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IBM
IBM

Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$238M
2
Franklin Resources
Franklin Resources
California
+$180M
3
Morgan Stanley
Morgan Stanley
New York
+$80.1M
4
N
Natixis
France
+$75.1M
5
IFP
Independent Franchise Partners
United Kingdom
+$75M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$545M
2
Ameriprise
Ameriprise
Minnesota
-$171M
3
KCM
Kensico Capital Management
Connecticut
-$138M
4
State Street
State Street
Massachusetts
-$113M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
1501
Diamant Asset Management
Connecticut
$394K -$30.4K -261 -7%
FPFS
1502
First Personal Financial Services
North Carolina
$394K +$4.88K +42 +1%
PFS
1503
Prospera Financial Services
Texas
$391K -$1.4M -12,107 -78%
VHAM
1504
Van Hulzen Asset Management
California
$391K +$12.2K +105 +3%
CAL
1505
Capital Analysts LLC
Pennsylvania
$391K +$36.7K +316 +10%
AWCI
1506
Alpine Woods Capital Investors
New York
$390K -$48.8K -419 -11%
HTHT
1507
Hemenway Trust Hemenway Trust
New Hampshire
$389K -$3.02K -26 -0.8%
MWM
1508
Minot Wealth Management
Massachusetts
$389K +$389K +3,342 New
CRC
1509
Curi RMB Capital
Illinois
$388K +$388K +3,332 New
DAS
1510
Dynamic Advisor Solutions
Arizona
$387K +$465 +4 +0.1%
GPA
1511
Garrison Point Advisors
California
$386K +$3.03K +26 +0.8%
APG
1512
Abacus Planning Group
South Carolina
$386K +$15.1K +130 +4%
IWS
1513
Insight Wealth Strategies
California
$386K +$41.3K +355 +12%
VFP
1514
Verus Financial Partners
Virginia
$386K +$165K +1,422 +75%
AIL
1515
AGF Investments LLC
Ontario, Canada
$385K -$315K -2,703 -45%
WB
1516
West Bancorporation
Iowa
$385K – – –
TFF
1517
The Family Firm
Maryland
$383K +$52.5K +451 +16%
IIC
1518
Integrated Investment Consultants
Michigan
$382K -$19K -163 -5%
GCA
1519
Gradient Capital Advisors
California
$382K -$13.8K -119 -3%
HI
1520
Hoey Investments
Pennsylvania
$382K +$75.1K +646 +24%
WCAMG
1521
Woodard & Company Asset Management Group
North Carolina
$379K -$268K -2,301 -41%
CCA
1522
Column Capital Advisors
Indiana
$379K -$466 -4 -0.1%
PA
1523
PFG Advisors
Arizona
$379K +$19.7K +166 +5%
VAS
1524
Vestmark Advisory Solutions
Massachusetts
$378K +$10.3K +89 +3%
WI
1525
Wintrust Investments
Illinois
$376K +$140K +1,204 +59%
59 60
61
62 63