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IBM
IBM

Overview Fund Activity

1,967 hedge funds and large institutions have $56.6B invested in IBM in 2020 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 847 increasing their positions, 784 reducing their positions, and 215 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,967
Holders Change
-104
Holders Change %
-5.02%
% of All Funds
43.45%
Holding in Top 10
52
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.33%
% of All Funds
1.15%
New
142
Increased
847
Reduced
784
Closed
215
Calls
$1.48B
Puts
$1.72B
Net Calls
-$243M
Net Calls Change
+$469M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$753M
2
Charles Schwab
Charles Schwab
California
$1.24B
3
IFP
Independent Franchise Partners
United Kingdom
$385M
4
Capital World Investors
Capital World Investors
California
$495M
5
Vanguard Group
Vanguard Group
Pennsylvania
$8.42B

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$104M
3
Renaissance Technologies
Renaissance Technologies
New York
$0
4
Capital Research Global Investors
Capital Research Global Investors
California
$0
5
Goldman Sachs
Goldman Sachs
New York
$513M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
1801
AIA Investment Management
Singapore
$169K – – –
M
1802
MOTCO
Texas
$168K -$5.2K -49 -3%
CIA
1803
Cascade Investment Advisors
Oregon
$166K -$11.1K -105 -6%
NSCM
1804
New South Capital Management
Tennessee
$166K – – –
FCMT
1805
Founders Capital Management (Texas)
Texas
$164K +$49.9K +471 +44%
MA
1806
MCF Advisors
Kentucky
$161K -$71.2K -672 -31%
PP
1807
PrairieView Partners
Minnesota
$159K +$159K +1,501 New
EWM
1808
Elmwood Wealth Management
California
$159K +$159K +1,083 New
PO
1809
Private Ocean
California
$158K +$67.8K +639 +75%
MCA
1810
Mercer Capital Advisers
New Jersey
$157K +$5.51K +52 +4%
HFA
1811
HC Financial Advisors
California
$154K +$154K +1,455 New
BCA
1812
Berman Capital Advisors
Georgia
$150K -$41.1K -391 -22%
TI
1813
Truehand Inc
New Hampshire
$150K – – –
SA
1814
SRH Advisors
Kansas
$150K +$423 +4 +0.3%
BDWM
1815
Brewin Dolphin Wealth Management
Ireland
$146K +$5.62K +53 +4%
BG
1816
Bollard Group
Massachusetts
$146K – – –
FCA
1817
FinTrust Capital Advisors
South Carolina
$139K -$14.4K -136 -9%
SIS
1818
Sound Income Strategies
Florida
$139K -$12.1K -114 -8%
OSAM
1819
O'Shaughnessy Asset Management
Connecticut
$138K -$16.3K -154 -11%
CBT
1820
Central Bank & Trust
Kentucky
$134K – – –
CCMIC
1821
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$133K +$72.1K +680 +118%
HS
1822
Horan Securities
United States
$131K +$131K +1,232 New
Barrow, Hanley, Mewhinney & Strauss
1823
Barrow, Hanley, Mewhinney & Strauss
Texas
$129K +$5.4K +51 +4%
LD
1824
Lipe & Dalton
New York
$128K -$48.3K -455 -27%
PAA
1825
Peregrine Asset Advisers
Oregon
$128K +$128K +1,203 New
71 72
73
74 75