IBM icon

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 %
B
1351
Bellecapital
Switzerland
$521K -$375K -3,223 -42%
DMK
1352
David M. Knott
$521K – – –
CRIG
1353
Charter Research & Investment Group
Connecticut
$518K +$42K +361 +9%
HIIFS
1354
Harel Insurance Investments & Financial Services
Israel
$518K +$275K +2,359 +113%
DWM
1355
Dakota Wealth Management
Florida
$517K -$2.1M -18,057 -80%
MYLI
1356
Meiji Yasuda Life Insurance
Japan
$515K +$72.3K +622 +16%
IC
1357
Inverness Counsel
New York
$514K -$127K -1,094 -20%
HL
1358
HeadInvest LLC
Maine
$511K -$32.9K -283 -6%
ACM
1359
Allred Capital Management
Texas
$508K -$73.4K -632 -13%
CT
1360
Clearstead Trust
Maine
$508K – – –
RWB
1361
RMR Wealth Builders
New Jersey
$508K +$362K +3,115 +249%
STA
1362
Summit Trail Advisors
New York
$508K +$508K +4,574 New
HT
1363
Heritage Trust
Oklahoma
$507K +$94K +808 +23%
MAM
1364
Madison Asset Management
Wisconsin
$506K – – –
FA
1365
FCG Advisors
New Jersey
$506K +$19.1K +164 +4%
TLP
1366
Trinity Legacy Partners
Texas
$506K +$28.1K +235 +6%
BWM
1367
BT Wealth Management
Georgia
$504K -$231K -1,987 -31%
HR
1368
Hayden Royal
North Carolina
$503K -$55.1K -474 -10%
CF
1369
Copperwynd Financial
Arizona
$503K -$10.8K -93 -2%
FA
1370
FDx Advisors
Illinois
$502K -$651K -5,598 -56%
RBFC
1371
Roman Butler Fullerton & Co
Missouri
$502K +$36.7K +315 +8%
FFG
1372
Frisch Financial Group
New York
$502K +$253K +2,176 +102%
11A
1373
10-15 Associates
New York
$501K +$226K +1,940 +82%
Canada Pension Plan Investment Board
1374
Canada Pension Plan Investment Board
Ontario, Canada
$500K -$1.49M -12,822 -75%
WA1
1375
Wimmer Associates 1
California
$500K +$84.1K +723 +20%
53 54
55
56 57