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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 %
CM
1601
Cornerstone Management
Georgia
$286K -$22.2K -209 -7%
SFM
1602
Signet Financial Management
New Jersey
$284K -$36.8K -321 -11%
Fiera Capital (Canada)
1603
Fiera Capital (Canada)
Quebec, Canada
$284K +$14.4K +136 +5%
TCOO
1604
Trust Company of Oklahoma
Oklahoma
$283K – – –
RPWA
1605
Regent Peak Wealth Advisors
Georgia
$282K -$60.4K -570 -18%
CG
1606
Corundum Group
Colorado
$282K -$15.5K -146 -5%
HFA
1607
Hoover Financial Advisors
Pennsylvania
$282K +$19.7K +186 +8%
TFF
1608
The Family Firm
Maryland
$281K +$212 +2 +0.1%
W
1609
WealthOne
New York
$281K +$15.9K +150 +6%
WC
1610
Waterloo Capital
Texas
$281K +$281K +2,654 New
ZIG
1611
Zuckerman Investment Group
Illinois
$280K +$280K +2,636 New
KIC
1612
Keating Investment Counselors
Florida
$279K – – –
SBA
1613
Secrest Blakey & Associates
North Carolina
$277K – – –
RCM
1614
RB Capital Management
Nevada
$276K -$3.46K -33 -1%
FUBT
1615
First United Bank & Trust
Maryland
$276K – – –
CAM
1616
Cozad Asset Management
Illinois
$276K +$88.7K +836 +47%
SRIM
1617
Saratoga Research & Investment Management
California
$275K -$51.6M -486,422 -99%
GBBWRPM
1618
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$275K -$1.59K -15 -0.6%
CTB
1619
Country Trust Bank
Illinois
$275K +$15.5K +146 +6%
TCA
1620
Transcend Capital Advisors
New Jersey
$275K +$96.2K +908 +54%
GCA
1621
Greenwood Capital Associates
South Carolina
$274K -$4.21M -39,572 -94%
CL
1622
CPWM LLC
Washington
$274K -$36.2K -341 -12%
MPWT
1623
MassMutual Private Wealth & Trust
Connecticut
$273K -$24K -226 -8%
MOS
1624
MGO One Seven
Ohio
$273K -$21.3K -201 -7%
1IA
1625
1834 Investment Advisors
Wisconsin
$273K +$59.2K +558 +28%
63 64
65
66 67