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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 %
LWM
1451
Liberty Wealth Management
California
$439K +$39.5K +342 +10%
NCM
1452
New Capital Management
Texas
$438K +$414K +3,582 +1,706%
ODCM
1453
Old Dominion Capital Management
Virginia
$437K +$18.1K +157 +4%
CCMG
1454
Clark Capital Management Group
Pennsylvania
$436K -$140K -1,208 -24%
MWM
1455
Marietta Wealth Management
Georgia
$436K -$49.8K -431 -10%
THWM
1456
Taylor Hoffman Wealth Management
Virginia
$436K -$4.5K -39 -1%
CFN
1457
Cordasco Financial Network
Florida
$436K +$41K +355 +10%
CC
1458
Cannell & Co
New York
$435K -$109K -941 -20%
WA1
1459
Wimmer Associates 1
California
$435K -$59.8K -492 -12%
AWCI
1460
Alpine Woods Capital Investors
New York
$435K -$16.8K -146 -4%
CCM
1461
Carlson Capital Management
Minnesota
$435K -$2.94K -26 -0.7%
SFSIG
1462
San Francisco Sentry Investment Group
California
$434K +$94.8K +822 +28%
BCM
1463
BTR Capital Management
California
$432K -$12K -104 -3%
PCIA
1464
Prime Capital Investment Advisors
Kansas
$432K +$314K +2,723 +266%
AA
1465
Argent Advisors
Louisiana
$432K +$432K +3,743 New
GA
1466
GFS Advisors
Texas
$431K +$14.9K +129 +4%
NGA
1467
Naples Global Advisors
Florida
$431K +$108K +932 +33%
MFS
1468
Mirabella Financial Services
United Kingdom
$431K +$431K +3,733 New
GI
1469
Gradient Investments
Minnesota
$429K +$189K +1,634 +78%
ARTA
1470
A.R.T. Advisors
New York
$426K +$426K +3,691 New
SLT
1471
St Louis Trust
Missouri
$422K – – –
DAM
1472
Diamant Asset Management
Connecticut
$421K – – –
WR
1473
Watson Rebecca
$419K -$231 -2 -0.1%
NIM
1474
NuWave Investment Management
New Jersey
$419K +$419K +3,476 New
TIA
1475
Traphagen Investment Advisors
New Jersey
$419K +$5.31K +46 +1%
57 58
59
60 61