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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 %
SCA
1601
SMH Capital Advisors
Texas
$377K +$2.29K +19 +0.6%
CCG
1602
Chatham Capital Group
Georgia
$373K – – –
OCM
1603
One Capital Management
California
$371K +$82.8K +689 +29%
PWM
1604
Paulson Wealth Management
Illinois
$370K +$23.7K +197 +7%
LCP
1605
Legacy Capital Partners
Wisconsin
$369K – – –
VF
1606
Virtu Financial
New York
$369K +$369K +3,069 New
EARNEST Partners
1607
EARNEST Partners
Georgia
$367K -$3.03M -25,122 -89%
WCAMG
1608
Woodard & Company Asset Management Group
North Carolina
$367K -$25.2K -209 -6%
WCM
1609
Whitener Capital Management
North Carolina
$367K +$4.09K +34 +1%
GM
1610
GeoWealth Management
Illinois
$367K +$65.4K +536 +22%
HI
1611
Hoey Investments
Pennsylvania
$365K -$30.7K -255 -8%
CB
1612
CNB Bank
Pennsylvania
$365K -$18.4K -153 -5%
ICM
1613
IMS Capital Management
Oregon
$364K -$438K -3,640 -55%
PP
1614
Professional Planning
California
$364K +$364K +3,025 New
IAN
1615
Integrated Advisors Network
Texas
$363K -$7.7K -64 -2%
BMM
1616
Buffington Mohr McNeal
Idaho
$362K -$252K -2,092 -41%
SFG
1617
StrategIQ Financial Group
Indiana
$362K +$37.1K +308 +11%
AWM
1618
Aberdeen Wealth Management
Illinois
$361K -$6.26K -52 -2%
SOAMC
1619
Spirit of America Management Corp
New York
$361K – – –
FFA
1620
Fragasso Financial Advisors
Pennsylvania
$361K +$47.6K +396 +15%
IWS
1621
Insight Wealth Strategies
California
$359K -$40.5K -336 -10%
MHIC
1622
Marble Harbor Investment Counsel
Massachusetts
$359K +$25.2K +209 +8%
PPP
1623
Private Portfolio Partners
New Jersey
$359K +$6.74K +56 +2%
BOS
1624
Bank of Stockton
California
$358K – – –
JWBC
1625
John W. Bristol & Co
New York
$356K – – –
63 64
65
66 67