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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 %
CCM
1701
Crossvault Capital Management
Texas
$261K -$15K -130 -5%
PB
1702
Pinnacle Bancorp
Nebraska
$261K – – –
PAM
1703
Peak Asset Management
Colorado
$260K – – –
PCA
1704
Private Capital Advisors
Connecticut
$260K +$18.7K +162 +8%
DSN
1705
D. Scott Neal
Kentucky
$259K -$922 -8 -0.4%
GC
1706
Gilbert & Cook
Iowa
$258K +$7.74K +67 +3%
CYG
1707
Clean Yield Group
Vermont
$257K -$63.4K -550 -20%
CAI
1708
Capital Advisors Inc
Oklahoma
$256K +$256K +2,121 New
RCG
1709
Rock Creek Group
District of Columbia
$256K +$256K +2,215 New
ACP
1710
Aviance Capital Partners
Florida
$255K -$12.1K -105 -5%
GCA
1711
Genesee Capital Advisors
New York
$255K – – –
BFG
1712
Bouchey Financial Group
New York
$255K +$1.62K +14 +0.6%
SWP
1713
Summit Wealth Partners
Florida
$255K +$231 +2 +0.1%
HFP
1714
Holistic Financial Partners
Indiana
$254K – – –
MPW
1715
MA Private Wealth
California
$254K +$2.19K +19 +0.9%
TA
1716
TFG Advisers
Michigan
$254K +$3.46K +30 +1%
OCPWS
1717
One Charles Private Wealth Services
Massachusetts
$253K +$253K +2,078 New
CCIA
1718
Campbell & Co Investment Adviser
Maryland
$253K +$253K +2,188 New
C
1719
Certuity
Florida
$252K -$66.3K -575 -21%
KM
1720
Kalos Management
Georgia
$252K +$252K +2,100 New
HFA
1721
High Falls Advisors
New York
$251K -$72.6K -628 -22%
EWP
1722
Engrave Wealth Partners
Texas
$251K -$18.1K -157 -7%
PAG
1723
Pinnacle Advisory Group
Maryland
$251K -$10.5K -91 -4%
AIM
1724
Aspen Investment Management
Michigan
$250K -$3.69K -32 -1%
RCA
1725
Rowland Carmichael Advisors
Arizona
$250K +$12.7K +110 +5%
67 68
69
70 71