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
Name Holding Trade Value Shares
Change
Shares
Change %
SFM
1701
Signet Financial Management
New Jersey
$271K -$6.95K -65 -3%
IA
1702
Independence Advisors
Pennsylvania
$270K -$28.9K -248 -10%
MIM
1703
Miller Investment Management
Pennsylvania
$270K
KA
1704
Klingman & Associates
New York
$270K +$270K +2,323 New
LCM
1705
LVM Capital Management
Michigan
$269K
NQWM
1706
Northwest Quadrant Wealth Management
Oregon
$269K +$3.35K +29 +1%
MS
1707
Mizuho Securities
Japan
$268K +$67K +575 +33%
IC
1708
Inscription Capital
Texas
$265K -$2.09K -18 -0.8%
TTWM
1709
TCV Trust & Wealth Management
Virginia
$264K +$14.2K +122 +6%
CCA
1710
Catalyst Capital Advisors
New York
$263K -$229K -1,967 -47%
DBT
1711
Dubuque Bank & Trust
Iowa
$263K -$3.72K -32 -1%
CCM
1712
Crossvault Capital Management
Texas
$263K
SWP
1713
Summit Wealth Partners
Florida
$263K +$6.28K +54 +2%
PB
1714
Pinnacle Bancorp
Nebraska
$262K -$582 -5 -0.2%
PCA
1715
Private Capital Advisors
Connecticut
$262K
PWPS
1716
Pinnacle Wealth Planning Services
Ohio
$261K +$39.8K +343 +18%
HCMNY
1717
Howard Capital Management (New York)
New York
$260K -$851K -7,325 -77%
BCB
1718
Brian C. Broderick
$259K -$43.3K -371 -14%
CYG
1719
Clean Yield Group
Vermont
$259K
MPW
1720
MA Private Wealth
California
$259K +$2.56K +22 +1%
RP
1721
Rowlandmiller & Partners
Georgia
$258K
FA
1722
Faithward Advisors
Pennsylvania
$258K -$48.3K -415 -16%
PAM
1723
Peak Asset Management
Colorado
$258K -$3.37K -29 -1%
ACP
1724
Aviance Capital Partners
Florida
$257K
HFP
1725
Holistic Financial Partners
Indiana
$256K