IBM icon

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 %
MWM
1726
Mattern Wealth Management
Kansas
$296K +$296K +2,458 New
HFAS
1727
Hummer Financial Advisory Services
Illinois
$295K – – –
BFWA
1728
Benchmark Financial Wealth Advisors
Florida
$295K +$240 +2 +0.1%
WAM
1729
WNY Asset Management
New York
$295K +$295K +2,441 New
AWS
1730
Arkfeld Wealth Strategies
Nebraska
$294K +$35.3K +287 +14%
RP
1731
Rowlandmiller & Partners
Georgia
$293K – – –
ACM
1732
Armbruster Capital Management
New York
$293K – – –
EDRIA
1733
Edmonds Duncan Registered Investment Advisors
Kansas
$293K – – –
CCA
1734
Childress Capital Advisors
Texas
$293K +$293K +2,421 New
SLF
1735
Sun Life Financial
Ontario, Canada
$292K -$388K -3,223 -57%
PFA
1736
Pathway Financial Advisors
Vermont
$291K -$103K -903 -26%
LCM
1737
LVM Capital Management
Michigan
$291K +$12.9K +107 +5%
ACP
1738
Aviance Capital Partners
Florida
$291K +$25.1K +209 +9%
WCM
1739
Windsor Capital Management
Arizona
$290K -$150K -1,245 -34%
MWM
1740
Merriman Wealth Management
Washington
$290K +$290K +2,408 New
TFS
1741
Thoroughbred Financial Services
Tennessee
$289K +$6.38K +53 +2%
KFA
1742
Krane Funds Advisors
New York
$289K +$289K +2,401 New
SAS
1743
Sanford Advisory Services
Michigan
$289K +$289K +2,407 New
SRIM
1744
Saratoga Research & Investment Management
California
$288K – – –
AC
1745
Avestar Capital
New York
$287K -$35.9K -298 -11%
MS
1746
Madden Securities
Texas
$286K +$4.21K +35 +1%
GCA
1747
Gradient Capital Advisors
California
$285K -$110K -916 -28%
MAM
1748
MMA Asset Management
Pennsylvania
$285K +$285K +2,368 New
PB
1749
Pinnacle Bancorp
Nebraska
$284K +$13.2K +110 +5%
NG
1750
Northstar Group
New York
$283K -$28K -233 -9%
68 69
70
71 72