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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 %
ML
1601
McAdam LLC
Pennsylvania
$325K +$1.5K +13 +0.5%
MSS
1602
Mitchell Sinkler & Starr
Pennsylvania
$324K – – –
BFA
1603
Beacon Financial Advisory
Ohio
$322K -$11.5K -100 -3%
DWA
1604
Divergent Wealth Advisors
Utah
$322K – – –
HFAS
1605
Hummer Financial Advisory Services
Illinois
$322K – – –
CAW
1606
Cornerstone Advisors (Washington)
Washington
$322K +$50.3K +435 +19%
KFGK
1607
Keystone Financial Group (Kentucky)
Kentucky
$321K -$3.46K -30 -1%
IDA
1608
Intelligence Driven Advisers
California
$318K -$6.93K -60 -2%
CWM
1609
Campbell Wealth Management
Virginia
$318K – – –
RCM
1610
RNC Capital Management
California
$318K +$231 +2 +0.1%
RG
1611
Retirement Group
California
$318K +$318K +2,757 New
XF
1612
XML Financial
Maryland
$317K +$2.31K +20 +0.7%
TF
1613
TimeScale Financial
Massachusetts
$316K +$4K +35 +1%
SFM
1614
Signet Financial Management
New Jersey
$316K +$15.2K +125 +5%
SWA
1615
SFMG Wealth Advisors
Texas
$315K -$14.1K -122 -4%
TSWM
1616
Triangle Securities Wealth Management
North Carolina
$314K -$104K -897 -25%
BCM
1617
Buckhead Capital Management
Georgia
$313K +$313K +2,713 New
SFG
1618
StrategIQ Financial Group
Indiana
$312K -$220K -1,906 -41%
CM
1619
Cornerstone Management
Georgia
$311K – – –
FFA
1620
Fragasso Financial Advisors
Pennsylvania
$310K -$2.84M -23,720 -90%
VFM
1621
Vivid Financial Management
California
$309K -$24.4K -211 -7%
W
1622
WealthOne
New York
$308K +$2.19K +19 +0.7%
HFA
1623
Hoover Financial Advisors
Pennsylvania
$307K – – –
CF
1624
Centaurus Financial
California
$307K +$22.6K +196 +8%
FEM
1625
Fulcrum Equity Management
Texas
$307K +$57.7K +500 +23%
63 64
65
66 67