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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 %
GL
1751
Graypoint LLC
New York
$217K +$217K +2,049 New
SCM
1752
Stellar Capital Management
Arizona
$215K -$10.9K -103 -5%
BWM
1753
Buckley Wealth Management
Nevada
$215K – – –
CAN
1754
Claraphi Advisory Network
United States
$214K +$23.8K +224 +13%
EA
1755
Emerald Advisors
Washington
$214K +$214K +1,818 New
TIM
1756
Total Investment Management
Arizona
$213K +$31.6K +298 +17%
SWM
1757
Sculati Wealth Management
Michigan
$212K -$177K -1,668 -45%
POIA
1758
Pin Oak Investment Advisors
Texas
$212K -$15.8K -149 -7%
SFWC
1759
Strategic Family Wealth Counselors
New Jersey
$211K -$22.3K -210 -10%
IWA
1760
Inspirion Wealth Advisors
Illinois
$211K +$13.3K +126 +7%
EIA
1761
Eldridge Investment Advisors
New Hampshire
$210K -$66.7K -628 -24%
BFG
1762
Barber Financial Group
Kansas
$210K – – –
FPCM
1763
Financial Partners Capital Management
New York
$209K +$209K +1,973 New
HSWM
1764
Hubbell Strickland Wealth Management
Louisiana
$209K – – –
CWM
1765
Concentric Wealth Management
California
$208K +$424 +4 +0.2%
RRC
1766
Relaxing Retirement Coach
Massachusetts
$207K – – –
SAM
1767
Shikiar Asset Management
New York
$207K +$207K +1,956 New
SDAM
1768
Shulman DeMeo Asset Management
New York
$206K +$1.06K +10 +0.5%
VVP
1769
Venture Visionary Partners
Ohio
$206K +$206K +1,950 New
DOA
1770
D'Orazio & Associates
Virginia
$204K – – –
PIA
1771
Powell Investment Advisors
Florida
$204K +$106 +1 +0.1%
NWS
1772
Newport Wealth Strategies
California
$204K +$204K +1,726 New
PIMG
1773
Patriot Investment Management Group
Tennessee
$204K +$204K +1,929 New
WAP
1774
Wealthcare Advisory Partners
Pennsylvania
$203K -$39.3K -370 -16%
KA
1775
Klingman & Associates
New York
$203K +$203K +1,910 New
69 70
71
72 73