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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 %
CWM
1451
Chesapeake Wealth Management
Virginia
$382K – – –
CHA
1452
Carmichael Hill & Associates
Maryland
$382K +$1.7K +16 +0.4%
FPFS
1453
First Personal Financial Services
North Carolina
$381K -$7.1K -67 -2%
TIA
1454
Traphagen Investment Advisors
New Jersey
$380K +$12.3K +116 +3%
IAN
1455
Integrated Advisors Network
Texas
$377K -$226K -2,131 -37%
SAM
1456
SignalPoint Asset Management
Missouri
$377K -$43.4K -409 -10%
DA
1457
DSC Advisors
Illinois
$376K -$696K -6,557 -65%
FMLI
1458
Fukoku Mutual Life Insurance
Japan
$376K – – –
OFS
1459
Orrstown Financial Services
Pennsylvania
$375K – – –
SOAMC
1460
Spirit of America Management Corp
New York
$374K +$17.7K +167 +5%
APW
1461
Austin Private Wealth
Texas
$374K +$374K +3,526 New
APG
1462
Abacus Planning Group
South Carolina
$373K -$100K -943 -21%
TCPWM
1463
Traverso Chambers Private Wealth Management
California
$372K – – –
KPCM
1464
Kings Point Capital Management
New York
$371K +$27.7K +261 +8%
PFGIA
1465
Patriot Financial Group Insurance Agency
Massachusetts
$371K +$38.4K +362 +12%
CAG
1466
Csenge Advisory Group
Florida
$370K -$117K -1,103 -24%
HT
1467
Heritage Trust
Oklahoma
$370K -$85.1K -800 -19%
AW
1468
ACG Wealth
Georgia
$370K -$636 -6 -0.2%
BA
1469
Ballast Advisors
Minnesota
$370K – – –
PWM
1470
Provident Wealth Management
Tennessee
$370K +$3.18K +30 +0.9%
MFP
1471
Meridian Financial Partners
Virginia
$370K +$11.8K +103 +3%
PFBT
1472
Parkside Financial Bank & Trust
Missouri
$369K +$96.8K +912 +36%
KWMG
1473
King Wealth Management Group
Florida
$368K +$1.27K +12 +0.3%
HP
1474
Hikari Power
Japan
$367K -$1.98M -18,724 -84%
NG
1475
Northstar Group
New York
$367K -$30.1K -284 -8%
57 58
59
60 61