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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 %
KFGK
1826
Keystone Financial Group (Kentucky)
Kentucky
$244K -$90K -747 -27%
MYLI
1827
Meiji Yasuda Life Insurance
Japan
$243K -$290K -2,409 -54%
PFO
1828
Pathstone Family Office
New Jersey
$243K +$89.4K +743 +58%
LFRG
1829
Lazard Frères Gestion
France
$243K +$243K +2,048 New
TTWM
1830
TCV Trust & Wealth Management
Virginia
$242K -$31.4K -261 -11%
FM
1831
Family Management
New York
$242K -$723 -6 -0.3%
QCM
1832
Quest Capital Management
Texas
$241K -$3.13K -26 -1%
BOM
1833
Bank of Marin
California
$241K +$9.39K +78 +4%
TCM
1834
Traynor Capital Management
Pennsylvania
$241K +$241K +2,003 New
NQWM
1835
Northwest Quadrant Wealth Management
Oregon
$240K -$36.1K -304 -13%
IWA
1836
Inspirion Wealth Advisors
Illinois
$240K – – –
SMG
1837
Spectrum Management Group
Indiana
$239K – – –
SFWC
1838
Strategic Family Wealth Counselors
New Jersey
$239K – – –
FPCP
1839
Fort Point Capital Partners
California
$239K +$239K +1,988 New
LCC
1840
Lincoln Capital Corp
Rhode Island
$238K -$1.31M -10,922 -85%
BFG
1841
Barber Financial Group
Kansas
$238K – – –
EIA
1842
Eldridge Investment Advisors
New Hampshire
$238K – – –
CWM
1843
Concentric Wealth Management
California
$238K +$602 +5 +0.3%
RAM
1844
Riggs Asset Management
Pennsylvania
$237K -$93.7K -777 -28%
HSWM
1845
Hubbell Strickland Wealth Management
Louisiana
$237K – – –
SIMM
1846
Stillwater Investment Management (Minnesota)
Minnesota
$237K +$20.2K +168 +9%
GTAM
1847
Global Trust Asset Management
Florida
$237K +$98.6K +819 +71%
WWA
1848
WC Walker & Associates
California
$237K +$237K +2,086 New
LDFR
1849
Lehman & Derafelo Financial Resources
Pennsylvania
$236K – – –
TAM
1850
Townsend Asset Management
North Carolina
$236K +$721 +6 +0.3%
72 73
74
75 76