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IBM
IBM

Overview Fund Activity

1,967 hedge funds and large institutions have $56.6B invested in IBM in 2020 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 847 increasing their positions, 784 reducing their positions, and 215 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,967
Holders Change
-104
Holders Change %
-5.02%
% of All Funds
43.45%
Holding in Top 10
52
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.33%
% of All Funds
1.15%
New
142
Increased
847
Reduced
784
Closed
215
Calls
$1.48B
Puts
$1.72B
Net Calls
-$243M
Net Calls Change
+$469M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$456M
2
Charles Schwab
Charles Schwab
California
+$395M
3
IFP
Independent Franchise Partners
United Kingdom
+$385M
4
Capital World Investors
Capital World Investors
California
+$306M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$279M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$406M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$216M
3
Renaissance Technologies
Renaissance Technologies
New York
-$207M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$193M
5
Goldman Sachs
Goldman Sachs
New York
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1651
Atlas Capital Advisors
Wyoming
$257K -$4.35K -41 -2%
CCM
1652
Chilton Capital Management
Texas
$257K -$16.1K -152 -6%
CRIG
1653
Charter Research & Investment Group
Connecticut
$257K – – –
BFWA
1654
Benchmark Financial Wealth Advisors
Florida
$257K +$212 +2 +0.1%
MF
1655
Manchester Financial
California
$256K -$23.4K -220 -8%
RIG
1656
Roosevelt Investment Group
New York
$255K -$77.5K -732 -23%
PG
1657
Patten Group
Tennessee
$255K -$2.02K -19 -0.8%
OI
1658
Oakbrook Investments
Illinois
$255K +$255K +2,406 New
LCAM
1659
London & Capital Asset Management
United Kingdom
$254K -$5.87M -55,234 -96%
FAM
1660
Formidable Asset Management
Ohio
$254K -$146K -1,375 -36%
CCM
1661
Crossvault Capital Management
Texas
$254K -$41.7K -393 -14%
CC
1662
Colrain Capital
Massachusetts
$254K – – –
GHA
1663
GW Henssler & Associates
Georgia
$253K +$5.51K +52 +2%
BST
1664
Bath Savings Trust
Maine
$250K -$40.4K -381 -14%
CAW
1665
Cornerstone Advisors (Washington)
Washington
$249K -$71.8K -678 -22%
Assenagon Asset Management
1666
Assenagon Asset Management
Luxembourg
$249K +$249K +2,347 New
LCM
1667
Leisure Capital Management
California
$249K +$249K +2,349 New
FIB
1668
First Interstate Bank
Montana
$248K -$63.2K -597 -20%
EWP
1669
Engrave Wealth Partners
Texas
$248K -$7.21K -68 -3%
CCA
1670
Conestoga Capital Advisors
Pennsylvania
$248K – – –
WP
1671
WealthShield Partners
North Carolina
$248K +$6.46K +61 +3%
CCM
1672
Condor Capital Management
New Jersey
$247K -$24.3K -229 -9%
MS
1673
Maven Securities
Jersey
$247K +$247K +2,326 New
VAS
1674
Vestmark Advisory Solutions
Massachusetts
$247K +$247K +2,327 New
MIM
1675
Miller Investment Management
Pennsylvania
$246K – – –
65 66
67
68 69