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

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$104M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$513M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
1826
Institutional & Family Asset Management
Colorado
$124K +$3.61K +34 +3%
GTAM
1827
Global Trust Asset Management
Florida
$124K +$123K +1,145 +22,900%
VCS
1828
Vaughan & Co Securities
New Jersey
$122K – – –
SL
1829
Savior LLC
Massachusetts
$121K -$4.23K -40 -3%
PWMG
1830
Prestige Wealth Management Group
New Jersey
$121K +$87.9K +829 +266%
BL
1831
Balentine LLC
Georgia
$120K +$21.1K +198 +21%
MWP
1832
Meridian Wealth Partners
Pennsylvania
$119K -$4.98K -47 -4%
CAM
1833
Close Asset Management
United Kingdom
$118K -$38.5K -362 -25%
VCM
1834
Versant Capital Management
Arizona
$118K +$16.7K +158 +16%
RDWM
1835
Red Door Wealth Management
Tennessee
$118K +$118K +1,116 New
VC
1836
Vestor Capital
Illinois
$116K – – –
WCG
1837
Weaver Consulting Group
California
$111K – – –
SM
1838
SG3 Management
Puerto Rico
$111K +$111K +1,046 New
SWM
1839
Selective Wealth Management
Virginia
$110K +$212 +2 +0.2%
GEA
1840
Glen Eagle Advisors
New Jersey
$109K +$6.37K +60 +6%
PCIA
1841
Prime Capital Investment Advisors
Kansas
$108K -$14.9K -141 -12%
OAJ
1842
Ogorek Anthony Joseph
New York
$108K +$1.58K +15 +1%
CFG
1843
CKW Financial Group
Hawaii
$103K +$402 +4 +0.4%
JFA
1844
JNBA Financial Advisors
Minnesota
$100K -$133K -1,255 -57%
LB
1845
Legacy Bridge
Iowa
$100K -$100K -942 -50%
HI
1846
Hendershot Investments
Virginia
$100K -$7.23K -68 -7%
KLWA
1847
Kelly Lawrence W & Associates
California
$100K – – –
TFO
1848
Tarbox Family Office
California
$97K +$12.1K +114 +14%
PGAM
1849
Princeton Global Asset Management
New Jersey
$95K +$93K +878 +4,621%
NPP
1850
New Potomac Partners
Maryland
$94K -$11.1K -105 -11%
72 73
74
75 76