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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 %
SWA
1576
Sutton Wealth Advisors
Florida
$339K -$2.31K -20 -0.7%
B
1577
Bridgeworth
Alabama
$338K -$24.4K -211 -7%
PIN
1578
Prudent Investors Network
California
$338K -$2.08K -18 -0.6%
S
1579
SimplyRich
California
$334K – – –
TSS
1580
Thomas Story & Son
Indiana
$333K – – –
CFG
1581
CMC Financial Group
Georgia
$333K +$3.34K +29 +1%
PWM
1582
Paulson Wealth Management
Illinois
$333K +$20.4K +177 +7%
GA
1583
Geller Advisors
New York
$333K +$333K +2,887 New
FNBSF
1584
First National Bank Sioux Falls
South Dakota
$332K – – –
SLA
1585
Silver Lake Advisory
Utah
$332K – – –
1IA
1586
1834 Investment Advisors
Wisconsin
$332K +$34.6K +299 +12%
I
1587
INVST
Indiana
$332K +$74.8K +660 +29%
BWP
1588
Bernardo Wealth Planning
Pennsylvania
$330K -$20.6K -179 -6%
FC
1589
Ferris Capital
Massachusetts
$330K +$6.93K +60 +2%
WCM
1590
Windsor Capital Management
Arizona
$330K +$8.08K +70 +3%
SAM
1591
Strategy Asset Managers
California
$330K +$109K +946 +50%
LCM
1592
Liberty Capital Management
Michigan
$329K -$12.1K -105 -4%
IAS
1593
IMA Advisory Services
Colorado
$329K – – –
FRM
1594
Fox Run Management
Connecticut
$329K +$329K +2,850 New
H
1595
HoyleCohen
California
$328K -$129K -1,119 -28%
TFF
1596
The Family Firm
Maryland
$328K +$22.2K +192 +7%
CWG
1597
Cornerstone Wealth Group
North Carolina
$327K -$261K -2,261 -44%
OCM
1598
One Capital Management
California
$327K -$26.7K -231 -8%
CHP
1599
Cable Hill Partners
Oregon
$327K -$808 -7 -0.2%
Eagle Capital Management (New York)
1600
Eagle Capital Management (New York)
New York
$326K – – –
62 63
64
65 66