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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 %
WI
1726
Wintrust Investments
Illinois
$225K +$225K +2,124 New
AWM
1727
AllSquare Wealth Management
New York
$224K +$2.02K +19 +0.9%
SFA
1728
Semmax Financial Advisors
North Carolina
$224K +$27.3K +258 +14%
GSWM
1729
Golden State Wealth Management
California
$224K +$43K +406 +24%
PA
1730
Perennial Advisors
New York
$224K +$224K +2,112 New
FMTC
1731
Farmers & Merchants Trust Company
California
$223K -$16.5K -156 -7%
SIM
1732
SSI Investment Management
California
$223K -$2.87K -27 -1%
AWA
1733
Acorn Wealth Advisors
Michigan
$223K +$27.4K +254 +14%
DBT
1734
Dubuque Bank & Trust
Iowa
$223K +$223K +2,099 New
MIM
1735
Moseley Investment Management
Florida
$222K -$38.3K -361 -15%
PCA
1736
Private Capital Advisors
Connecticut
$222K – – –
Westfield Capital Management
1737
Westfield Capital Management
Massachusetts
$222K – – –
NJBEST
1738
New Jersey Better Educational Savings Trust
New Jersey
$222K – – –
FSA
1739
Financial Services Advisory
Maryland
$222K +$222K +2,092 New
GI
1740
Gradient Investments
Minnesota
$221K +$318 +3 +0.1%
JWBC
1741
J.W. Burns & Co
New York
$221K +$11.1K +105 +5%
HWA
1742
Heritage Way Advisors
Illinois
$221K +$221K +2,088 New
HAC
1743
Harbor Advisory Corp
New Hampshire
$219K -$83K -784 -27%
ECAM
1744
East Coast Asset Management
Massachusetts
$219K – – –
TAM
1745
Taurus Asset Management
New York
$219K – – –
IC
1746
Investment Counsel
Michigan
$219K – – –
RCA
1747
Rowland Carmichael Advisors
Arizona
$218K -$161K -1,515 -42%
RPA
1748
Rock Point Advisors
Vermont
$218K -$48.9K -461 -18%
AFS
1749
Axiom Financial Strategies
Indiana
$218K +$218K +2,059 New
I
1750
IberiaBank
Louisiana
$217K +$319 +3 +0.1%
68 69
70
71 72