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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.

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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$456M
2
Charles Schwab
Charles Schwab
California
+$395M
3
IFP
Independent Franchise Partners
United Kingdom
+$385M
4
Capital World Investors
Capital World Investors
California
+$306M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$279M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$406M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$216M
3
Renaissance Technologies
Renaissance Technologies
New York
-$207M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$193M
5
Goldman Sachs
Goldman Sachs
New York
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
GPA
1501
Garrison Point Advisors
California
$349K +$63.9K +602 +22%
PWPS
1502
Pinnacle Wealth Planning Services
Ohio
$349K +$98.1K +925 +39%
CA
1503
Cortland Associates
Missouri
$348K -$1.27K -12 -0.4%
PK
1504
Pflug Koory
Nebraska
$348K – – –
FI
1505
FormulaFolio Investments
Michigan
$346K -$167K -1,579 -33%
AIM
1506
Acropolis Investment Management
Missouri
$346K -$10.7K -101 -3%
DAS
1507
Dynamic Advisor Solutions
Arizona
$346K +$61.2K +578 +22%
PP
1508
Paloma Partners
Connecticut
$344K -$2.31M -21,730 -87%
RC
1509
Reik & Co
New York
$341K – – –
BFA
1510
Brendel Financial Advisors
New Hampshire
$341K – – –
BOS
1511
Bank of Stockton
California
$338K -$39.7K -376 -11%
AWM
1512
Argent Wealth Management
Massachusetts
$337K +$29K +264 +9%
PAS
1513
Professional Advisory Services
Florida
$334K – – –
CCG
1514
Chatham Capital Group
Georgia
$334K – – –
MWA
1515
Meridian Wealth Advisors
Texas
$334K +$4.35K +41 +1%
GCA
1516
Gradient Capital Advisors
California
$334K +$334K +3,153 New
B
1517
Bridgeworth
Alabama
$333K -$12.3K -116 -4%
AWM
1518
Altavista Wealth Management
North Carolina
$333K -$5.62K -53 -2%
UFG
1519
United Fire Group
Iowa
$333K – – –
LSAG
1520
Lake Street Advisors Group
New Hampshire
$333K +$59.1K +557 +22%
PIA
1521
Perennial Investment Advisors
California
$332K +$1.38K +13 +0.4%
CFFP
1522
Center for Financial Planning
Michigan
$331K +$8.07K +76 +2%
HFA
1523
Huber Financial Advisors
Illinois
$329K +$8.06K +76 +3%
RIA
1524
Realta Investment Advisors
Delaware
$327K -$141K -1,328 -30%
BCM
1525
Boltwood Capital Management
California
$326K -$16.7K -157 -5%
59 60
61
62 63