1,984 hedge funds and large institutions have $61.7B invested in IBM in 2020 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 791 increasing their positions, 818 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,984
Holders Change
-3
Holders Change %
-0.15%
% of All Funds
40.14%
Holding in Top 10
39
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.36%
% of All Funds
0.79%
New
118
Increased
791
Reduced
818
Closed
103
Calls
$1.46B
Puts
$1.76B
Net Calls
-$302M
Net Calls Change
-$73.8M
Name Holding Trade Value Shares
Change
Shares
Change %
KA
1476
Kovack Advisors
Florida
$412K +$14K +120 +4%
TIA
1477
Traphagen Investment Advisors
New Jersey
$412K -$10.5K -90 -2%
NGA
1478
Naples Global Advisors
Florida
$411K -$22.9K -197 -5%
APW
1479
Austin Private Wealth
Texas
$411K -$8.96K -77 -2%
AW
1480
ACG Wealth
Georgia
$411K +$29.3K +252 +8%
HIM
1481
Hotaling Investment Management
Pennsylvania
$410K -$67.3K -579 -14%
CGA
1482
Crescent Grove Advisors
Illinois
$409K
T
1483
TRUADVICE
Florida
$409K +$409K +3,452 New
CCMG
1484
Clark Capital Management Group
Pennsylvania
$408K -$30.9K -266 -7%
BFC
1485
Bedel Financial Consulting
Indiana
$408K -$2.56K -22 -0.6%
HCM
1486
Highlander Capital Management
New Jersey
$405K +$51.8K +445 +15%
XS
1487
XR Securities
Illinois
$405K +$405K +3,485 New
VNA
1488
Valley National Advisers
Pennsylvania
$403K -$5.94K -51 -1%
AIA
1489
Arbor Investment Advisors
North Carolina
$403K
SIG
1490
Sky Investment Group
Connecticut
$403K +$403K +3,462 New
DAM
1491
Doheny Asset Management
California
$402K -$60.9K -523 -13%
ZAM
1492
Zevin Asset Management
Massachusetts
$402K
PWM
1493
Provident Wealth Management
Tennessee
$402K
PFA
1494
Pathway Financial Advisors
Vermont
$401K -$45.7K -395 -10%
CHA
1495
Carmichael Hill & Associates
Maryland
$400K -$18.2K -156 -4%
TSW
1496
Thompson Siegel & Walmsley
Virginia
$399K -$830K -7,139 -68%
FI
1497
FormulaFolio Investments
Michigan
$399K -$116K -996 -22%
UBV
1498
United Bank (Virginia)
Virginia
$398K -$2.9K -25 -0.7%
PFBT
1499
Parkside Financial Bank & Trust
Missouri
$397K -$8.37K -72 -2%
RWA
1500
River Wealth Advisors
Pennsylvania
$397K +$4.65K +40 +1%