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 %
BWP
1551
Bernardo Wealth Planning
Pennsylvania
$357K +$24.2K +208 +7%
AIM
1552
Acropolis Investment Management
Missouri
$357K +$54.7K +470 +18%
P
1553
Pitcairn
Pennsylvania
$355K -$177K -1,519 -33%
AWM
1554
Aberdeen Wealth Management
Illinois
$355K -$63.1K -543 -15%
CA
1555
Cortland Associates
Missouri
$355K -$62.9K -541 -15%
FMT
1556
First Mercantile Trust
Tennessee
$355K -$42.9K -388 -11%
BCM
1557
Buckhead Capital Management
Georgia
$355K +$39K +335 +12%
MOS
1558
MGO One Seven
Ohio
$354K -$22K -189 -6%
WCM
1559
Whitener Capital Management
North Carolina
$351K
AIM
1560
Avity Investment Management
Connecticut
$351K
MIA
1561
MainStreet Investment Advisors
Illinois
$350K -$2.86M -24,591 -89%
SOAMC
1562
Spirit of America Management Corp
New York
$349K -$60.8K -523 -15%
BOS
1563
Bank of Stockton
California
$346K -$12.5K -108 -3%
SIC
1564
SFE Investment Counsel
California
$345K +$345K +2,962 New
JWBC
1565
John W. Bristol & Co
New York
$344K -$195K -1,674 -36%
APW
1566
Aurora Private Wealth
New Jersey
$344K -$30.2K -260 -8%
KS
1567
Karpas Strategies
Connecticut
$343K
SWA
1568
Sutton Wealth Advisors
Florida
$342K +$582 +5 +0.2%
SAM
1569
Seelaus Asset Management
New Jersey
$342K -$8.5K -73 -2%
BCM
1570
Boltwood Capital Management
California
$342K -$3.03K -26 -0.9%
CHA
1571
Cooper/Haims Advisors
New York
$342K -$697 -6 -0.2%
ZF
1572
Zhang Financial
Michigan
$341K +$341K +2,934 New
PPP
1573
Private Portfolio Partners
New Jersey
$340K +$94.3K +811 +38%
S
1574
SimplyRich
California
$340K
PIN
1575
Prudent Investors Network
California
$340K