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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 %
HIC
1326
Harvey Investment Company
Kentucky
$565K -$8.43K -73 -1%
BW
1327
Bison Wealth
Georgia
$565K +$17.3K +150 +3%
CWM
1328
Cornerstone Wealth Management
Missouri
$565K +$67.7K +586 +14%
MFP
1329
Meridian Financial Partners
Virginia
$565K +$193K +1,674 +52%
BC
1330
Burleson & Co
California
$563K +$119 +1 +0%
LIA
1331
LBMC Investment Advisors
Tennessee
$562K -$7.39K -64 -1%
HR
1332
Howe & Rusling
New York
$562K +$1.96K +17 +0.4%
KP
1333
Keel Point
Alabama
$560K -$12.7K -110 -2%
GD
1334
Grandfield & Dodd
New York
$560K +$1.72K +15 +0.3%
KTC
1335
Kistler-Tiffany Companies
Pennsylvania
$559K – – –
CA
1336
Claro Advisors
Massachusetts
$559K +$15.2K +132 +3%
AC
1337
Alexandria Capital
Virginia
$558K -$120K -1,036 -18%
GCA
1338
Greenwood Capital Associates
South Carolina
$558K +$260K +2,256 +88%
RIM
1339
Redwood Investment Management
Arizona
$558K +$558K +4,828 New
EGA
1340
E&G Advisors
Texas
$556K – – –
WC
1341
Whitney & Co
New York
$556K +$113K +976 +25%
HR
1342
Hayden Royal
North Carolina
$554K -$451K -3,907 -45%
NB
1343
Nicolet Bankshares
Wisconsin
$553K – – –
IAS
1344
Investment Advisory Services
Texas
$550K +$158K +1,368 +40%
KFS
1345
Kurt F. Somerville
$549K +$15.1K +131 +3%
BWAM
1346
Boyd Watterson Asset Management
Ohio
$548K -$292K -2,531 -35%
Jones Financial Companies
1347
Jones Financial Companies
Missouri
$548K +$148K +1,282 +37%
CIP
1348
Cornerstone Investment Partners
Georgia
$547K – – –
SCM
1349
Southport Capital Management
Tennessee
$545K +$82.6K +715 +18%
MMG
1350
Monetary Management Group
Missouri
$544K – – –
52 53
54
55 56