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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 %
DOA
1801
D'Orazio & Associates
Virginia
$309K -$15.4K -110 -5%
HFP
1802
Holistic Financial Partners
Indiana
$309K – – –
CNB
1803
Camden National Bank
Maine
$309K +$14.7K +105 +5%
CF
1804
Clarity Financial
Texas
$309K +$36.8K +263 +14%
SMA
1805
Sage Mountain Advisors
Georgia
$309K +$309K +2,202 New
BFG
1806
Bouchey Financial Group
New York
$307K -$700 -5 -0.2%
FVWA
1807
Foster Victor Wealth Advisors
South Carolina
$307K – – –
MLFP
1808
MPS Loria Financial Planners
Illinois
$307K +$20.7K +148 +7%
MGAM
1809
McGowan Group Asset Management
Texas
$306K +$421 +3 +0.1%
GRP
1810
Global Retirement Partners
California
$304K +$48.9K +349 +19%
CI
1811
CX Institutional
Indiana
$303K +$53.5K +381 +21%
FNBOSM
1812
First National Bank of South Miami
Florida
$303K +$97.4K +695 +47%
SEIA
1813
Signature Estate & Investment Advisors
California
$301K +$27K +192 +10%
MSE
1814
MUFG Securities EMEA
United Kingdom
$300K +$59.2K +423 +25%
FWM
1815
FFT Wealth Management
Pennsylvania
$300K +$300K +2,142 New
CAM
1816
Cozad Asset Management
Illinois
$299K -$29.3K -209 -9%
EIA
1817
Eldridge Investment Advisors
New Hampshire
$299K – – –
SC
1818
Sepio Capital
Utah
$297K -$3.08K -22 -1%
HCMG
1819
Howard Capital Management Group
California
$296K – – –
AWS
1820
AJ Wealth Strategies
New York
$296K +$2.53K +18 +0.9%
WI
1821
Wintrust Investments
Illinois
$296K +$54.7K +390 +23%
BAIA
1822
Bel Air Investment Advisors
California
$294K -$17.5K -125 -6%
CA
1823
Crewe Advisors
Utah
$294K – – –
CCM
1824
Crossvault Capital Management
Texas
$294K +$2.83K +21 +1%
SSA
1825
Schonfeld Strategic Advisors
New York
$294K +$294K +2,095 New
71 72
73
74 75