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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 %
SWM
1326
Sugarloaf Wealth Management
Georgia
$608K -$3.01K -25 -0.5%
IFWM
1327
Institute for Wealth Management
Colorado
$607K -$54.4K -452 -8%
KTC
1328
Kistler-Tiffany Companies
Pennsylvania
$607K -$963 -8 -0.2%
PTP
1329
Platform Technology Partners
New York
$605K -$129K -1,074 -18%
RAM
1330
Roanoke Asset Management
New Jersey
$604K -$72.4K -601 -11%
BMC
1331
Benin Management Corp
Connecticut
$599K -$3.13K -26 -0.5%
AI
1332
Accredited Investors
Minnesota
$598K -$24.5K -204 -4%
CCFCSB
1333
Cape Cod Five Cents Savings Bank
Massachusetts
$596K -$102K -846 -15%
FUBT
1334
First United Bank & Trust
Maryland
$596K +$4.69K +39 +0.8%
MFW
1335
Meristem Family Wealth
Minnesota
$595K -$75.4K -627 -11%
ITIM
1336
Indiana Trust & Investment Management
Indiana
$592K -$93.6K -778 -14%
TC
1337
Trilogy Capital
California
$592K +$2.41K +20 +0.4%
IP
1338
Investment Partners
Ohio
$592K +$127K +1,055 +27%
CCC
1339
Chelsea Counsel Company
California
$591K – – –
BAM
1340
Berkshire Asset Management
Pennsylvania
$591K +$98.9K +822 +20%
WP
1341
WMS Partners
Maryland
$590K +$722 +6 +0.1%
HIC
1342
Harvey Investment Company
Kentucky
$589K – – –
SFO
1343
Stokes Family Office
Louisiana
$589K +$86.3K +717 +17%
OTPPB
1344
Ontario Teachers' Pension Plan Board
Ontario, Canada
$589K +$107K +886 +22%
4WM
1345
44 Wealth Management
Oregon
$586K +$586K +4,869 New
EGA
1346
E&G Advisors
Texas
$582K – – –
TCM
1347
Telos Capital Management
California
$582K +$111K +922 +24%
EFSCE
1348
Enterprise Financial Services Corp (EFSC)
Missouri
$580K -$25.3K -210 -4%
AMC
1349
Asset Management Corp
Illinois
$579K +$579K +4,716 New
VCM
1350
Vigilant Capital Management
Maine
$575K -$17.7K -147 -3%
52 53
54
55 56