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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 %
PIN
1551
Prudent Investors Network
California
$312K +$312K +2,948 New
CSS
1552
Cubist Systematic Strategies
Connecticut
$310K -$10.7M -101,142 -97%
NA
1553
Nottingham Advisors
New York
$310K -$318 -3 -0.1%
KA
1554
Kovack Advisors
Florida
$309K -$123K -1,158 -28%
VPIM
1555
Vanguard Personalized Indexing Management
California
$309K +$309K +2,915 New
SMFS
1556
Squar Milner Financial Services
California
$308K -$212K -2,001 -41%
CGA
1557
Crescent Grove Advisors
Illinois
$307K -$25.5K -240 -8%
PWM
1558
Paulson Wealth Management
Illinois
$307K -$7.94K -70 -3%
VFM
1559
Vivid Financial Management
California
$306K +$47.6K +449 +18%
TSS
1560
Thomas Story & Son
Indiana
$306K +$66.6K +628 +28%
BFA
1561
Beacon Financial Advisory
Ohio
$306K +$306K +2,892 New
AIP
1562
Almanack Investment Partners
Pennsylvania
$305K -$82.1K -773 -21%
BCB
1563
Brian C. Broderick
$305K -$2.87K -27 -0.9%
SLA
1564
Silver Lake Advisory
Utah
$305K – – –
HIC
1565
Hartline Investment Corp
Illinois
$304K -$10.4K -98 -3%
FMT
1566
First Mercantile Trust
Tennessee
$304K +$31.9K +301 +12%
FNBSF
1567
First National Bank Sioux Falls
South Dakota
$304K +$96.9K +915 +47%
HI
1568
Hoey Investments
Pennsylvania
$303K -$1.6M -15,080 -84%
CFG
1569
CMC Financial Group
Georgia
$303K +$3.39K +32 +1%
HA
1570
HC Advisors
Georgia
$303K +$303K +2,859 New
SWA
1571
SFMG Wealth Advisors
Texas
$302K -$18.2K -172 -6%
IAS
1572
IMA Advisory Services
Colorado
$302K – – –
PSC
1573
Prentiss Smith & Co
Vermont
$302K +$22.2K +209 +8%
CHP
1574
Cable Hill Partners
Oregon
$301K +$27K +255 +10%
Eagle Capital Management (New York)
1575
Eagle Capital Management (New York)
New York
$300K – – –
61 62
63
64 65