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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 %
LCAM
1676
London & Capital Asset Management
United Kingdom
$276K – – –
FPCM
1677
Financial Partners Capital Management
New York
$276K +$48.3K +418 +21%
GBBWRPM
1678
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$275K -$24.1K -209 -8%
BST
1679
Bath Savings Trust
Maine
$275K +$2.89K +25 +1%
TFS
1680
Thoroughbred Financial Services
Tennessee
$274K -$117K -1,016 -30%
RZH
1681
Relyea Zuckerberg Hanson
Connecticut
$274K -$17.3K -150 -6%
AFM
1682
Abbot Financial Management
Massachusetts
$273K -$127K -1,098 -32%
11A
1683
10-15 Associates
New York
$273K +$6.35K +55 +2%
FAM
1684
Formidable Asset Management
Ohio
$271K -$10.6K -90 -4%
IC
1685
Investment Counsel
Michigan
$271K +$32.8K +284 +14%
FWM
1686
FSA Wealth Management
Massachusetts
$270K -$24.1K -209 -8%
CCA
1687
Conestoga Capital Advisors
Pennsylvania
$270K – – –
QI
1688
Qtron Investments
Massachusetts
$270K +$270K +2,337 New
RCM
1689
RB Capital Management
Nevada
$269K -$34.7K -300 -11%
MIM
1690
Miller Investment Management
Pennsylvania
$268K – – –
Verition Fund Management
1691
Verition Fund Management
Connecticut
$268K +$268K +2,317 New
LCM
1692
LVM Capital Management
Michigan
$267K – – –
IC
1693
Inscription Capital
Texas
$266K +$694 +6 +0.3%
DBT
1694
Dubuque Bank & Trust
Iowa
$265K +$22.3K +193 +9%
I
1695
IberiaBank
Louisiana
$265K +$28.8K +249 +12%
TAM
1696
Tealwood Asset Management
Minnesota
$264K -$17.9K -155 -6%
SRAM
1697
Stone Ridge Asset Management
New York
$263K -$774K -6,694 -75%
NQWM
1698
Northwest Quadrant Wealth Management
Oregon
$263K +$3.09K +27 +1%
MS
1699
Madden Securities
Texas
$263K +$263K +2,280 New
CG
1700
Corundum Group
Colorado
$261K -$46.4K -401 -15%
66 67
68
69 70