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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 %
LSAG
1526
Lake Street Advisors Group
New Hampshire
$378K +$15.5K +134 +4%
VHAM
1527
Van Hulzen Asset Management
California
$376K -$8.62M -74,675 -96%
CCA
1528
Column Capital Advisors
Indiana
$376K +$24.5K +212 +7%
WHG
1529
Westwood Holdings Group
Texas
$374K -$10.3K -89 -3%
MOS
1530
MGO One Seven
Ohio
$374K +$76K +657 +25%
APW
1531
Aurora Private Wealth
New Jersey
$372K -$257K -2,228 -41%
RC
1532
Reik & Co
New York
$371K – – –
BFA
1533
Brendel Financial Advisors
New Hampshire
$371K – – –
APG
1534
Abacus Planning Group
South Carolina
$368K -$37.5K -325 -9%
GM
1535
GeoWealth Management
Illinois
$367K +$367K +3,183 New
RFA
1536
Reilly Financial Advisors
California
$366K -$23.6K -204 -6%
HPWM
1537
Highland Private Wealth Management
Washington
$365K +$72.4K +628 +25%
VAS
1538
Vestmark Advisory Solutions
Massachusetts
$365K +$96.4K +835 +36%
PA
1539
Planning Alternatives
Michigan
$364K -$24.1K -209 -6%
PAS
1540
Professional Advisory Services
Florida
$364K – – –
CCG
1541
Chatham Capital Group
Georgia
$364K – – –
MWA
1542
Meridian Wealth Advisors
Texas
$364K +$808 +7 +0.2%
AWM
1543
Argent Wealth Management
Massachusetts
$363K -$3.22K -27 -0.9%
AWM
1544
Altavista Wealth Management
North Carolina
$363K – – –
PIA
1545
Perennial Investment Advisors
California
$363K +$1.96K +17 +0.5%
WWM
1546
Western Wealth Management
Colorado
$363K +$15.6K +135 +4%
SB
1547
Sunflower Bank
Texas
$363K +$363K +3,144 New
SSWM
1548
Smith Salley Wealth Management
North Carolina
$363K +$363K +3,145 New
UFG
1549
United Fire Group
Iowa
$362K – – –
LCM
1550
Leisure Capital Management
California
$362K +$90.6K +784 +33%
60 61
62
63 64