Financial Management
Massachusetts
$553K -$17.8K -153 -3%