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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 %
SCM
1426
Smith Capital Management
Arkansas
$410K +$5.52K +52 +1%
HA
1427
H2O AM
United Kingdom
$410K +$410K +3,865 New
BCM
1428
BTR Capital Management
California
$408K – – –
WC
1429
Whitney & Co
New York
$407K -$66.5K -628 -14%
IC
1430
Intersect Capital
California
$407K +$24.4K +230 +6%
AAMC
1431
Asset Allocation & Management Company
Illinois
$407K +$117K +1,102 +40%
TMAM
1432
Tokio Marine Asset Management
Japan
$406K +$82.5K +777 +25%
THWM
1433
Taylor Hoffman Wealth Management
Virginia
$405K -$166K -1,569 -29%
WR
1434
Watson Rebecca
$402K +$5.98K +54 +2%
AWM
1435
Avior Wealth Management
Nebraska
$397K -$10.4K -90 -3%
HTHT
1436
Hemenway Trust Hemenway Trust
New Hampshire
$394K -$2.86K -27 -0.7%
GA
1437
Greytown Advisors
Florida
$393K -$301K -2,831 -43%
SW
1438
SkyOak Wealth
Michigan
$392K -$7.63K -72 -2%
VNA
1439
Valley National Advisers
Pennsylvania
$392K +$106 +1 +0%
PWM
1440
Perigon Wealth Management
California
$390K +$131K +1,130 +51%
JPLA
1441
Joseph P. Lucia & Associates
New York
$389K +$7.22K +68 +2%
IIC
1442
Integrated Investment Consultants
Michigan
$388K -$55.5K -523 -13%
SLT
1443
St Louis Trust
Missouri
$388K – – –
LCP
1444
Legacy Capital Partners
Wisconsin
$388K +$80.4K +758 +26%
DAM
1445
Diamant Asset Management
Connecticut
$387K – – –
BCM
1446
Brooktree Capital Management
Michigan
$386K -$177K -1,666 -31%
ODCM
1447
Old Dominion Capital Management
Virginia
$385K -$31.1K -293 -7%
TSWM
1448
Triangle Securities Wealth Management
North Carolina
$384K +$112K +1,055 +41%
CCT
1449
Chemung Canal Trust
New York
$382K -$84K -792 -18%
GA
1450
GFS Advisors
Texas
$382K – – –
56 57
58
59 60