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IBM
IBM

Overview Fund Activity

2,126 hedge funds and large institutions have $63.8B invested in IBM in 2020 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 754 increasing their positions, 892 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,126
Holders Change
+142
Holders Change %
+7.16%
% of All Funds
37.72%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.62%
New
271
Increased
754
Reduced
892
Closed
95
Calls
$1.69B
Puts
$2.11B
Net Calls
-$417M
Net Calls Change
-$115M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$297M
2
Franklin Resources
Franklin Resources
California
+$268M
3
Two Sigma Investments
Two Sigma Investments
New York
+$178M
4
BlackRock
BlackRock
New York
+$167M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$161M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$542M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$263M
3
Barclays
Barclays
United Kingdom
-$219M
4
State Street
State Street
Massachusetts
-$131M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
CNB
1701
Camden National Bank
Maine
$306K -$2.77K -23 -0.9%
GSIS
1702
Global Strategic Investment Solutions
Arizona
$306K +$306K +2,539 New
MCWS
1703
McKinley Carter Wealth Services
West Virginia
$306K +$306K +2,541 New
VFP
1704
Verus Financial Partners
Virginia
$305K -$94K -782 -24%
LIM
1705
Loudon Investment Management
New Hampshire
$305K -$41.7K -347 -12%
TPA
1706
Trivium Point Advisory
Connecticut
$305K +$3.2K +26 +1%
DA
1707
DCM Advisors
New York
$305K +$305K +2,538 New
QT
1708
Quantamental Technologies
New York
$304K +$304K +2,525 New
PAG
1709
Pinnacle Advisory Group
Maryland
$303K +$52.7K +438 +21%
ISWM
1710
Independent Solutions Wealth Management
New York
$303K +$46.3K +385 +18%
GBBWRPM
1711
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$302K -$46.2K -384 -13%
SCM
1712
Silvant Capital Management
Georgia
$302K – – –
AAP
1713
Aristotle Atlantic Partners
Florida
$302K – – –
RCA
1714
Rowland Carmichael Advisors
Arizona
$302K +$20.3K +169 +7%
SWA
1715
SOA Wealth Advisors
New York
$302K +$302K +2,587 New
CYG
1716
Clean Yield Group
Vermont
$301K +$32.7K +272 +12%
FG
1717
Foster Group
Iowa
$301K +$301K +2,520 New
T
1718
TOBAM
France
$300K – – –
FAM
1719
Formidable Asset Management
Ohio
$298K – – –
SP
1720
Successful Portfolios
Florida
$298K +$1.33K +11 +0.4%
SA
1721
SRH Advisors
Kansas
$298K +$126K +1,050 +74%
MA
1722
Mezzasalma Advisors
New Jersey
$297K +$297K +2,465 New
JIP
1723
Jaffetilchin Investment Partners
Florida
$296K -$587K -4,876 -66%
HA
1724
Hamel Associates
New Jersey
$296K -$17.6K -146 -6%
RCM
1725
RNC Capital Management
California
$296K -$5.17K -43 -2%
67 68
69
70 71