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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 %
HP
1501
Hikari Power
Japan
$400K – – –
ZAM
1502
Zevin Asset Management
Massachusetts
$399K -$103K -889 -20%
PWM
1503
Provident Wealth Management
Tennessee
$399K -$3.92K -34 -1%
IIC
1504
Integrated Investment Consultants
Michigan
$398K -$24.1K -209 -6%
UBV
1505
United Bank (Virginia)
Virginia
$398K +$4.15K +36 +1%
GAG
1506
GM Advisory Group
New York
$395K +$11.4K +99 +3%
KA
1507
Kovack Advisors
Florida
$395K +$58.5K +506 +17%
CCT
1508
Chemung Canal Trust
New York
$393K -$22.9K -198 -5%
GCA
1509
Gradient Capital Advisors
California
$393K +$29.3K +254 +8%
SMFS
1510
Squar Milner Financial Services
California
$392K +$56.5K +490 +17%
RWA
1511
River Wealth Advisors
Pennsylvania
$390K -$68.3K -591 -15%
VVP
1512
Venture Visionary Partners
Ohio
$390K +$165K +1,436 +74%
HTHT
1513
Hemenway Trust Hemenway Trust
New Hampshire
$389K -$39.8K -345 -9%
MPIA
1514
Mountain Pacific Investment Advisers
Idaho
$389K +$42.2K +366 +12%
WP
1515
WealthSource Partners
California
$388K +$1.27K +11 +0.3%
FPFS
1516
First Personal Financial Services
North Carolina
$387K -$28.3K -245 -7%
DAS
1517
Dynamic Advisor Solutions
Arizona
$384K +$7.15K +62 +2%
AIP
1518
Almanack Investment Partners
Pennsylvania
$383K +$51.4K +445 +15%
WB
1519
West Bancorporation
Iowa
$382K – – –
LIM
1520
Loudon Investment Management
New Hampshire
$381K -$211K -1,829 -36%
IC
1521
Intersect Capital
California
$381K -$61.4K -532 -14%
HIM
1522
Hanlon Investment Management
New Jersey
$381K – – –
AC
1523
Avestar Capital
New York
$380K -$210K -1,814 -36%
GPA
1524
Garrison Point Advisors
California
$380K – – –
AW
1525
ACG Wealth
Georgia
$379K -$23.5K -204 -6%
59 60
61
62 63