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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 %
CGA
1501
Crescent Grove Advisors
Illinois
$448K +$24.4K +203 +6%
MCM
1502
Magnolia Capital Management
New York
$446K -$220K -1,831 -33%
AWM
1503
Avior Wealth Management
Nebraska
$441K -$22.8K -180 -5%
SLT
1504
St Louis Trust
Missouri
$441K – – –
GLLW
1505
Graves Light Lenhart Wealth
Virginia
$440K -$27.9K -232 -6%
BO
1506
Bank OZK
Arkansas
$439K +$3.13K +26 +0.7%
OFS
1507
Orrstown Financial Services
Pennsylvania
$438K -$12.6K -105 -3%
FIM
1508
Fruth Investment Management
Texas
$438K -$12.6K -105 -3%
CPIG
1509
Chicago Partners Investment Group
Illinois
$437K -$63.9K -563 -13%
QCG
1510
Quadrant Capital Group
Ohio
$436K -$67.9K -564 -13%
LTI
1511
Laffer Tengler Investments
Tennessee
$435K -$37.9K -319 -8%
EHWM
1512
Eads & Heald Wealth Management
Georgia
$434K -$105K -873 -20%
OFG
1513
Oxford Financial Group
Indiana
$433K -$21.4K -178 -5%
AAP
1514
Arax Advisory Partners
Colorado
$431K -$2.28K -19 -0.5%
NCM
1515
New Capital Management
Texas
$431K – – –
MPIA
1516
Mountain Pacific Investment Advisers
Idaho
$431K – – –
CFO
1517
Collective Family Office
Pennsylvania
$431K +$431K +3,577 New
CAN
1518
Claraphi Advisory Network
United States
$430K +$215K +1,784 +100%
KWMG
1519
King Wealth Management Group
Florida
$429K +$1.45K +12 +0.3%
MWM
1520
Mascoma Wealth Management
New Hampshire
$429K +$429K +3,567 New
CPIA
1521
Cornell Pochily Investment Advisors
New York
$428K -$58.8K -489 -12%
GA
1522
GFS Advisors
Texas
$428K -$13.4K -111 -3%
TGAM
1523
TBH Global Asset Management
Tennessee
$428K -$2.17K -18 -0.5%
HCM
1524
Highlander Capital Management
New Jersey
$428K +$9.39K +78 +2%
RIM
1525
Reliant Investment Management
Tennessee
$425K -$63K -523 -13%
59 60
61
62 63