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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 %
WA
1576
Wealth Alliance
New York
$300K +$300K +2,827 New
MSS
1577
Mitchell Sinkler & Starr
Pennsylvania
$298K -$7.22K -68 -2%
IDA
1578
Intelligence Driven Advisers
California
$298K +$4.13K +39 +1%
KFGK
1579
Keystone Financial Group (Kentucky)
Kentucky
$298K +$47.5K +449 +19%
ML
1580
McAdam LLC
Pennsylvania
$298K +$298K +2,805 New
HFA
1581
High Falls Advisors
New York
$297K -$88.8K -837 -23%
FC
1582
Ferris Capital
Massachusetts
$297K -$3.19K -30 -1%
NGA
1583
Naples Global Advisors
Florida
$297K +$7.32K +69 +3%
DWA
1584
Divergent Wealth Advisors
Utah
$296K -$15.1K -142 -5%
HFAS
1585
Hummer Financial Advisory Services
Illinois
$296K – – –
CYG
1586
Clean Yield Group
Vermont
$295K -$481K -4,530 -62%
CCB
1587
Cutter & Co Brokerage
Missouri
$295K -$60.1K -566 -17%
TYCC
1588
Texas Yale Capital Corp
Florida
$295K -$55.5K -523 -16%
C
1589
Certuity
Florida
$295K -$10.6K -99 -3%
WCM
1590
Windsor Capital Management
Arizona
$295K -$8.99K -85 -3%
22CM
1591
20/20 Capital Management
California
$294K -$12.2K -105 -4%
OFG
1592
Oxford Financial Group
Indiana
$294K +$294K +2,776 New
RCM
1593
RNC Capital Management
California
$292K -$14.1K -133 -5%
SAM
1594
Seelaus Asset Management
New Jersey
$292K +$77.8K +732 +36%
CWM
1595
Campbell Wealth Management
Virginia
$292K +$79.7K +752 +38%
BG
1596
Berry Group
Massachusetts
$290K -$330K -3,117 -53%
TF
1597
TimeScale Financial
Massachusetts
$289K +$106 +1 +0%
XF
1598
XML Financial
Maryland
$289K +$24.2K +228 +9%
CH
1599
Canton Hathaway
Rhode Island
$288K +$33.2K +314 +13%
AA
1600
Apriem Advisors
California
$287K -$1.49K -14 -0.5%
62 63
64
65 66