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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 %
AIC
1526
Ameritas Investment Company
Nebraska
$425K -$39.8K -331 -9%
OQS
1527
Occudo Quantitative Strategies
Florida
$425K +$425K +3,528 New
AWP
1528
Abacus Wealth Partners
California
$424K +$424K +3,526 New
CF
1529
Copperwynd Financial
Arizona
$424K -$96K -798 -18%
ZF
1530
Zhang Financial
Michigan
$424K +$71.3K +593 +20%
CC
1531
Capital Counsel
New York
$422K -$6.37K -53 -1%
QAM
1532
QCI Asset Management
New York
$420K -$37.5K -312 -8%
T
1533
TRUADVICE
Florida
$420K +$16.1K +138 +4%
TCMP
1534
Thrive Capital Management (Pennsylvania)
Pennsylvania
$420K +$420K +3,492 New
CFN
1535
Cordasco Financial Network
Florida
$418K -$51.6K -429 -11%
VNA
1536
Valley National Advisers
Pennsylvania
$418K +$963 +8 +0.2%
CFS
1537
CRA Financial Services
New Jersey
$417K -$28.7K -238 -6%
AIA
1538
Arbor Investment Advisors
North Carolina
$417K – – –
BCM
1539
Buckhead Capital Management
Georgia
$417K +$50.1K +416 +14%
PWM
1540
Provident Wealth Management
Tennessee
$416K – – –
DAM
1541
Doheny Asset Management
California
$416K – – –
ML
1542
McAdam LLC
Pennsylvania
$416K +$65.4K +532 +19%
ZAM
1543
Zevin Asset Management
Massachusetts
$415K – – –
FFG
1544
Fortem Financial Group
California
$414K -$57.9K -481 -12%
CHA
1545
Carmichael Hill & Associates
Maryland
$414K +$241 +2 +0.1%
PA
1546
PFG Advisors
Arizona
$414K +$29.5K +245 +8%
HIM
1547
Hotaling Investment Management
Pennsylvania
$413K -$11.4K -95 -3%
TIA
1548
Traphagen Investment Advisors
New Jersey
$411K -$15.3K -127 -4%
SEIA
1549
Signature Estate & Investment Advisors
California
$410K +$29K +241 +8%
CCMG
1550
Clark Capital Management Group
Pennsylvania
$409K -$12.5K -104 -3%
60 61
62
63 64