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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 %
SWM
1426
SVA Wealth Management
Wisconsin
$463K +$115 +1 +0%
RBFC
1427
Roman Butler Fullerton & Co
Missouri
$462K +$2.54K +22 +0.6%
LC
1428
Landaas & Company
Wisconsin
$460K +$2.08K +18 +0.5%
DAM
1429
Doheny Asset Management
California
$459K – – –
JSL
1430
JT Stratford LLC
Georgia
$459K +$59.1K +512 +15%
TLP
1431
Trinity Legacy Partners
Texas
$459K +$459K +3,996 New
TIM
1432
Tortoise Investment Management
New York
$455K -$51K -441 -10%
CS
1433
Cannell & Spears
New York
$453K – – –
TCPWM
1434
Traverso Chambers Private Wealth Management
California
$453K +$48.6K +421 +12%
MTC
1435
McDaniel Terry & Co
Texas
$452K +$67.4K +583 +18%
CWM
1436
Chesapeake Wealth Management
Virginia
$450K +$35K +304 +8%
CPA
1437
Court Place Advisors
Maryland
$449K – – –
GLLW
1438
Graves Light Lenhart Wealth
Virginia
$449K +$115 +1 +0%
SCM
1439
Smith Capital Management
Arkansas
$449K +$3.35K +29 +0.8%
FCM
1440
Firestone Capital Management
Florida
$447K – – –
AWM
1441
Avior Wealth Management
Nebraska
$447K +$26K +212 +6%
AIC
1442
Ameritas Investment Company
Nebraska
$446K -$212K -1,834 -32%
PFA
1443
Pathway Financial Advisors
Vermont
$446K -$48.3K -418 -10%
CB
1444
CNB Bank
Pennsylvania
$445K -$17.9K -155 -4%
JPLA
1445
Joseph P. Lucia & Associates
New York
$445K +$22K +191 +5%
FHC
1446
First Heartland Consultants
Missouri
$444K +$96.7K +838 +28%
AAMC
1447
Asset Allocation & Management Company
Illinois
$443K – – –
OFG
1448
Oxford Financial Group
Indiana
$441K +$121K +1,046 +38%
MYLI
1449
Meiji Yasuda Life Insurance
Japan
$440K -$19.3K -167 -4%
AAP
1450
Arax Advisory Partners
Colorado
$440K +$50.2K +435 +13%
56 57
58
59 60