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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 %
PWM
1551
Perigon Wealth Management
California
$408K +$22K +183 +6%
AIM
1552
Avity Investment Management
Connecticut
$408K +$45.5K +378 +13%
AWA
1553
Arkadios Wealth Advisors
Georgia
$408K +$116K +968 +40%
CFMC
1554
Curbstone Financial Management Corp
New Hampshire
$408K +$408K +3,393 New
DAM
1555
Diamant Asset Management
Connecticut
$407K – – –
FDCC
1556
Foster Dykema Cabot & Co
Massachusetts
$406K -$605K -5,022 -60%
TWM
1557
TriaGen Wealth Management
California
$406K +$406K +3,372 New
APW
1558
Aurora Private Wealth
New Jersey
$405K +$48.6K +404 +14%
MF
1559
Manchester Financial
California
$404K +$66.8K +555 +20%
PJSIMP
1560
P.J. Schmidt Investment Management (PJS)
Wisconsin
$404K +$404K +3,546 New
AWCI
1561
Alpine Woods Capital Investors
New York
$403K – – –
DAS
1562
Dynamic Advisor Solutions
Arizona
$403K +$2.05K +17 +0.5%
PCM
1563
Pinz Capital Management
New York
$403K +$403K +3,347 New
SIG
1564
Sky Investment Group
Connecticut
$401K -$15.1K -126 -4%
YIH
1565
Y-Intercept (HK)
Hong Kong
$401K +$401K +3,375 New
TSW
1566
Thompson Siegel & Walmsley
Virginia
$399K -$13.6K -113 -3%
GPA
1567
Garrison Point Advisors
California
$399K – – –
CCFM
1568
Clear Creek Financial Management
Washington
$399K +$399K +3,319 New
BOS
1569
Bingham Osborn & Scarborough
California
$398K -$265K -2,206 -40%
MTC
1570
McDaniel Terry & Co
Texas
$398K -$73.1K -608 -16%
FMT
1571
First Mercantile Trust
Tennessee
$397K +$11.1K +92 +3%
CF
1572
Centaurus Financial
California
$397K +$76K +632 +24%
GG
1573
Greenwood Gearhart
Arkansas
$396K -$79.6K -661 -17%
HPWM
1574
Highland Private Wealth Management
Washington
$396K +$13K +108 +3%
MA
1575
MJP Associates
Connecticut
$396K +$396K +3,291 New
61 62
63
64 65