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IBM
IBM

Overview Fund Activity

2,126 hedge funds and large institutions have $63.8B invested in IBM in 2020 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 754 increasing their positions, 892 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,126
Holders Change
+142
Holders Change %
+7.16%
% of All Funds
37.72%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.62%
New
271
Increased
754
Reduced
892
Closed
95
Calls
$1.69B
Puts
$2.11B
Net Calls
-$417M
Net Calls Change
-$115M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$297M
2
Franklin Resources
Franklin Resources
California
+$268M
3
Two Sigma Investments
Two Sigma Investments
New York
+$178M
4
BlackRock
BlackRock
New York
+$167M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$161M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$542M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$263M
3
Barclays
Barclays
United Kingdom
-$219M
4
State Street
State Street
Massachusetts
-$131M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
RF
1801
Rollins Financial
Georgia
$259K +$259K +2,151 New
OBWG
1802
Onyx Bridge Wealth Group
New York
$258K +$258K +2,140 New
ACA
1803
Atlas Capital Advisors
Wyoming
$257K – – –
APP
1804
Alpha Paradigm Partners
Illinois
$257K +$257K +2,132 New
RWA
1805
River Wealth Advisors
Pennsylvania
$256K -$155K -1,288 -38%
CWM
1806
Cranbrook Wealth Management
Michigan
$256K – – –
WWM
1807
Western Wealth Management
Colorado
$255K -$121K -1,005 -32%
LFA
1808
Legacy Financial Advisors
Kentucky
$255K -$95.4K -791 -27%
SLA
1809
Silver Lake Advisory
Utah
$255K – – –
WCM
1810
Wedge Capital Management
North Carolina
$255K +$1.08K +9 +0.4%
GSWM
1811
Golden State Wealth Management
California
$254K -$91.1K -758 -26%
HIC
1812
Hartline Investment Corp
Illinois
$253K -$38.8K -323 -13%
SC
1813
Slow Capital
California
$253K +$15.6K +130 +7%
FMN
1814
Financial Management Network
California
$253K +$253K +2,032 New
AWS
1815
AJ Wealth Strategies
New York
$252K – – –
CA
1816
Crewe Advisors
Utah
$252K +$157K +1,307 +165%
HWA
1817
Heritage Way Advisors
Illinois
$251K – – –
HAC
1818
Harbor Advisory Corp
New Hampshire
$251K +$6.87K +57 +3%
HFG
1819
Heron Financial Group
New York
$250K – – –
RIS
1820
Retirement Income Solutions
Michigan
$250K +$12.5K +104 +5%
AIM
1821
Aspen Investment Management
Michigan
$248K -$12.5K -104 -5%
AWM
1822
Altavista Wealth Management
North Carolina
$248K -$3.73K -31 -1%
RPA
1823
Rock Point Advisors
Vermont
$247K – – –
WP
1824
WealthPLAN Partners
Nebraska
$246K +$246K +2,128 New
ECAM
1825
East Coast Asset Management
Massachusetts
$245K -$2.52K -21 -1%
71 72
73
74 75