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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 %
DW
1526
Domani Wealth
Pennsylvania
$326K +$107K +1,012 +49%
HIM
1527
Hotaling Investment Management
Pennsylvania
$325K -$22.1K -209 -6%
OCM
1528
One Capital Management
California
$325K +$48.9K +461 +18%
AWM
1529
Aberdeen Wealth Management
Illinois
$324K -$2.87K -27 -0.9%
CCA
1530
Column Capital Advisors
Indiana
$323K +$212 +2 +0.1%
CAL
1531
Capital Analysts LLC
Pennsylvania
$323K +$200K +1,887 +163%
SHGA
1532
Sand Hill Global Advisors
California
$322K -$95.3K -900 -23%
BWP
1533
Bernardo Wealth Planning
Pennsylvania
$322K -$47.3K -447 -13%
BFG
1534
Beacon Financial Group
Texas
$321K -$159K -1,473 -33%
AIM
1535
Avity Investment Management
Connecticut
$320K – – –
WCM
1536
Whitener Capital Management
North Carolina
$320K +$41K +387 +15%
FHC
1537
First Heartland Consultants
Missouri
$319K -$1.27K -12 -0.4%
WWM
1538
Western Wealth Management
Colorado
$319K +$15.8K +149 +5%
MPIA
1539
Mountain Pacific Investment Advisers
Idaho
$319K +$55.5K +523 +21%
COF
1540
Capital One Financial
Virginia
$316K +$316K +2,983 New
S
1541
SimplyRich
California
$315K – – –
CHA
1542
Cooper/Haims Advisors
New York
$314K -$12.9K -122 -4%
TSS
1543
Two Sigma Securities
New York
$314K +$314K +2,961 New
SWA
1544
Sutton Wealth Advisors
Florida
$314K +$3.18K +30 +1%
SA
1545
Strategic Advisors
New York
$313K -$10.4K -91 -3%
LCM
1546
Liberty Capital Management
Michigan
$313K – – –
OMC
1547
Old Mission Capital
Illinois
$313K +$313K +2,950 New
VA
1548
Valmark Advisers
Ohio
$312K -$742 -7 -0.2%
KS
1549
Karpas Strategies
Connecticut
$312K – – –
SFSIG
1550
San Francisco Sentry Investment Group
California
$312K +$5.52K +52 +2%
60 61
62
63 64