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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 %
IIC
1576
Integrated Investment Consultants
Michigan
$395K – – –
PIA
1577
Perennial Investment Advisors
California
$394K +$7.7K +64 +2%
FMB
1578
Field & Main Bank
Kentucky
$393K -$104K -862 -21%
IC
1579
Inverness Counsel
New York
$390K -$143K -1,184 -27%
FPFS
1580
First Personal Financial Services
North Carolina
$390K -$17.8K -148 -4%
CS
1581
Cannell & Spears
New York
$388K -$173K -1,442 -31%
BDF
1582
Balasa Dinverno & Foltz
$388K +$56K +465 +17%
CG
1583
Corundum Group
Colorado
$388K +$73.8K +613 +23%
APG
1584
Abacus Planning Group
South Carolina
$387K -$12.5K -104 -3%
RC
1585
Reik & Co
New York
$387K – – –
BA
1586
Ballast Advisors
Minnesota
$387K – – –
BA
1587
Birinyi Associates
Connecticut
$384K +$101K +836 +36%
PFBT
1588
Parkside Financial Bank & Trust
Missouri
$382K -$29K -241 -7%
FFWM
1589
Future Financial Wealth Management
Ohio
$382K +$382K +3,170 New
CIA
1590
Cohen Investment Advisors
New Hampshire
$382K +$382K +3,177 New
VAS
1591
Vestmark Advisory Solutions
Massachusetts
$381K -$10.5K -87 -3%
PA
1592
Planning Alternatives
Michigan
$380K – – –
DSN
1593
D. Scott Neal
Kentucky
$380K +$118K +982 +45%
VAG
1594
VisionPoint Advisory Group
Texas
$379K -$304K -2,531 -45%
PAS
1595
Professional Advisory Services
Florida
$379K – – –
BFA
1596
Brendel Financial Advisors
New Hampshire
$379K – – –
XF
1597
XML Financial
Maryland
$379K +$67.7K +563 +22%
SRSA
1598
S.R. Schill & Associates
Washington
$378K – – –
WHG
1599
Westwood Holdings Group
Texas
$378K – – –
BPCE
1600
Bank Pictet & Cie (Europe)
Germany
$378K +$378K +3,138 New
62 63
64
65 66