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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 %
GWA
1426
GGM Wealth Advisors
Maryland
$507K +$507K +4,166 New
LIA
1427
LBMC Investment Advisors
Tennessee
$506K -$70.1K -582 -12%
NIM
1428
Northeast Investment Management
Massachusetts
$504K -$5.77K -48 -1%
NGA
1429
Naples Global Advisors
Florida
$504K +$78.3K +650 +18%
IA
1430
Insight Advisors
Pennsylvania
$504K +$504K +4,188 New
FMC
1431
First Merchants Corp
Indiana
$503K -$4.33K -36 -0.9%
CL
1432
COWA LLC
Oklahoma
$501K +$501K +4,122 New
DBT
1433
Dubuque Bank & Trust
Iowa
$500K +$228K +1,899 +84%
VI
1434
Versor Investments
New York
$498K -$509K -4,231 -51%
WC
1435
Whitney & Co
New York
$498K -$30.2K -258 -6%
BFC
1436
Bedel Financial Consulting
Indiana
$497K +$74.7K +621 +18%
AL
1437
Aspiriant LLC
California
$496K -$261K -2,152 -34%
IAS
1438
Investment Advisory Services
Texas
$496K -$107K -892 -18%
EWM
1439
Endurance Wealth Management
Rhode Island
$496K -$62.9K -523 -11%
FNC
1440
First National Corp
Massachusetts
$496K +$1.2K +10 +0.2%
FBB
1441
Fulton Breakefield Broenniman
Maryland
$495K -$70.3K -584 -12%
ACI
1442
Alpha Cubed Investments
California
$494K -$6.38K -53 -1%
RM
1443
Resource Management
Louisiana
$494K -$963 -8 -0.2%
CCC
1444
Crescent Capital Consulting
Louisiana
$494K +$494K +4,097 New
SGCA
1445
Steel Grove Capital Advisors
Tennessee
$492K -$714K -5,932 -59%
SWA
1446
SFMG Wealth Advisors
Texas
$490K +$20.1K +167 +4%
KA
1447
Kovack Advisors
Florida
$490K +$64.2K +534 +15%
CAM
1448
Cidel Asset Management
Ontario, Canada
$489K – – –
TC
1449
TAP Consulting
Missouri
$488K -$9.51K -79 -2%
EA
1450
Emerald Advisors
Washington
$488K +$177K +1,474 +57%
56 57
58
59 60