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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 %
AWA
1651
Arkadios Wealth Advisors
Georgia
$292K +$60K +498 +26%
LCM
1652
Laurion Capital Management
New York
$291K -$12.3M -105,580 -98%
RCM
1653
RNC Capital Management
California
$291K -$28.8K -248 -9%
CL
1654
CPWM LLC
Washington
$291K -$13.8K -119 -5%
WP
1655
WealthShield Partners
North Carolina
$291K +$698 +6 +0.2%
M
1656
MOTCO
Texas
$291K +$39.5K +339 +16%
GM
1657
GeoWealth Management
Illinois
$290K -$83.6K -712 -22%
SC
1658
Steph & Co
Wisconsin
$290K -$9.79K -84 -3%
T
1659
TOBAM
France
$290K +$290K +2,494 New
PP
1660
PDS Planning
Ohio
$289K -$18.5K -159 -6%
COF
1661
Capital One Financial
Virginia
$289K -$14.9K -128 -5%
VA
1662
Valmark Advisers
Ohio
$289K -$5.24K -45 -2%
BG
1663
Berry Group
Massachusetts
$289K +$2.44K +21 +0.9%
FAM
1664
Formidable Asset Management
Ohio
$289K +$23.7K +206 +9%
RAM
1665
Riggs Asset Management
Pennsylvania
$289K +$115K +1,087 +66%
AC
1666
Avestar Capital
New York
$288K -$64.9K -605 -18%
WAM
1667
Wolverine Asset Management
Illinois
$288K +$181K +1,560 +169%
SP
1668
Successful Portfolios
Florida
$286K +$7.2K +62 +3%
HFAS
1669
Hummer Financial Advisory Services
Illinois
$285K -$40K -344 -12%
BFWA
1670
Benchmark Financial Wealth Advisors
Florida
$285K +$232 +2 +0.1%
TPA
1671
Trivium Point Advisory
Connecticut
$285K +$285K +2,451 New
ACM
1672
Armbruster Capital Management
New York
$283K – – –
RPWA
1673
Regent Peak Wealth Advisors
Georgia
$282K -$13.7K -118 -5%
HIC
1674
Hartline Investment Corp
Illinois
$282K -$10.2K -88 -3%
AA
1675
Apriem Advisors
California
$282K -$5.7K -49 -2%
65 66
67
68 69