IBM icon

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 %
SEIA
1801
Signature Estate & Investment Advisors
California
$218K +$218K +1,891 New
CAN
1802
Claraphi Advisory Network
United States
$217K -$16.1K -139 -7%
APWM
1803
Atlas Private Wealth Management
New York
$217K – – –
MHR
1804
Matthew Hamilton Rosenberg
$217K +$3.12K +27 +1%
WIA
1805
Westbourne Investment Advisors
Maryland
$217K +$217K +1,883 New
PWP
1806
Private Wealth Partners
California
$217K +$217K +1,883 New
BAM
1807
Boyar Asset Management
New York
$216K +$216K +1,874 New
BCP
1808
Blue Chip Partners
Michigan
$214K +$231 +2 +0.1%
PS
1809
Portfolio Strategies
New York
$214K +$214K +1,850 New
LDFR
1810
Lehman & Derafelo Financial Resources
Pennsylvania
$214K +$214K +1,852 New
WDL
1811
Well Done LLC
Michigan
$212K +$212K +1,833 New
DC
1812
DeDora Capital
California
$211K -$50.1K -434 -19%
AA
1813
Aufman Associates
Pennsylvania
$211K +$211K +1,829 New
BWA
1814
BlueSky Wealth Advisors
North Carolina
$211K +$211K +1,829 New
GFPC
1815
Global Financial Private Client
Florida
$210K -$48.9K -431 -19%
TL
1816
TrueWealth LLC
Georgia
$209K -$80.9K -700 -28%
BFPW
1817
BOK Financial Private Wealth
Colorado
$208K +$208K +1,800 New
OBGC
1818
O'Brien Greene & Co
Pennsylvania
$208K +$208K +1,805 New
SIAS
1819
Shine Investment Advisory Services
Colorado
$207K – – –
AWM
1820
Apollon Wealth Management
South Carolina
$207K +$207K +1,794 New
CNB
1821
Camden National Bank
Maine
$207K +$207K +1,799 New
RWM
1822
Rench Wealth Management
Texas
$206K +$206K +1,780 New
TCM
1823
Tradewinds Capital Management
Washington
$205K – – –
MIFH
1824
Migdal Insurance & Financial Holdings
Israel
$205K +$18.6K +161 +10%
TF
1825
Trek Financial
Arizona
$205K +$205K +1,779 New
71 72
73
74 75