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
Name Holding Trade Value Shares
Change
Shares
Change %
LCM
1751
Leisure Capital Management
California
$283K
IC
1752
Investment Counsel
Michigan
$283K
KA
1753
Klingman & Associates
New York
$283K +$3.25K +27 +1%
GIA
1754
Gladstone Institutional Advisory
Florida
$281K -$43.4K -360 -13%
CCA
1755
Conestoga Capital Advisors
Pennsylvania
$281K
CWP
1756
Capital Wealth Planning
Florida
$280K +$42.1K +372 +18%
MIM
1757
Miller Investment Management
Pennsylvania
$279K
RCM
1758
RB Capital Management
Nevada
$279K +$59.2K +492 +27%
MOS
1759
MGO One Seven
Ohio
$278K -$87.9K -732 -24%
PP
1760
PDS Planning
Ohio
$278K -$20.9K -174 -7%
RZH
1761
Relyea Zuckerberg Hanson
Connecticut
$278K -$1.21K -10 -0.4%
TSWM
1762
Triangle Securities Wealth Management
North Carolina
$278K +$41.8K +348 +18%
AA
1763
Apriem Advisors
California
$277K -$14.7K -122 -5%
KF
1764
Krilogy Financial
Missouri
$276K -$185K -1,536 -40%
HCMNY
1765
Howard Capital Management (New York)
New York
$276K +$6.5K +54 +2%
CAM
1766
Cozad Asset Management
Illinois
$275K -$57.5K -479 -17%
IC
1767
Inscription Capital
Texas
$275K
SSW
1768
Smith Shellnut Wilson
Mississippi
$273K
OC
1769
Oakworth Capital
Alabama
$273K +$62.7K +521 +30%
CCA
1770
Catalyst Capital Advisors
New York
$272K
SWP
1771
Summit Wealth Partners
Florida
$272K -$120 -1 -0%
LB
1772
Leo Brokerage
Texas
$271K -$63.8K -530 -19%
PCA
1773
Private Capital Advisors
Connecticut
$271K
FMTC
1774
Farmers & Merchants Trust Company
California
$271K +$17K +141 +7%
PAM
1775
Peak Asset Management
Colorado
$267K