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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 %
BCM
1551
Brooktree Capital Management
Michigan
$361K -$58.4K -507 -14%
IAN
1552
Integrated Advisors Network
Texas
$358K -$51.9K -450 -13%
GSWM
1553
Golden State Wealth Management
California
$358K +$114K +991 +47%
BOS
1554
Bank of Stockton
California
$356K -$12.1K -105 -3%
LCP
1555
Legacy Capital Partners
Wisconsin
$354K -$68.4K -593 -16%
VWA
1556
V Wealth Advisors
Kansas
$353K -$96.6K -836 -21%
CFFP
1557
Center for Financial Planning
Michigan
$352K -$8.44K -73 -2%
DW
1558
Domani Wealth
Pennsylvania
$352K -$3K -26 -0.8%
CAL
1559
Capital Analysts LLC
Pennsylvania
$352K +$462 +4 +0.1%
FIB
1560
First Interstate Bank
Montana
$350K +$79.6K +690 +29%
HCM
1561
Highlander Capital Management
New Jersey
$350K +$157K +1,359 +81%
CCFM
1562
Clear Creek Financial Management
Washington
$350K +$350K +3,040 New
SHGA
1563
Sand Hill Global Advisors
California
$349K -$2.43K -21 -0.7%
WCM
1564
Whitener Capital Management
North Carolina
$348K – – –
AIM
1565
Avity Investment Management
Connecticut
$348K – – –
SAM
1566
Seelaus Asset Management
New Jersey
$348K +$30.3K +262 +10%
AHC
1567
Adell Harriman & Carpenter
Texas
$346K +$346K +3,001 New
TNB
1568
Thomasville National Bank
Georgia
$343K -$67.5K -585 -16%
PA
1569
PFG Advisors
Arizona
$343K +$84.7K +749 +33%
MHIC
1570
Marble Harbor Investment Counsel
Massachusetts
$342K -$42.3K -367 -11%
BCM
1571
Boltwood Capital Management
California
$342K -$12.1K -105 -3%
BIM
1572
Baldwin Investment Management
Pennsylvania
$342K +$342K +2,959 New
IWS
1573
Insight Wealth Strategies
California
$342K +$342K +2,962 New
CHA
1574
Cooper/Haims Advisors
New York
$340K -$1.96K -17 -0.6%
KS
1575
Karpas Strategies
Connecticut
$340K – – –
61 62
63
64 65