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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 %
Financial Engines Advisors
1476
Financial Engines Advisors
California
$418K +$418K +3,620 New
APW
1477
Austin Private Wealth
Texas
$417K +$9.82K +85 +2%
PFGIA
1478
Patriot Financial Group Insurance Agency
Massachusetts
$416K +$11.9K +103 +3%
QAM
1479
QCI Asset Management
New York
$415K -$107K -928 -21%
CHA
1480
Carmichael Hill & Associates
Maryland
$415K -$808 -7 -0.2%
CA
1481
Cortland Associates
Missouri
$415K +$36.3K +314 +10%
AWM
1482
Aberdeen Wealth Management
Illinois
$415K +$62.7K +543 +18%
FMT
1483
First Mercantile Trust
Tennessee
$415K +$84.4K +732 +26%
VPIM
1484
Vanguard Personalized Indexing Management
California
$412K +$75.5K +654 +22%
WA
1485
Wambolt & Associates
Colorado
$411K +$19.2K +166 +5%
CC
1486
Capital Counsel
New York
$411K +$19.1K +166 +5%
RWM
1487
Ritholtz Wealth Management
New York
$411K +$157K +1,359 +62%
HT
1488
Heritage Trust
Oklahoma
$410K +$8.09K +70 +2%
FMLI
1489
Fukoku Mutual Life Insurance
Japan
$409K – – –
MW
1490
Marcum Wealth
Ohio
$409K +$409K +3,545 New
BFC
1491
Bedel Financial Consulting
Indiana
$408K -$50.1K -434 -11%
OFS
1492
Orrstown Financial Services
Pennsylvania
$408K – – –
SOAMC
1493
Spirit of America Management Corp
New York
$407K – – –
VNA
1494
Valley National Advisers
Pennsylvania
$406K -$21.5K -186 -5%
CGA
1495
Crescent Grove Advisors
Illinois
$406K +$72.5K +628 +22%
BO
1496
Bank OZK
Arkansas
$405K -$132K -1,146 -25%
KF
1497
Krilogy Financial
Missouri
$402K -$67.8K -587 -14%
PFBT
1498
Parkside Financial Bank & Trust
Missouri
$402K +$923 +8 +0.2%
BA
1499
Ballast Advisors
Minnesota
$400K -$2.08K -18 -0.5%
AIA
1500
Arbor Investment Advisors
North Carolina
$400K – – –
58 59
60
61 62