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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 %
CWP
1351
Capital Wealth Planning
Florida
$472K -$101K -953 -18%
OPPTF
1352
OPSEU Pension Plan Trust Fund
Ontario, Canada
$471K +$471K +4,592 New
LC
1353
Landaas & Company
Wisconsin
$470K +$2.13K +18 +0.5%
PTP
1354
Platform Technology Partners
New York
$468K +$141K +1,330 +43%
SFI
1355
SPC Financial Inc
Maryland
$467K +$21.8K +206 +5%
JA
1356
JOYN Advisors
Georgia
$467K +$45K +424 +11%
OIA
1357
Optimum Investment Advisors
Illinois
$465K -$9.34K -88 -2%
AF
1358
Affiance Financial
Minnesota
$465K – – –
FCCM
1359
First City Capital Management
Georgia
$464K -$27.8K -262 -6%
TIM
1360
Tortoise Investment Management
New York
$464K – – –
CWS
1361
Cypress Wealth Services
California
$464K +$3.72K +35 +0.8%
CT
1362
Clearstead Trust
Maine
$464K +$44.4K +418 +11%
FIM
1363
Fruth Investment Management
Texas
$464K +$111K +1,046 +31%
XSC
1364
X-Square Capital
Puerto Rico
$464K +$464K +4,372 New
HCP
1365
Holt Capital Partners
Texas
$463K – – –
CCM
1366
Carlson Capital Management
Minnesota
$461K -$953 -8 -0.2%
ZAM
1367
Zevin Asset Management
Massachusetts
$460K -$36.6K -345 -7%
GIA
1368
Gladstone Institutional Advisory
Florida
$460K +$121K +1,144 +36%
JWA
1369
JFS Wealth Advisors
Pennsylvania
$459K -$527K -4,969 -53%
MCM
1370
Maryland Capital Management
Maryland
$459K +$22.7K +214 +5%
TSW
1371
Thompson Siegel & Walmsley
Virginia
$457K -$150K -1,416 -25%
CWM
1372
Cornerstone Wealth Management
Missouri
$457K +$56.7K +534 +14%
GVAG
1373
Great Valley Advisor Group
Delaware
$456K -$60.5K -571 -12%
GBT
1374
Grove Bank & Trust
Florida
$455K -$82.8K -780 -15%
NIM
1375
Northeast Investment Management
Massachusetts
$455K -$13.3K -125 -3%
53 54
55
56 57