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IBM
IBM

Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$238M
2
Franklin Resources
Franklin Resources
California
+$180M
3
Morgan Stanley
Morgan Stanley
New York
+$80.1M
4
N
Natixis
France
+$75.1M
5
IFP
Independent Franchise Partners
United Kingdom
+$75M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$545M
2
Ameriprise
Ameriprise
Minnesota
-$171M
3
KCM
Kensico Capital Management
Connecticut
-$138M
4
State Street
State Street
Massachusetts
-$113M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
1326
Alexandria Capital
Virginia
$551K -$10.9K -94 -2%
CIP
1327
Cornerstone Investment Partners
Georgia
$551K – – –
MMG
1328
Monetary Management Group
Missouri
$551K +$3.02K +26 +0.6%
TIA
1329
Tiemann Investment Advisors
California
$551K +$5.12K +44 +0.9%
MFP
1330
Meridian Financial Partners
Virginia
$550K +$24.9K +232 +5%
CHP
1331
Cable Hill Partners
Oregon
$550K +$220K +1,894 +67%
JJ
1332
JDC-JSC
New York
$548K -$244K -2,092 -31%
TAM
1333
Trust Asset Management
Texas
$548K +$245K +2,102 +81%
AIA
1334
Armor Investment Advisors
North Carolina
$547K +$814 +7 +0.1%
FBB
1335
Fulton Breakefield Broenniman
Maryland
$546K -$27.1K -233 -5%
HCM
1336
Hutchinson Capital Management
California
$546K – – –
NB
1337
Nicolet Bankshares
Wisconsin
$545K -$12.2K -105 -2%
CWP
1338
CFM Wealth Partners
Texas
$543K -$120K -1,031 -18%
CS
1339
Cannell & Spears
New York
$543K +$86.6K +744 +19%
EWM
1340
Endurance Wealth Management
Rhode Island
$541K – – –
GWS
1341
Glassman Wealth Services
Virginia
$538K +$4.65K +40 +0.9%
Verition Fund Management
1342
Verition Fund Management
Connecticut
$536K +$267K +2,293 +99%
JWM
1343
Jeppson Wealth Management
California
$530K +$530K +4,561 New
AAM
1344
Ascension Asset Management
New York
$529K +$529K +4,550 New
BIM
1345
Baldwin Investment Management
Pennsylvania
$527K +$183K +1,569 +53%
BW
1346
Bison Wealth
Georgia
$525K -$44K -378 -8%
MPCG
1347
Matrix Private Capital Group
New York
$525K – – –
WC
1348
Whitney & Co
New York
$524K -$36K -310 -6%
BCP
1349
Blackhawk Capital Partners
Wisconsin
$522K +$522K +4,523 New
EHWM
1350
Eads & Heald Wealth Management
Georgia
$521K -$731K -6,281 -58%
52 53
54
55 56