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IBM
IBM

Overview Fund Activity

2,207 hedge funds and large institutions have $73.8B invested in IBM in 2021 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 936 increasing their positions, 799 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,207
Holders Change
+63
Holders Change %
+2.94%
% of All Funds
38.53%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.61%
New
173
Increased
936
Reduced
799
Closed
84
Calls
$2.28B
Puts
$2.34B
Net Calls
-$61.6M
Net Calls Change
+$475M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$676M
2
MWNA
2
Marshall Wace North America
New York
$150M
3
Goldman Sachs
3
Goldman Sachs
New York
$792M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$163M
5
DnB Asset Management
5
DnB Asset Management
Norway
$122M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
Franklin Resources
2
Franklin Resources
California
$621M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$63.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.29B
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SM
1726
SG3 Management
Puerto Rico
$352K -$88.1K -628 -20%
CFFP
1727
Center for Financial Planning
Michigan
$352K -$44K -314 -11%
AAP
1728
Aristotle Atlantic Partners
Florida
$352K – – –
SCM
1729
Silvant Capital Management
Georgia
$351K – – –
TPA
1730
Trivium Point Advisory
Connecticut
$351K +$1.68K +12 +0.5%
GA
1731
Geller Advisors
New York
$350K -$2.66K -19 -0.8%
HFAS
1732
Hummer Financial Advisory Services
Illinois
$350K – – –
CL
1733
CPWM LLC
Washington
$350K +$280 +2 +0.1%
EWP
1734
Engrave Wealth Partners
Texas
$350K +$44.3K +316 +14%
VWM
1735
Venturi Wealth Management
Texas
$349K +$14.1K +101 +4%
CWM
1736
Cranbrook Wealth Management
Michigan
$348K -$10.6K -76 -3%
SA
1737
SRH Advisors
Kansas
$348K +$420 +3 +0.1%
TNB
1738
Thomasville National Bank
Georgia
$346K -$139K -990 -29%
MA
1739
Mezzasalma Advisors
New Jersey
$346K – – –
LG
1740
LaFleur & Godfrey
Michigan
$344K +$344K +2,455 New
TIM
1741
Tortoise Investment Management
New York
$343K -$220K -1,569 -39%
CRI
1742
Colonial River Investments
Virginia
$343K +$3.37K +24 +1%
CWP
1743
Capital Wealth Planning
Florida
$342K – – –
AA
1744
Apriem Advisors
California
$342K +$29.3K +209 +9%
RP
1745
Rowlandmiller & Partners
Georgia
$342K – – –
ACM
1746
Armbruster Capital Management
New York
$341K – – –
BFWA
1747
Benchmark Financial Wealth Advisors
Florida
$341K +$140 +1 +0%
GG
1748
Greenwood Gearhart
Arkansas
$341K +$2.53K +18 +0.7%
KA
1749
Klingman & Associates
New York
$340K -$66.7K -476 -16%
RIM
1750
Rockbridge Investment Management
New York
$340K -$10.5K -75 -3%
68 69
70
71 72