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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 %
FPS
1401
Fieldpoint Private Securities
Connecticut
$427K +$6.69K +63 +2%
CB
1402
CNB Bank
Pennsylvania
$425K -$29.8K -281 -7%
SCM
1403
Southport Capital Management
Tennessee
$425K +$17.9K +169 +4%
SWM
1404
SVA Wealth Management
Wisconsin
$425K +$25.4K +240 +6%
MG
1405
Mather Group
Illinois
$425K +$188K +1,769 +79%
TGAM
1406
TBH Global Asset Management
Tennessee
$424K +$3.18K +30 +0.8%
RBFC
1407
Roman Butler Fullerton & Co
Missouri
$422K +$9.02K +85 +2%
RM
1408
Resource Management
Louisiana
$422K +$37.9K +357 +10%
S
1409
Seeyond
France
$421K -$146K -2,792 -26%
MYLI
1410
Meiji Yasuda Life Insurance
Japan
$421K -$262K -2,477 -38%
BFC
1411
Bedel Financial Consulting
Indiana
$421K +$5.42K +51 +1%
RWA
1412
River Wealth Advisors
Pennsylvania
$421K +$119K +1,119 +39%
H
1413
HoyleCohen
California
$420K +$9.97K +94 +2%
AIM
1414
Axiom Investment Management
New York
$420K +$420K +3,958 New
BWP
1415
BSW Wealth Partners
Colorado
$416K -$29.5K -278 -7%
CS
1416
Cannell & Spears
New York
$416K – – –
PV
1417
Private Vista
Illinois
$416K +$17.4K +164 +4%
AP
1418
Arlington Partners
Alabama
$416K +$142K +1,340 +52%
AWCI
1419
Alpine Woods Capital Investors
New York
$415K – – –
CPA
1420
Court Place Advisors
Maryland
$413K -$77.7K -732 -16%
BWM
1421
Baystate Wealth Management
Massachusetts
$413K -$22.6K -213 -5%
GLLW
1422
Graves Light Lenhart Wealth
Virginia
$412K -$25.7K -243 -6%
VWA
1423
V Wealth Advisors
Kansas
$412K +$111K +1,044 +37%
RSWM
1424
Robertson Stephens Wealth Management
California
$412K +$148K +1,393 +56%
FCM
1425
Firestone Capital Management
Florida
$410K – – –
55 56
57
58 59