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IBM
IBM

Overview Fund Activity

2,126 hedge funds and large institutions have $63.8B invested in IBM in 2020 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 754 increasing their positions, 892 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,126
Holders Change
+142
Holders Change %
+7.16%
% of All Funds
37.72%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.62%
New
271
Increased
754
Reduced
892
Closed
95
Calls
$1.69B
Puts
$2.11B
Net Calls
-$417M
Net Calls Change
-$115M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$297M
2
Franklin Resources
Franklin Resources
California
+$268M
3
Two Sigma Investments
Two Sigma Investments
New York
+$178M
4
BlackRock
BlackRock
New York
+$167M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$161M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$542M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$263M
3
Barclays
Barclays
United Kingdom
-$219M
4
State Street
State Street
Massachusetts
-$131M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
1376
InTrack Investment Management
Vermont
$548K +$548K +4,552 New
DWM
1377
Destination Wealth Management
California
$547K -$403K -3,345 -42%
FCB
1378
First Command Bank
Texas
$547K -$64K -531 -10%
FCFS
1379
First Command Financial Services
Texas
$547K -$64K -531 -10%
BDFN
1380
Bond & Devick Financial Network
Minnesota
$545K +$545K +4,532 New
MPCG
1381
Matrix Private Capital Group
New York
$543K – – –
FHC
1382
First Heartland Consultants
Missouri
$540K +$66.3K +551 +14%
DMK
1383
David M. Knott
$539K – – –
TLP
1384
Trinity Legacy Partners
Texas
$539K +$29.6K +246 +6%
MMC
1385
Mizuho Markets Cayman
Cayman Islands
$539K +$539K +4,479 New
BFM
1386
Boston Financial Management
Massachusetts
$538K -$34.5K -287 -6%
RWM
1387
Ritholtz Wealth Management
New York
$538K +$44.8K +372 +9%
CWM
1388
Calamos Wealth Management
Illinois
$538K +$538K +4,470 New
CWS
1389
Cypress Wealth Services
California
$538K +$538K +4,474 New
AA
1390
AQR Arbitrage
Connecticut
$538K +$538K +4,530 New
SFSIG
1391
San Francisco Sentry Investment Group
California
$537K +$75.3K +625 +16%
WKWM
1392
Walter & Keenan Wealth Management
Indiana
$535K -$81.7K -679 -13%
IC
1393
Intersect Capital
California
$534K +$91.5K +760 +21%
GWS
1394
Glassman Wealth Services
Virginia
$532K -$24.4K -203 -4%
QP
1395
Quilter Plc
United Kingdom
$530K +$14.4K +120 +3%
BHC
1396
Bowen Hanes & Co
Florida
$529K -$509K -4,226 -49%
MF
1397
Magnetar Financial
Illinois
$528K -$1.76M -14,652 -77%
HL
1398
HeadInvest LLC
Maine
$528K -$241 -2 -0%
MAM
1399
Meeder Asset Management
Ohio
$527K -$443K -3,687 -46%
TIA
1400
Tiemann Investment Advisors
California
$527K -$42.6K -354 -7%
54 55
56
57 58