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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.

Holders
1,967
Holders Change
-104
Holders Change %
-5.02%
% of All Funds
43.46%
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
1
JPMorgan Chase & Co
New York
$753M
2
Charles Schwab
2
Charles Schwab
California
$1.24B
3
IFP
3
Independent Franchise Partners
United Kingdom
$385M
4
Capital World Investors
4
Capital World Investors
California
$495M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.42B

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$104M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$513M
Name Market Value Shares Shares
Change 		Shares
Change %
USAA
126
United Services Automobile Association
Texas
$48.5M 411,552 +21,740 +6%
MAM
127
Martingale Asset Management
Massachusetts
$48.2M 434,449 -14,023 -3%
Lazard Asset Management
128
Lazard Asset Management
New York
$48M 432,416 -105,415 -20%
DLA
129
Douglas Lane & Associates
New York
$45.6M 410,694 +9,703 +2%
TH
130
TCTC Holdings
Texas
$44.8M 403,462 -1,942 -0.5%
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$44.7M 403,041 +34,795 +9%
Ensign Peak Advisors
132
Ensign Peak Advisors
Utah
$44.6M 402,433 -15,239 -4%
Retirement Systems of Alabama
133
Retirement Systems of Alabama
Alabama
$43.2M 389,321 -84,909 -18%
RJFSA
134
Raymond James Financial Services Advisors
Florida
$42.7M 384,797 +29,774 +8%
LPL Financial
135
LPL Financial
California
$42.3M 380,935 +51,477 +16%
KeyBank National Association
136
KeyBank National Association
Ohio
$42M 378,837 -17,844 -4%
Royal London Asset Management
137
Royal London Asset Management
United Kingdom
$39.5M 349,945 -2,412 -0.7%
MHC
138
Meyer Handelman Company
New York
$38.2M 344,139 -550 -0.2%
Comerica Bank
139
Comerica Bank
Texas
$37.6M 301,259 -5,104 -2%
Aviva
140
Aviva
United Kingdom
$37.3M 336,010 +648 +0.2%
CWM
141
CIBC World Markets
New York
$37.2M 335,772 -338,301 -50%
State of Tennessee, Department of Treasury
142
State of Tennessee, Department of Treasury
Tennessee
$37.2M 335,523 -107,767 -24%
GT
143
Glenmede Trust
Pennsylvania
$37M 275,805 – –
SAM
144
Silvercrest Asset Management
New York
$36.8M 331,898 +249,856 +305%
CIBC World Market
145
CIBC World Market
Ontario, Canada
$36.3M 327,283 +19,702 +6%
AAM
146
Advisors Asset Management
Colorado
$36.1M 325,008 -4,646 -1%
EIP
147
Easterly Investment Partners
Massachusetts
$35.9M 323,494 +323,494 New
DADC
148
D.A. Davidson & Co
Montana
$35.8M 322,545 +5,021 +2%
Envestnet Asset Management
149
Envestnet Asset Management
Illinois
$35.7M 322,087 -90,262 -22%
First Manhattan
150
First Manhattan
New York
$35.6M 320,696 -7,633 -2%
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