IBM icon

IBM
IBM

Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$959M
2
Franklin Resources
2
Franklin Resources
California
$421M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.13B
4
N
4
Natixis
France
$115M
5
IFP
5
Independent Franchise Partners
United Kingdom
$528M

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$524M
2
Ameriprise
2
Ameriprise
Minnesota
$785M
3
KCM
3
Kensico Capital Management
Connecticut
$0
4
State Street
4
State Street
Massachusetts
$6.45B
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$46.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
1801
Oarsman Capital
Wisconsin
$215K -$17.5K -150 -8%
DC
1802
DeDora Capital
California
$215K +$2.67K +23 +1%
NICM
1803
Neo Ivy Capital Management
New York
$215K +$83.5K +721 +64%
RCM
1804
RB Capital Management
Nevada
$213K -$58.4K -501 -22%
OBGC
1805
O'Brien Greene & Co
Pennsylvania
$211K +$117 +1 +0.1%
MHR
1806
Matthew Hamilton Rosenberg
$210K -$8.61K -74 -4%
RWM
1807
Rench Wealth Management
Texas
$210K +$2.79K +24 +1%
SIMM
1808
Stillwater Investment Management (Minnesota)
Minnesota
$210K +$210K +1,804 New
SIA
1809
Strategic Investment Advisors
Michigan
$210K +$210K +1,909 New
CAN
1810
Claraphi Advisory Network
United States
$208K -$10.4K -89 -5%
TF
1811
Trek Financial
Arizona
$207K – – –
SCI
1812
Stableford Capital II
Arizona
$206K – – –
P
1813
&Partners
Tennessee
$206K +$206K +1,770 New
AWM
1814
Alterna Wealth Management
Texas
$206K +$206K +1,771 New
TIM
1815
Total Investment Management
Arizona
$205K -$1.18K -11 -0.6%
TCM
1816
Tradewinds Capital Management
Washington
$205K -$1.16K -10 -0.6%
JWM
1817
JGP Wealth Management
Oregon
$205K +$205K +1,732 New
OC
1818
Oakworth Capital
Alabama
$204K – – –
MA
1819
MCF Advisors
Kentucky
$204K +$25.5K +219 +14%
GCM
1820
Gladius Capital Management
Illinois
$204K +$204K +1,746 New
CA
1821
Capital Advantage
California
$203K +$203K +1,712 New
BWA
1822
BlueSky Wealth Advisors
North Carolina
$202K -$17.3K -144 -8%
CWA
1823
Carolina Wealth Advisors
South Carolina
$202K – – –
VCP
1824
Vista Capital Partners
Oregon
$202K +$202K +1,735 New
KPCM
1825
Kings Point Capital Management
New York
$200K – – –
71 72
73
74 75