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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 %
FSC
1476
Full Sail Capital
Oklahoma
$469K – – –
WDG
1477
Wealth Dimensions Group
Ohio
$469K +$469K +3,893 New
SWMP
1478
Signature Wealth Management Partners
New Jersey
$469K +$469K +3,899 New
ICP
1479
Interchange Capital Partners
Pennsylvania
$469K +$469K +3,902 New
Financial Engines Advisors
1480
Financial Engines Advisors
California
$467K -$359K -2,982 -43%
WA
1481
Waverly Advisors
Alabama
$467K -$19.7K -171 -4%
TW
1482
TrinityPoint Wealth
Connecticut
$466K -$733K -6,256 -61%
ODCM
1483
Old Dominion Capital Management
Virginia
$466K +$10.2K +85 +2%
BFO
1484
Biltmore Family Office
North Carolina
$466K +$39.2K +326 +9%
WQ
1485
Wealth Quarterback
New Jersey
$464K -$156K -1,300 -25%
MPWT
1486
MassMutual Private Wealth & Trust
Connecticut
$464K +$112K +926 +32%
UWM
1487
Urban Wealth Management
California
$464K +$464K +3,857 New
MCM
1488
Maryland Capital Management
Maryland
$458K +$19K +158 +4%
AA
1489
Addison Advisors
Vermont
$456K +$456K +3,788 New
OIM
1490
Oder Investment Management
California
$456K +$456K +3,795 New
CCM
1491
Carlson Capital Management
Minnesota
$454K -$18.9K -154 -4%
GI
1492
Gradient Investments
Minnesota
$454K – – –
GAM
1493
Gemmer Asset Management
California
$453K -$36.1K -300 -7%
LGA
1494
Lebenthal Global Advisors
New York
$453K +$453K +3,770 New
FMLI
1495
Fukoku Mutual Life Insurance
Japan
$452K – – –
MCM
1496
MV Capital Management
Maryland
$452K +$209K +1,734 +86%
BCM
1497
BTR Capital Management
California
$451K -$37.7K -313 -8%
DW
1498
Domani Wealth
Pennsylvania
$450K -$53.6K -445 -11%
I
1499
INVST
Indiana
$450K +$76.9K +639 +21%
MIM
1500
MTM Investment Management
South Carolina
$449K +$449K +3,735 New
58 59
60
61 62