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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 %
NIM
1401
Northeast Investment Management
Massachusetts
$489K -$5.77K -50 -1%
CCA
1402
Catalyst Capital Advisors
New York
$488K – – –
FNC
1403
First National Corp
Massachusetts
$488K +$10.3K +89 +2%
PWA
1404
Physician Wealth Advisors
Utah
$487K -$175K -1,445 -26%
CCI
1405
Credit Capital Investments
New Jersey
$483K – – –
FA
1406
FCG Advisors
New Jersey
$483K +$6K +52 +1%
FAN
1407
Financial Advisors Network
California
$482K +$10.5K +91 +2%
SAM
1408
SignalPoint Asset Management
Missouri
$480K +$69.8K +605 +17%
FI
1409
Fosun International
China
$479K -$110K -957 -19%
BCM
1410
Becker Capital Management
Oregon
$479K -$54.4K -471 -10%
RIA
1411
Realta Investment Advisors
Delaware
$478K +$121K +1,050 +34%
HIM
1412
Hotaling Investment Management
Pennsylvania
$474K +$120K +1,040 +34%
TC
1413
TAP Consulting
Missouri
$473K -$523K -4,530 -53%
ICM
1414
Invenomic Capital Management
Massachusetts
$473K – – –
BWP
1415
BSW Wealth Partners
Colorado
$473K +$19.9K +172 +4%
CRIG
1416
Charter Research & Investment Group
Connecticut
$472K +$192K +1,663 +69%
CAM
1417
Cidel Asset Management
Ontario, Canada
$470K – – –
MFG
1418
Magnus Financial Group
New York
$467K -$105K -914 -18%
TCM
1419
Telos Capital Management
California
$467K -$71.1K -616 -13%
DA
1420
DSC Advisors
Illinois
$467K +$57.9K +502 +14%
RM
1421
Resource Management
Louisiana
$466K +$7.61K +66 +2%
CPIA
1422
Cornell Pochily Investment Advisors
New York
$465K -$24.4K -211 -5%
GAM
1423
Gemmer Asset Management
California
$465K +$346 +3 +0.1%
HB
1424
Horizon Bancorp
Indiana
$464K -$301K -2,603 -39%
TGAM
1425
TBH Global Asset Management
Tennessee
$464K +$1.73K +15 +0.4%
55 56
57
58 59