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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
$753M
2
Charles Schwab
Charles Schwab
California
$1.24B
3
IFP
Independent Franchise Partners
United Kingdom
$385M
4
Capital World Investors
Capital World Investors
California
$495M
5
Vanguard Group
Vanguard Group
Pennsylvania
$8.42B

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$104M
3
Renaissance Technologies
Renaissance Technologies
New York
$0
4
Capital Research Global Investors
Capital Research Global Investors
California
$0
5
Goldman Sachs
Goldman Sachs
New York
$513M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
1701
Genesee Capital Advisors
New York
$234K -$3.39K -32 -1%
HFP
1702
Holistic Financial Partners
Indiana
$234K – – –
SWP
1703
Summit Wealth Partners
Florida
$234K -$36.9K -348 -14%
RWM
1704
Ritholtz Wealth Management
New York
$233K -$486K -4,590 -68%
AIM
1705
Aspen Investment Management
Michigan
$233K -$11K -104 -5%
BFG
1706
Bouchey Financial Group
New York
$233K -$5.42K -51 -2%
TAM
1707
Todd Asset Management
Kentucky
$233K +$14.6K +137 +7%
PFO
1708
Pathstone Family Office
New Jersey
$233K +$127K +1,200 +120%
OC
1709
Oarsman Capital
Wisconsin
$232K -$182K -1,710 -44%
MPW
1710
MA Private Wealth
California
$232K +$2.13K +20 +0.9%
BOM
1711
Bank of Marin
California
$232K +$45.2K +427 +24%
NPT
1712
Nixon Peabody Trust
Massachusetts
$232K +$232K +2,186 New
PPP
1713
Private Portfolio Partners
New Jersey
$230K -$14.3K -135 -6%
TA
1714
TFG Advisers
Michigan
$230K +$1.38K +13 +0.6%
GC
1715
Gilbert & Cook
Iowa
$230K +$25.2K +237 +12%
GFPC
1716
Global Financial Private Client
Florida
$229K +$101 +1 +0%
FEM
1717
Fulcrum Equity Management
Texas
$229K -$54.9K -518 -19%
OSNBOA
1718
Old Second National Bank of Aurora
Illinois
$229K – – –
HFM
1719
Harvest Fund Management
China
$229K +$168K +1,584 +274%
I
1720
INVST
Indiana
$228K +$228K +2,268 New
SSW
1721
Smith Shellnut Wilson
Mississippi
$227K – – –
CWM
1722
Cranbrook Wealth Management
Michigan
$226K – – –
MWM
1723
Merriman Wealth Management
Washington
$226K +$5.63K +53 +3%
LC
1724
LCNB Corp
Ohio
$225K -$4.78K -45 -2%
WCM
1725
Wedge Capital Management
North Carolina
$225K +$8.7K +82 +4%
67 68
69
70 71