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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 %
ANRIA
1301
American National Registered Investment Advisor
Texas
$634K +$27.1K +225 +4%
CAM
1302
CenterStar Asset Management
Illinois
$633K -$1.71M – –
ATC
1303
Adirondack Trust Company
New York
$630K -$20.8K -183 -3%
TMAM
1304
Tokio Marine Asset Management
Japan
$630K +$37.7K +313 +6%
TWM
1305
Tradition Wealth Management
Minnesota
$629K +$629K +5,227 New
OIA
1306
OneDigital Investment Advisors
Kansas
$628K -$14.7K -122 -2%
DIM
1307
Delta Investment Management
California
$627K – – –
CCM
1308
CWH Capital Management
Washington
$627K +$274K +2,279 +78%
MCM
1309
Manchester Capital Management
Vermont
$626K – – –
HWA
1310
HCR Wealth Advisors
California
$626K +$3.73K +31 +0.6%
BWP
1311
BSW Wealth Partners
Colorado
$626K +$118K +977 +23%
PMFA
1312
Plante Moran Financial Advisors
Michigan
$625K -$48.9K -406 -7%
TPWA
1313
TRUE Private Wealth Advisors
Oregon
$622K -$18.6K -155 -3%
EWM
1314
Empirical Wealth Management
Washington
$621K -$939K -7,808 -60%
BIC
1315
Beach Investment Counsel
Pennsylvania
$620K -$140K -1,167 -18%
MG
1316
Mather Group
Illinois
$620K -$66.6K -554 -10%
SCM
1317
Southport Capital Management
Tennessee
$620K +$2.89K +24 +0.5%
PFM
1318
Parsec Financial Management
North Carolina
$614K +$1.2K +10 +0.2%
BG
1319
Berry Group
Massachusetts
$614K +$315K +2,615 +105%
BFG
1320
Baron Financial Group
New Jersey
$613K -$30.6K -254 -5%
ATWA
1321
Arbor Trust Wealth Advisors
Michigan
$613K -$14.1K -117 -2%
CPA
1322
Cowen Prime Advisors
New York
$613K -$1.56K -13 -0.3%
FFA
1323
Founders Financial Alliance
North Carolina
$610K -$2.77K -23 -0.5%
S
1324
SignatureFD
Georgia
$609K -$76.3K -634 -11%
BWA
1325
Burt Wealth Advisors
Maryland
$609K +$722 +6 +0.1%
51 52
53
54 55