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IBM
IBM

Overview Fund Activity

2,207 hedge funds and large institutions have $73.8B invested in IBM in 2021 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 936 increasing their positions, 799 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,207
Holders Change
+63
Holders Change %
+2.94%
% of All Funds
38.53%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.61%
New
173
Increased
936
Reduced
799
Closed
84
Calls
$2.28B
Puts
$2.34B
Net Calls
-$61.6M
Net Calls Change
+$475M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$676M
2
MWNA
2
Marshall Wace North America
New York
$150M
3
Goldman Sachs
3
Goldman Sachs
New York
$792M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$163M
5
DnB Asset Management
5
DnB Asset Management
Norway
$122M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
Franklin Resources
2
Franklin Resources
California
$621M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$63.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.29B
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
B
1776
Bridgeworth
Alabama
$326K +$19.5K +139 +6%
MIM
1777
Miller Investment Management
Pennsylvania
$325K – – –
HR
1778
Hayden Royal
North Carolina
$324K +$280 +2 +0.1%
WCM
1779
Windsor Capital Management
Arizona
$324K +$979 +7 +0.3%
WFI
1780
West Family Investments
California
$324K +$324K +2,315 New
DW
1781
Domani Wealth
Pennsylvania
$323K -$40.5K -289 -11%
SAS
1782
Sanford Advisory Services
Michigan
$323K – – –
PP
1783
PDS Planning
Ohio
$321K +$22K +157 +7%
MPW
1784
MA Private Wealth
California
$320K +$2.52K +18 +0.8%
OBWP
1785
O'Brien Wealth Partners
Massachusetts
$320K +$52.3K +386 +20%
PGAM
1786
Princeton Global Asset Management
New Jersey
$319K -$60.6K -432 -16%
GDP
1787
Great Diamond Partners
Maine
$318K +$15.8K +113 +5%
PI
1788
PEAK6 Investments
Illinois
$317K -$3.02M -21,552 -91%
CCA
1789
Catalyst Capital Advisors
New York
$317K – – –
FAM
1790
Formidable Asset Management
Ohio
$315K -$67.2K -500 -18%
VAG
1791
VisionPoint Advisory Group
Texas
$315K – – –
PIM
1792
Progressive Investment Management
Oregon
$315K – – –
KFS
1793
Kelly Financial Services
Massachusetts
$314K +$312K +47,760 +14,695%
KFGK
1794
Keystone Financial Group (Kentucky)
Kentucky
$313K -$10.2K -73 -3%
HCM
1795
Hengehold Capital Management
Ohio
$313K -$9.12K -65 -3%
OPOWM
1796
One Plus One Wealth Management
Florida
$312K +$66.7K +476 +27%
PIN
1797
Prudent Investors Network
California
$310K – – –
TFA
1798
Trinity Financial Advisors
Ohio
$310K – – –
GCA
1799
Gradient Capital Advisors
California
$310K +$561 +4 +0.2%
RIS
1800
Retirement Income Solutions
Michigan
$310K +$18.4K +131 +6%
70 71
72
73 74