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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 %
EIA
1776
Eldridge Investment Advisors
New Hampshire
$228K – – –
BFG
1777
Barber Financial Group
Kansas
$228K – – –
HSWM
1778
Hubbell Strickland Wealth Management
Louisiana
$228K – – –
AWS
1779
Arkfeld Wealth Strategies
Nebraska
$228K +$228K +1,975 New
NIT
1780
NumerixS Investment Technologies
British Columbia, Canada
$228K +$228K +1,978 New
CWM
1781
Concentric Wealth Management
California
$227K +$692 +6 +0.3%
NFG
1782
Nadler Financial Group
Illinois
$227K +$227K +1,968 New
PCMC
1783
Private Capital Management (Colorado)
Colorado
$226K +$226K +1,961 New
SC
1784
Slow Capital
California
$224K +$5.43K +47 +2%
AFS
1785
Axiom Financial Strategies
Indiana
$223K -$14.5K -126 -6%
TIM
1786
Total Investment Management
Arizona
$223K -$8.9K -77 -4%
DOA
1787
D'Orazio & Associates
Virginia
$223K +$694 +6 +0.3%
IF
1788
Intrua Financial
Texas
$223K +$223K +1,864 New
WF
1789
WoodTrust Financial
Wisconsin
$223K +$223K +1,935 New
PIMG
1790
Patriot Investment Management Group
Tennessee
$223K – – –
BOM
1791
Bank of Marin
California
$222K -$30.6K -265 -12%
PIA
1792
Powell Investment Advisors
Florida
$222K +$115 +1 +0.1%
TCM
1793
Traynor Capital Management
Pennsylvania
$222K +$222K +1,927 New
AWA
1794
Arkadios Wealth Advisors
Georgia
$222K -$39.5K -343 -15%
PWPS
1795
Pinnacle Wealth Planning Services
Ohio
$220K -$160K -1,388 -42%
KIC
1796
Keating Investment Counselors
Florida
$220K -$84.5K -731 -28%
GC
1797
Grace Capital
Massachusetts
$220K +$220K +1,907 New
RIS
1798
Retirement Income Solutions
Michigan
$219K – – –
VFP
1799
Verus Financial Partners
Virginia
$219K +$115 +1 +0.1%
HCM
1800
Hilton Capital Management
New York
$218K +$218K +1,885 New
70 71
72
73 74