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 %
HSWM
1776
Hubbell Strickland Wealth Management
Louisiana
$229K
CWM
1777
Concentric Wealth Management
California
$229K +$580 +5 +0.3%
SC
1778
Slow Capital
California
$229K +$3.72K +32 +2%
LDFR
1779
Lehman & Derafelo Financial Resources
Pennsylvania
$228K +$12.2K +105 +6%
TAM
1780
Townsend Asset Management
North Carolina
$228K +$228K +1,957 New
OBWP
1781
O'Brien Wealth Partners
Massachusetts
$227K +$227K +1,810 New
RRC
1782
Relaxing Retirement Coach
Massachusetts
$227K +$227K +1,947 New
VCM
1783
Vivaldi Capital Management
Illinois
$226K -$54.2K -485 -19%
CFG
1784
CKW Financial Group
Hawaii
$226K +$107K +921 +90%
AFS
1785
Axiom Financial Strategies
Indiana
$224K -$1.17K -10 -0.5%
DOA
1786
D'Orazio & Associates
Virginia
$224K -$699 -6 -0.3%
BOM
1787
Bank of Marin
California
$224K
PIMG
1788
Patriot Investment Management Group
Tennessee
$224K
PIA
1789
Powell Investment Advisors
Florida
$224K +$116 +1 +0.1%
GIP
1790
Greatmark Investment Partners
Georgia
$224K +$224K +1,922 New
SAA
1791
Southeast Asset Advisors
Georgia
$222K +$222K +1,906 New
KIC
1792
Keating Investment Counselors
Florida
$221K
OL
1793
Optas LLC
Texas
$221K +$221K +1,895 New
GC
1794
Grace Capital
Massachusetts
$220K -$1.63K -14 -0.7%
AW
1795
Alpha Windward
Massachusetts
$220K +$30K +258 +16%
PWP
1796
Private Wealth Partners
California
$219K
WIA
1797
Westbourne Investment Advisors
Maryland
$219K
NFG
1798
Nadler Financial Group
Illinois
$218K -$11.2K -96 -5%
BAM
1799
Boyar Asset Management
New York
$218K
MIM
1800
Moseley Investment Management
Florida
$216K -$27K -232 -11%