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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 %
SFWC
1726
Strategic Family Wealth Counselors
New Jersey
$250K +$20.1K +174 +9%
M
1727
MOTCO
Texas
$250K +$66.6K +575 +36%
TTWM
1728
TCV Trust & Wealth Management
Virginia
$249K -$12.6K -109 -5%
OSNBOA
1729
Old Second National Bank of Aurora
Illinois
$249K – – –
APC
1730
Aspire Private Capital
North Carolina
$249K +$249K +2,159 New
GA
1731
Greytown Advisors
Florida
$248K -$180K -1,555 -42%
SIS
1732
Sound Income Strategies
Florida
$248K +$96.5K +837 +64%
CHJWM
1733
Carlton Hofferkamp & Jenks Wealth Management
Texas
$248K +$248K +2,069 New
FFG
1734
Frisch Financial Group
New York
$247K -$11.9K -103 -5%
SSW
1735
Smith Shellnut Wilson
Mississippi
$247K – – –
ACA
1736
Atlas Capital Advisors
Wyoming
$247K -$33.5K -290 -12%
CWM
1737
Cranbrook Wealth Management
Michigan
$246K – – –
AWM
1738
AllSquare Wealth Management
New York
$246K +$2.2K +19 +0.9%
LC
1739
LCNB Corp
Ohio
$245K – – –
SFA
1740
Semmax Financial Advisors
North Carolina
$245K +$463 +4 +0.2%
SS
1741
Sunbelt Securities
Texas
$245K +$245K +2,123 New
22CM
1742
20/20 Capital Management
California
$244K -$58.2K -488 -19%
PPP
1743
Private Portfolio Partners
New Jersey
$244K -$6.58K -57 -3%
PO
1744
Private Ocean
California
$244K +$72.4K +629 +42%
FMTC
1745
Farmers & Merchants Trust Company
California
$243K – – –
HIIFS
1746
Harel Insurance Investments & Financial Services
Israel
$242K -$243K -2,097 -50%
NJBEST
1747
New Jersey Better Educational Savings Trust
New Jersey
$242K – – –
Westfield Capital Management
1748
Westfield Capital Management
Massachusetts
$242K – – –
WCM
1749
Wedge Capital Management
North Carolina
$241K -$3.92K -34 -2%
SIM
1750
SSI Investment Management
California
$241K -$3.02K -26 -1%
68 69
70
71 72