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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 %
QP
1351
Quilter Plc
United Kingdom
$543K -$143K -1,243 -21%
AIA
1352
Armor Investment Advisors
North Carolina
$542K -$23.4K -203 -4%
HCM
1353
Hutchinson Capital Management
California
$542K +$924 +8 +0.2%
IP
1354
Investment Partners
Ohio
$541K -$32.9K -285 -6%
TIA
1355
Tiemann Investment Advisors
California
$541K -$10K -87 -2%
HL
1356
HeadInvest LLC
Maine
$540K +$17.9K +155 +3%
QT
1357
Quantamental Technologies
New York
$540K +$540K +4,677 New
EWM
1358
Endurance Wealth Management
Rhode Island
$537K – – –
JWBC
1359
John W. Bristol & Co
New York
$535K – – –
FCCM
1360
First City Capital Management
Georgia
$535K +$30.2K +262 +6%
SFO
1361
Stokes Family Office
Louisiana
$534K +$17.4K +151 +3%
FSC
1362
Full Sail Capital
Oklahoma
$532K – – –
SWIG
1363
Strategic Wealth Investment Group
Kentucky
$531K -$898K -7,779 -63%
BRM
1364
Boston Research & Management
Massachusetts
$530K – – –
OPS
1365
Orion Portfolio Solutions
Nebraska
$529K -$56.3K -488 -10%
GWS
1366
Glassman Wealth Services
Virginia
$529K +$4.62K +40 +0.9%
BWM
1367
Baystate Wealth Management
Massachusetts
$529K +$79.4K +688 +18%
P
1368
Pitcairn
Pennsylvania
$528K +$58.5K +507 +12%
PV
1369
Private Vista
Illinois
$525K +$72.7K +631 +16%
MA
1370
MONECO Advisors
Connecticut
$522K +$42.6K +369 +9%
SL
1371
Stevard LLC
Illinois
$522K +$522K +4,524 New
MPCG
1372
Matrix Private Capital Group
New York
$521K -$11.8K -102 -2%
SFI
1373
SPC Financial Inc
Maryland
$521K +$12K +104 +2%
GVAG
1374
Great Valley Advisor Group
Delaware
$520K +$23.4K +203 +5%
OIA
1375
Optimum Investment Advisors
Illinois
$519K +$13.4K +116 +3%
53 54
55
56 57