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
Name Holding Trade Value Shares
Change
Shares
Change %
BA
1526
Ballast Advisors
Minnesota
$374K -$29K -250 -7%
RC
1527
Reik & Co
New York
$374K
PWM
1528
Perigon Wealth Management
California
$373K -$133K -1,143 -26%
PIA
1529
Perennial Investment Advisors
California
$373K +$7.79K +67 +2%
SB
1530
Strategic Blueprint
Georgia
$372K +$372K +3,201 New
CB
1531
CNB Bank
Pennsylvania
$370K -$77.7K -669 -17%
HPWM
1532
Highland Private Wealth Management
Washington
$370K +$2.21K +19 +0.6%
SEIA
1533
Signature Estate & Investment Advisors
California
$368K +$148K +1,275 +67%
BFA
1534
Brendel Financial Advisors
New Hampshire
$367K -$7.22K -62 -2%
PAS
1535
Professional Advisory Services
Florida
$367K
PA
1536
Planning Alternatives
Michigan
$367K
WHG
1537
Westwood Holdings Group
Texas
$365K -$12.2K -105 -3%
MTIM
1538
Marathon Trading Investment Management
Pennsylvania
$365K +$365K +3,138 New
SRSA
1539
S.R. Schill & Associates
Washington
$365K +$365K +3,138 New
WWM
1540
Western Wealth Management
Colorado
$364K -$1.52K -13 -0.4%
VWM
1541
Venturi Wealth Management
Texas
$362K -$466K -4,005 -56%
SCA
1542
SMH Capital Advisors
Texas
$362K -$232K -2,000 -39%
CCG
1543
Chatham Capital Group
Georgia
$361K -$5.94K -51 -2%
CFFP
1544
Center for Financial Planning
Michigan
$361K +$6.63K +57 +2%
I
1545
INVST
Indiana
$359K +$19.9K +172 +6%
CHAM
1546
Clear Harbor Asset Management
Connecticut
$359K +$59.5K +512 +20%
IAN
1547
Integrated Advisors Network
Texas
$358K -$2.67K -23 -0.7%
WA
1548
Wambolt & Associates
Colorado
$357K -$56.8K -488 -14%
MW
1549
Marcum Wealth
Ohio
$357K -$55.4K -476 -13%
LCP
1550
Legacy Capital Partners
Wisconsin
$357K