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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 %
PWM
1451
Palumbo Wealth Management
New York
$488K +$488K +4,058 New
FPS
1452
Fieldpoint Private Securities
Connecticut
$486K -$8.54K -71 -2%
THWM
1453
Taylor Hoffman Wealth Management
Virginia
$486K +$30.8K +256 +7%
MSFS
1454
Main Street Financial Solutions
Pennsylvania
$486K +$486K +4,037 New
FAN
1455
Financial Advisors Network
California
$485K -$19.1K -159 -4%
NEWAS
1456
N.E.W. Advisory Services
Wisconsin
$485K +$485K +4,028 New
RFP
1457
Roth Financial Partners
Texas
$485K +$485K +4,029 New
WA1
1458
Wimmer Associates 1
California
$484K -$33.2K -276 -6%
SAM
1459
SignalPoint Asset Management
Missouri
$484K -$17K -141 -3%
LC
1460
Landaas & Company
Wisconsin
$484K +$2.29K +19 +0.5%
OIA
1461
Optimum Investment Advisors
Illinois
$483K -$7.11K -59 -1%
SWM
1462
SVA Wealth Management
Wisconsin
$483K -$6.5K -54 -1%
MWM
1463
Minot Wealth Management
Massachusetts
$483K +$80.6K +669 +20%
CBA
1464
Coastal Bridge Advisors
Connecticut
$482K -$298K -2,476 -38%
SWA
1465
Sax Wealth Advisors
New Jersey
$481K +$481K +3,997 New
MWA
1466
Meridian Wealth Advisors
Texas
$480K -$21.4K -178 -4%
GA
1467
Greytown Advisors
Florida
$480K +$39.4K +327 +9%
TIM
1468
Tortoise Investment Management
New York
$477K -$842 -7 -0.2%
JSL
1469
JT Stratford LLC
Georgia
$477K +$32.3K +268 +7%
TNAM
1470
Terra Nova Asset Management
New York
$476K +$476K +3,956 New
AW
1471
ACG Wealth
Georgia
$471K +$45.7K +380 +11%
CCT
1472
Chemung Canal Trust
New York
$470K -$10.9K -91 -2%
MW
1473
Marcum Wealth
Ohio
$470K +$100K +834 +27%
PCA
1474
Peddock Capital Advisors
Massachusetts
$469K -$3.13K -26 -0.7%
CPA
1475
Court Place Advisors
Maryland
$469K – – –
57 58
59
60 61