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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 %
PP
1626
PDS Planning
Ohio
$306K +$20.5K +177 +7%
HI
1627
Hoey Investments
Pennsylvania
$305K -$25.7K -222 -8%
VCM
1628
Vivaldi Capital Management
Illinois
$304K -$102K -844 -25%
FA
1629
Faithward Advisors
Pennsylvania
$304K +$48.4K +419 +19%
SBA
1630
Secrest Blakey & Associates
North Carolina
$303K +$1.15K +10 +0.4%
CL
1631
CPWM LLC
Washington
$303K +$4.62K +40 +2%
SP
1632
Symmetry Partners
Connecticut
$303K +$46.1K +400 +18%
TYCC
1633
Texas Yale Capital Corp
Florida
$302K -$18.3K -159 -6%
COF
1634
Capital One Financial
Virginia
$301K -$43K -373 -13%
HA
1635
Hamel Associates
New Jersey
$301K +$16.1K +139 +6%
TAM
1636
Trust Asset Management
Texas
$301K +$301K +2,605 New
AIM
1637
Acropolis Investment Management
Missouri
$300K -$77K -667 -20%
CAM
1638
Cozad Asset Management
Illinois
$300K – – –
CTB
1639
Country Trust Bank
Illinois
$300K – – –
GIA
1640
Gladstone Institutional Advisory
Florida
$298K -$203K -1,756 -40%
BCB
1641
Brian C. Broderick
$298K -$32.4K -282 -10%
MF
1642
Manchester Financial
California
$298K +$20.2K +175 +7%
CHAM
1643
Clear Harbor Asset Management
Connecticut
$297K +$3.58K +31 +1%
SC
1644
Steph & Co
Wisconsin
$297K +$10.6K +92 +4%
AC
1645
Apella Capital
Connecticut
$296K – – –
IA
1646
Independence Advisors
Pennsylvania
$296K +$31.2K +271 +12%
PGAM
1647
Princeton Global Asset Management
New Jersey
$296K +$193K +1,674 +187%
RPWA
1648
Regent Peak Wealth Advisors
Georgia
$294K -$13.5K -117 -4%
EDRIA
1649
Edmonds Duncan Registered Investment Advisors
Kansas
$293K +$1.27K +11 +0.4%
NG
1650
Northstar Group
New York
$292K -$108K -934 -27%
64 65
66
67 68