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
Name Holding Trade Value Shares
Change
Shares
Change %
AFM
1476
Abbot Financial Management
Massachusetts
$367K -$6.68K -63 -2%
AIA
1477
Arbor Investment Advisors
North Carolina
$367K
Jones Financial Companies
1478
Jones Financial Companies
Missouri
$367K +$7.95K +75 +2%
LWM
1479
Liberty Wealth Management
California
$367K +$16.3K +154 +5%
JSL
1480
JT Stratford LLC
Georgia
$367K +$192K +1,811 +110%
BDF
1481
Balasa Dinverno & Foltz
$366K +$37.5K +354 +11%
CFN
1482
Cordasco Financial Network
Florida
$363K +$176K +1,664 +95%
UBV
1483
United Bank (Virginia)
Virginia
$362K -$32.2K -304 -8%
IAS
1484
Investment Advisory Services
Texas
$360K -$52.6K -495 -13%
CC
1485
Capital Counsel
New York
$360K -$28K -264 -7%
WA
1486
Wambolt & Associates
Colorado
$360K -$20.9K -197 -5%
TFS
1487
Thoroughbred Financial Services
Tennessee
$360K +$106K +1,000 +42%
AAP
1488
Arax Advisory Partners
Colorado
$358K -$49.8K -470 -12%
RFA
1489
Reilly Financial Advisors
California
$358K +$34.8K +328 +11%
PMG
1490
ProVise Management Group
Florida
$358K +$59.5K +561 +20%
PA
1491
Planning Alternatives
Michigan
$357K
VCM
1492
Vivaldi Capital Management
Illinois
$356K -$51.4K -484 -13%
VCP
1493
Verus Capital Partners
Arizona
$356K +$20.5K +193 +6%
WP
1494
WealthSource Partners
California
$355K -$149K -1,405 -30%
MHIC
1495
Marble Harbor Investment Counsel
Massachusetts
$353K -$465K -4,393 -57%
MTC
1496
McDaniel Terry & Co
Texas
$353K +$849 +8 +0.2%
WHG
1497
Westwood Holdings Group
Texas
$353K +$108K +1,020 +44%
GAG
1498
GM Advisory Group
New York
$352K +$173K +1,632 +97%
WB
1499
West Bancorporation
Iowa
$351K
HIM
1500
Hanlon Investment Management
New Jersey
$350K