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IBM
IBM

Overview Fund Activity

2,207 hedge funds and large institutions have $73.8B invested in IBM in 2021 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 936 increasing their positions, 799 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,207
Holders Change
+63
Holders Change %
+2.94%
% of All Funds
38.53%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.61%
New
173
Increased
936
Reduced
799
Closed
84
Calls
$2.28B
Puts
$2.34B
Net Calls
-$61.6M
Net Calls Change
+$475M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$153M
2
MWNA
Marshall Wace North America
New York
+$133M
3
Goldman Sachs
Goldman Sachs
New York
+$130M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$129M
5
DnB Asset Management
DnB Asset Management
Norway
+$100M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$369M
2
Franklin Resources
Franklin Resources
California
-$235M
3
Renaissance Technologies
Renaissance Technologies
New York
-$141M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$115M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$79M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMLI
1501
Fukoku Mutual Life Insurance
Japan
$526K – – –
MS
1502
Maven Securities
Jersey
$526K +$526K +3,754 New
TFS
1503
Thoroughbred Financial Services
Tennessee
$525K -$2.66K -19 -0.5%
MPIA
1504
Mountain Pacific Investment Advisers
Idaho
$525K – – –
WWM
1505
Western Wealth Management
Colorado
$525K +$155K +1,107 +42%
BCFD
1506
Boit C.F. David
$525K +$525K +3,749 New
CWM
1507
Centric Wealth Management
Illinois
$523K -$2.95M -21,083 -85%
LFF
1508
Level Four Financial
Texas
$522K +$28.2K +201 +6%
PWM
1509
Paulson Wealth Management
Illinois
$521K +$14.3K +102 +3%
SIG
1510
Sky Investment Group
Connecticut
$521K +$32K +228 +7%
EHWM
1511
Eads & Heald Wealth Management
Georgia
$520K +$6.87K +49 +1%
OFG
1512
Oxford Financial Group
Indiana
$519K +$14.7K +105 +3%
OCM
1513
One Capital Management
California
$514K +$78.5K +561 +18%
SLT
1514
St Louis Trust
Missouri
$513K – – –
GLLW
1515
Graves Light Lenhart Wealth
Virginia
$513K +$140 +1 +0%
HFS
1516
Hantz Financial Services
Michigan
$513K +$43.7K +312 +9%
BCM
1517
Brasada Capital Management
Texas
$513K +$513K +3,661 New
State Farm Mutual Automobile Insurance
1518
State Farm Mutual Automobile Insurance
Illinois
$513K +$513K +3,661 New
TC
1519
TAP Consulting
Missouri
$512K -$60.9K -435 -11%
EARNEST Partners
1520
EARNEST Partners
Georgia
$510K -$8.13K -58 -2%
DWM
1521
Destination Wealth Management
California
$509K -$105K -749 -17%
ODCM
1522
Old Dominion Capital Management
Virginia
$509K – – –
GM
1523
GeoWealth Management
Illinois
$508K +$71.6K +511 +16%
TGAM
1524
TBH Global Asset Management
Tennessee
$505K +$3.08K +22 +0.6%
PAS
1525
Professional Advisory Services
Florida
$505K +$63.7K +455 +14%
59 60
61
62 63