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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 %
JPLA
1626
Joseph P. Lucia & Associates
New York
$355K -$85.7K -712 -19%
CCA
1627
Column Capital Advisors
Indiana
$355K -$37.2K -309 -9%
CFG
1628
CMC Financial Group
Georgia
$355K +$3.85K +32 +1%
BCM
1629
BTC Capital Management
Iowa
$355K +$355K +2,943 New
SWA
1630
Sutton Wealth Advisors
Florida
$355K +$963 +8 +0.3%
KS
1631
Karpas Strategies
Connecticut
$354K – – –
SDAM
1632
Shulman DeMeo Asset Management
New York
$354K +$44.4K +369 +14%
CHA
1633
Cooper/Haims Advisors
New York
$352K -$1.8K -15 -0.5%
SAM
1634
Seelaus Asset Management
New Jersey
$352K -$1.81K -15 -0.5%
SFP
1635
Sterling Financial Planning
New Jersey
$352K +$352K +2,920 New
S
1636
SimplyRich
California
$351K – – –
LCM
1637
Liberty Capital Management
Michigan
$351K +$351K +2,916 New
AC
1638
Apella Capital
Connecticut
$348K +$40.1K +334 +13%
CFFP
1639
Center for Financial Planning
Michigan
$347K -$26.4K -219 -7%
TSS
1640
Thomas Story & Son
Indiana
$347K – – –
VWA
1641
V Wealth Advisors
Kansas
$347K +$347K +2,888 New
TAM
1642
Tealwood Asset Management
Minnesota
$346K +$63.3K +525 +22%
TFF
1643
The Family Firm
Maryland
$345K -$58.7K -479 -15%
PSC
1644
Prentiss Smith & Co
Vermont
$345K +$10.1K +84 +3%
SSWM
1645
Smith Salley Wealth Management
North Carolina
$344K +$1.08K +9 +0.3%
TYCC
1646
Texas Yale Capital Corp
Florida
$344K +$28.4K +236 +9%
CPWA
1647
Cerro Pacific Wealth Advisors
California
$344K +$344K +2,856 New
IAS
1648
IMA Advisory Services
Colorado
$343K – – –
CQS
1649
Credential Qtrade Securities
$343K +$337K +2,801 +6,224%
AFAS
1650
Acorn Financial Advisory Services
Virginia
$342K +$1.93K +16 +0.6%
64 65
66
67 68