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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 %
DMK
1376
David M. Knott
$517K – – –
BAM
1377
Berkshire Asset Management
Pennsylvania
$516K -$67.4K -584 -12%
JGIA
1378
Jackson Grant Investment Advisers
Connecticut
$516K +$808 +7 +0.2%
SSA
1379
Schonfeld Strategic Advisors
New York
$514K +$514K +4,452 New
TMAM
1380
Tokio Marine Asset Management
Japan
$513K +$71.2K +616 +16%
FI
1381
FormulaFolio Investments
Michigan
$511K +$134K +1,163 +36%
ACM
1382
Ategra Capital Management
Virginia
$510K +$510K +4,417 New
CF
1383
Copperwynd Financial
Arizona
$510K -$26.1K -226 -5%
TWM
1384
Titus Wealth Management
California
$509K -$6K -52 -1%
PTP
1385
Platform Technology Partners
New York
$509K +$346 +3 +0.1%
CWS
1386
Cypress Wealth Services
California
$509K +$4.27K +37 +0.8%
SAM
1387
Secure Asset Management
Michigan
$508K +$244K +2,111 +92%
ST
1388
Sabal Trust
Florida
$507K -$78.4K -680 -13%
WA
1389
Waverly Advisors
Alabama
$506K +$6.69K +56 +1%
JFGIW
1390
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$505K -$100K -869 -17%
FIM
1391
Fruth Investment Management
Texas
$505K – – –
CT
1392
Clearstead Trust
Maine
$505K – – –
HCP
1393
Holt Capital Partners
Texas
$504K – – –
PWM
1394
Perigon Wealth Management
California
$502K +$115K +997 +30%
MAM
1395
Madison Asset Management
Wisconsin
$502K +$241K +2,092 +93%
MS
1396
Maven Securities
Jersey
$501K +$236K +2,067 +89%
WOSD
1397
WFA of San Diego
California
$501K +$501K +3,768 New
PCA
1398
Peddock Capital Advisors
Massachusetts
$493K +$462 +4 +0.1%
FPS
1399
Fieldpoint Private Securities
Connecticut
$492K +$27.3K +236 +6%
MCM
1400
Maryland Capital Management
Maryland
$490K -$9.24K -80 -2%
54 55
56
57 58