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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 %
TNB
1326
Thomasville National Bank
Georgia
$495K +$18.1K +130 +4%
BO
1327
Bank OZK
Arkansas
$494K – – –
TCM
1328
Telos Capital Management
California
$494K +$20.3K +192 +4%
EWM
1329
Endurance Wealth Management
Rhode Island
$494K +$52.7K +496 +12%
LF
1330
Lantz Financial
Illinois
$494K +$90.9K +858 +23%
AMG
1331
Advisors Management Group
Wisconsin
$493K +$108K +1,015 +28%
CF
1332
Copperwynd Financial
Arizona
$492K +$42.8K +404 +10%
JWBC
1333
John W. Bristol & Co
New York
$491K – – –
KFS
1334
Kurt F. Somerville
$490K -$21.1K -199 -4%
BCM
1335
Becker Capital Management
Oregon
$490K -$9.12K -86 -2%
MPCG
1336
Matrix Private Capital Group
New York
$489K +$3.18K +30 +0.7%
SFG
1337
StrategIQ Financial Group
Indiana
$488K -$185K -1,742 -27%
BRM
1338
Boston Research & Management
Massachusetts
$487K -$9.96K -94 -2%
RIM
1339
Reliant Investment Management
Tennessee
$487K +$124K +1,172 +34%
GWS
1340
Glassman Wealth Services
Virginia
$482K -$1.27K -12 -0.3%
AAM
1341
Ascension Asset Management
New York
$482K – – –
QAM
1342
QCI Asset Management
New York
$480K +$409K +3,857 +578%
HL
1343
HeadInvest LLC
Maine
$479K +$48.5K +458 +11%
FBB
1344
Fulton Breakefield Broenniman
Maryland
$478K +$23.6K +222 +5%
DMK
1345
David M. Knott
$475K – – –
SFO
1346
Stokes Family Office
Louisiana
$475K +$29.5K +278 +7%
DIM
1347
DC Investments Management
Virginia
$475K +$475K +4,478 New
JGIA
1348
Jackson Grant Investment Advisers
Connecticut
$474K -$8.7K -82 -2%
KMWM
1349
Keudell/Morrison Wealth Management
Oregon
$474K -$2.55K -24 -0.5%
TWM
1350
Titus Wealth Management
California
$473K -$56.9K -537 -11%
52 53
54
55 56