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 %
CFG
1576
CMC Financial Group
Georgia
$340K +$3.73K +32 +1%
MPWT
1577
MassMutual Private Wealth & Trust
Connecticut
$340K +$49.5K +426 +17%
CCM
1578
CWH Capital Management
Washington
$340K +$103K +884 +43%
RIM
1579
Rampart Investment Management
Connecticut
$339K -$1.02M -8,798 -75%
LFA
1580
Legacy Financial Advisors
Kentucky
$338K +$338K +2,906 New
NA
1581
Nottingham Advisors
New York
$337K -$3.14K -27 -0.9%
GBBWRPM
1582
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$337K +$59.7K +513 +22%
LIM
1583
Loudon Investment Management
New Hampshire
$336K -$48.7K -418 -13%
TSS
1584
Thomas Story & Son
Indiana
$336K
PWM
1585
Paulson Wealth Management
Illinois
$335K -$815 -7 -0.2%
GSWM
1586
Golden State Wealth Management
California
$334K -$27.2K -234 -8%
GAG
1587
GM Advisory Group
New York
$332K -$65.1K -560 -16%
ML
1588
McAdam LLC
Pennsylvania
$332K +$3.96K +34 +1%
DWA
1589
Divergent Wealth Advisors
Utah
$332K +$6.87K +59 +2%
LSAG
1590
Lake Street Advisors Group
New Hampshire
$331K -$49.4K -425 -13%
SSWM
1591
Smith Salley Wealth Management
North Carolina
$331K -$34.6K -298 -9%
IAS
1592
IMA Advisory Services
Colorado
$331K
FA
1593
FMA Advisory
Pennsylvania
$331K +$331K +2,849 New
FNBSF
1594
First National Bank Sioux Falls
South Dakota
$329K -$4.18K -36 -1%
Eagle Capital Management (New York)
1595
Eagle Capital Management (New York)
New York
$329K
AFAS
1596
Acorn Financial Advisory Services
Virginia
$329K +$45.3K +388 +16%
TNB
1597
Thomasville National Bank
Georgia
$328K -$17.9K -154 -5%
CAI
1598
Capital Advisors Inc
Oklahoma
$327K +$80.4K +692 +33%
MF
1599
Manchester Financial
California
$326K +$25.5K +219 +8%
SHGA
1600
Sand Hill Global Advisors
California
$325K -$26.4K -227 -8%