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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 %
MIM
1751
Moseley Investment Management
Florida
$241K -$462 -4 -0.2%
HWA
1752
Heritage Way Advisors
Illinois
$241K – – –
JWBC
1753
J.W. Burns & Co
New York
$241K – – –
GEA
1754
Glen Eagle Advisors
New Jersey
$239K +$120K +1,040 +101%
TAM
1755
Taurus Asset Management
New York
$239K – – –
FMTCOCP
1756
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$239K +$169K +1,464 +240%
AWA
1757
Acorn Wealth Advisors
Michigan
$238K -$809 -7 -0.3%
ECAM
1758
East Coast Asset Management
Massachusetts
$238K – – –
GHA
1759
GW Henssler & Associates
Georgia
$237K -$38.8K -336 -14%
RPA
1760
Rock Point Advisors
Vermont
$237K – – –
CCM
1761
CWH Capital Management
Washington
$236K +$236K +2,043 New
ISWM
1762
Independent Solutions Wealth Management
New York
$235K -$24.8K -215 -10%
WI
1763
Wintrust Investments
Illinois
$235K -$10.6K -92 -4%
SDAM
1764
Shulman DeMeo Asset Management
New York
$235K +$10.7K +93 +5%
LFG
1765
LifePlan Financial Group
Ohio
$235K +$191K +1,657 +440%
QCM
1766
Quest Capital Management
Texas
$235K +$235K +2,033 New
KFI
1767
Key Financial Inc
Pennsylvania
$234K -$16.3K -142 -7%
HAC
1768
Harbor Advisory Corp
New Hampshire
$234K -$5.08K -44 -2%
SCM
1769
Stellar Capital Management
Arizona
$234K +$346 +3 +0.1%
MCM
1770
MV Capital Management
Maryland
$233K +$19.5K +169 +9%
POIA
1771
Pin Oak Investment Advisors
Texas
$231K – – –
CCM
1772
Chilton Capital Management
Texas
$230K -$50.4K -436 -18%
OC
1773
Oarsman Capital
Wisconsin
$230K -$21.8K -189 -9%
IWA
1774
Inspirion Wealth Advisors
Illinois
$230K – – –
SMG
1775
Spectrum Management Group
Indiana
$229K +$198K +1,717 +636%
69 70
71
72 73