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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 %
PCA
1376
Peddock Capital Advisors
Massachusetts
$452K +$24.3K +229 +6%
CPIA
1377
Cornell Pochily Investment Advisors
New York
$450K -$71.6K -674 -14%
CCA
1378
Catalyst Capital Advisors
New York
$448K – – –
SIM
1379
Stratos Investment Management
Ohio
$448K +$448K +4,226 New
MWM
1380
Marietta Wealth Management
Georgia
$446K +$446K +4,205 New
HIIFS
1381
Harel Insurance Investments & Financial Services
Israel
$444K +$106K +1,001 +31%
CCI
1382
Credit Capital Investments
New Jersey
$444K +$111K +1,046 +33%
FCA
1383
FLC Capital Advisors
California
$444K +$178K +1,688 +67%
WA
1384
Waverly Advisors
Alabama
$443K +$20.8K +196 +5%
QCG
1385
Quadrant Capital Group
Ohio
$442K -$180K -1,685 -29%
ICOM
1386
Investment Counselors of Maryland
Maryland
$441K -$56.5K -532 -11%
SIA
1387
Soltis Investment Advisors
Utah
$441K +$441K +4,159 New
MA
1388
MONECO Advisors
Connecticut
$440K -$7.31K -69 -2%
ACM
1389
Allred Capital Management
Texas
$439K +$1.59K +15 +0.4%
FA
1390
FCG Advisors
New Jersey
$438K +$82.9K +782 +23%
HFRG
1391
Houlihan Financial Resource Group
Virginia
$437K +$424 +4 +0.1%
BFM
1392
Boston Financial Management
Massachusetts
$435K -$30.8K -291 -7%
PFA
1393
Pathway Financial Advisors
Vermont
$435K – – –
ICM
1394
Invenomic Capital Management
Massachusetts
$435K +$435K +4,102 New
FAN
1395
Financial Advisors Network
California
$433K -$559K -5,271 -56%
WA1
1396
Wimmer Associates 1
California
$432K +$115K +1,082 +36%
KF
1397
Krilogy Financial
Missouri
$432K +$133K +1,249 +44%
P
1398
Pitcairn
Pennsylvania
$431K -$12.1K -114 -3%
CAM
1399
Cidel Asset Management
Ontario, Canada
$431K +$63.2K +596 +17%
GAM
1400
Gemmer Asset Management
California
$427K -$5.62K -53 -1%
54 55
56
57 58