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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 %
VA
1651
Valmark Advisers
Ohio
$292K -$48.3K -418 -14%
HIC
1652
Hartline Investment Corp
Illinois
$290K -$40.9K -355 -12%
AAP
1653
Aristotle Atlantic Partners
Florida
$290K – – –
TC
1654
TradeLink Capital
Illinois
$290K +$290K +2,510 New
MPWT
1655
MassMutual Private Wealth & Trust
Connecticut
$289K -$8.2K -71 -3%
SCM
1656
Silvant Capital Management
Georgia
$289K – – –
VAS
1657
Valicenti Advisory Services
New York
$289K +$577 +5 +0.2%
WP
1658
WealthShield Partners
North Carolina
$288K +$17.7K +153 +7%
AA
1659
Apriem Advisors
California
$286K -$26.8K -232 -9%
LAM
1660
Lingohr Asset Management
Germany
$286K – – –
GRP
1661
Global Retirement Partners
California
$286K +$76.9K +667 +37%
HFS
1662
HBC Financial Services
Washington
$285K +$267K +4,729 +1,506%
BG
1663
Berry Group
Massachusetts
$284K -$31.7K -275 -10%
Fiera Capital (Canada)
1664
Fiera Capital (Canada)
Quebec, Canada
$283K -$25.5K -221 -8%
BFWA
1665
Benchmark Financial Wealth Advisors
Florida
$283K +$3.35K +29 +1%
RP
1666
Rowlandmiller & Partners
Georgia
$281K – – –
ACM
1667
Armbruster Capital Management
New York
$281K – – –
BDF
1668
Balasa Dinverno & Foltz
$280K -$119K -1,030 -30%
PSC
1669
Prentiss Smith & Co
Vermont
$280K -$48.3K -418 -15%
AFAS
1670
Acorn Financial Advisory Services
Virginia
$280K -$10.9K -95 -4%
CWP
1671
Capital Wealth Planning
Florida
$279K -$236K -2,041 -46%
CCM
1672
Condor Capital Management
New Jersey
$279K +$9.92K +86 +4%
SP
1673
Successful Portfolios
Florida
$277K -$12K -104 -4%
PG
1674
Patten Group
Tennessee
$277K -$115 -1 -0%
SRIM
1675
Saratoga Research & Investment Management
California
$276K -$23K -199 -8%
65 66
67
68 69