IBM icon

IBM
IBM

Overview Fund Activity

1,984 hedge funds and large institutions have $61.7B invested in IBM in 2020 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 791 increasing their positions, 818 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,984
Holders Change
-3
Holders Change %
-0.15%
% of All Funds
40.14%
Holding in Top 10
39
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.36%
% of All Funds
0.79%
New
118
Increased
791
Reduced
818
Closed
103
Calls
$1.46B
Puts
$1.76B
Net Calls
-$302M
Net Calls Change
-$73.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$238M
2
Franklin Resources
Franklin Resources
California
+$180M
3
Morgan Stanley
Morgan Stanley
New York
+$80.1M
4
N
Natixis
France
+$75.1M
5
IFP
Independent Franchise Partners
United Kingdom
+$75M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$545M
2
Ameriprise
Ameriprise
Minnesota
-$171M
3
KCM
Kensico Capital Management
Connecticut
-$138M
4
State Street
State Street
Massachusetts
-$113M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWBC
1626
J.W. Burns & Co
New York
$310K +$66.9K +575 +28%
HFA
1627
Hoover Financial Advisors
Pennsylvania
$308K -$1.63K -14 -0.5%
CAW
1628
Cornerstone Advisors (Washington)
Washington
$307K -$16.9K -145 -5%
B
1629
Bridgeworth
Alabama
$305K -$35.5K -305 -10%
TYCC
1630
Texas Yale Capital Corp
Florida
$305K – – –
SBA
1631
Secrest Blakey & Associates
North Carolina
$305K – – –
GWSG
1632
GPS Wealth Strategies Group
Colorado
$305K +$305K +2,619 New
CG
1633
Corundum Group
Colorado
$304K +$41.1K +353 +16%
HA
1634
Hamel Associates
New Jersey
$303K – – –
FFA
1635
Fragasso Financial Advisors
Pennsylvania
$303K +$1.74K +15 +0.6%
AC
1636
Allstate Corporation
Illinois
$302K -$2.56M -21,938 -89%
XF
1637
XML Financial
Maryland
$301K -$18.2K -156 -6%
NG
1638
Northstar Group
New York
$301K +$7.09K +61 +2%
EA
1639
Emerald Advisors
Washington
$300K +$300K +2,582 New
PGAM
1640
Princeton Global Asset Management
New Jersey
$299K – – –
SDAM
1641
Shulman DeMeo Asset Management
New York
$299K +$61.9K +532 +26%
AC
1642
Apella Capital
Connecticut
$298K +$116 +1 +0%
CNB
1643
Camden National Bank
Maine
$298K +$88.9K +765 +43%
EDRIA
1644
Edmonds Duncan Registered Investment Advisors
Kansas
$296K – – –
SS
1645
Sunbelt Securities
Texas
$296K +$49.1K +422 +20%
FIA
1646
Foundations Investment Advisors
Arizona
$294K +$294K +2,553 New
EWP
1647
Engrave Wealth Partners
Texas
$293K +$38.9K +334 +15%
AAP
1648
Aristotle Atlantic Partners
Florida
$292K – – –
SCM
1649
Silvant Capital Management
Georgia
$292K – – –
VAS
1650
Valicenti Advisory Services
New York
$292K +$698 +6 +0.2%
64 65
66
67 68