1,984 hedge funds and large institutions have $61.7B invested in IBM in 2020 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 791 increasing their positions, 818 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,984
Holders Change
-3
Holders Change %
-0.15%
% of All Funds
40.14%
Holding in Top 10
39
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.36%
% of All Funds
0.79%
New
118
Increased
791
Reduced
818
Closed
103
Calls
$1.46B
Puts
$1.76B
Net Calls
-$302M
Net Calls Change
-$73.8M
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
1751
Arkfeld Wealth Strategies
Nebraska
$243K +$15.1K +131 +7%
AWS
1752
AJ Wealth Strategies
New York
$243K +$243K +2,090 New
PAG
1753
Pinnacle Advisory Group
Maryland
$242K -$10.7K -92 -4%
GHA
1754
GW Henssler & Associates
Georgia
$242K +$3.95K +34 +2%
TAM
1755
Taurus Asset Management
New York
$240K
ECAM
1756
East Coast Asset Management
Massachusetts
$240K
JIR
1757
James Investment Research
Ohio
$239K -$564K -4,844 -70%
RPA
1758
Rock Point Advisors
Vermont
$239K
C
1759
Certuity
Florida
$237K -$17.7K -152 -7%
LFG
1760
LifePlan Financial Group
Ohio
$237K
AWA
1761
ARS Wealth Advisors
Florida
$237K +$237K +2,036 New
22CM
1762
20/20 Capital Management
California
$236K -$1.86K -16 -0.8%
QCM
1763
Quest Capital Management
Texas
$236K -$465 -4 -0.2%
HAC
1764
Harbor Advisory Corp
New Hampshire
$236K
HFG
1765
Heron Financial Group
New York
$236K +$236K +2,025 New
MCM
1766
MV Capital Management
Maryland
$235K
FM
1767
Family Management
New York
$234K -$2.92M -25,101 -93%
PO
1768
Private Ocean
California
$233K -$13.6K -117 -6%
IWA
1769
Inspirion Wealth Advisors
Illinois
$232K
SFWC
1770
Strategic Family Wealth Counselors
New Jersey
$231K -$20.2K -174 -8%
SMG
1771
Spectrum Management Group
Indiana
$231K
BFG
1772
Barber Financial Group
Kansas
$230K
EIA
1773
Eldridge Investment Advisors
New Hampshire
$230K
RIS
1774
Retirement Income Solutions
Michigan
$230K +$8.51K +73 +4%
TSWM
1775
Triangle Securities Wealth Management
North Carolina
$229K -$87.8K -754 -28%