IBM icon

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 %
LFA
1826
Landmark Financial Advisors
Kentucky
$293K +$9.25K +66 +3%
NQWM
1827
Northwest Quadrant Wealth Management
Oregon
$293K +$10.4K +75 +4%
GKWIM
1828
Gerber Kawasaki Wealth & Investment Management
California
$293K +$70.9K +507 +32%
MWM
1829
Mattern Wealth Management
Kansas
$291K -$7.98K -60 -3%
HI
1830
Hoey Investments
Pennsylvania
$290K -$87.3K -624 -23%
MJB
1831
Mark J. Bradley
$290K -$5.88K -42 -2%
FMN
1832
Financial Management Network
California
$290K +$535 +4 +0.2%
PG
1833
Patten Group
Tennessee
$290K +$23.5K +168 +9%
GL
1834
Graypoint LLC
New York
$290K +$55.3K +394 +24%
FMP
1835
Financial Management Professionals
Texas
$290K +$88.2K +629 +44%
NEIRG
1836
New England Investment & Retirement Group
Massachusetts
$290K +$290K +2,068 New
PWM
1837
PRW Wealth Management
Massachusetts
$290K +$290K +2,069 New
AIM
1838
Aspen Investment Management
Michigan
$289K – – –
CBOR
1839
Community Bank of Raymore
Missouri
$287K – – –
AC
1840
Avestar Capital
New York
$286K -$86.4K -616 -23%
MHR
1841
Matthew Hamilton Rosenberg
$286K +$280 +2 +0.1%
MYLI
1842
Meiji Yasuda Life Insurance
Japan
$285K -$12.3K -88 -4%
CFO
1843
CVA Family Office
Colorado
$285K +$205K +1,461 +255%
M
1844
MOTCO
Texas
$284K -$14.7K -105 -5%
HFG
1845
Heron Financial Group
New York
$284K – – –
BOM
1846
Bank of Marin
California
$283K +$2.38K +17 +0.8%
CWM
1847
Concentric Wealth Management
California
$280K -$8.28K -59 -3%
BFG
1848
Barber Financial Group
Kansas
$280K – – –
VHAM
1849
Van Hulzen Asset Management
California
$279K -$46.9K -335 -14%
RPA
1850
Rock Point Advisors
Vermont
$279K -$6.04K -43 -2%
72 73
74
75 76