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

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$104M
3
Renaissance Technologies
Renaissance Technologies
New York
$0
4
Capital Research Global Investors
Capital Research Global Investors
California
$0
5
Goldman Sachs
Goldman Sachs
New York
$513M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1851
Blume Capital Management
California
$93K – – –
LFG
1852
Larson Financial Group
Missouri
$92K -$2.97K -28 -3%
PAI
1853
Pittenger & Anderson Inc
Nebraska
$92K +$2.77K +26 +3%
ME
1854
McIlrath & Eck
Washington
$91K +$7.18K +68 +9%
CCM
1855
Cribstone Capital Management
Maine
$90K -$4.25K -40 -5%
CS
1856
Capital Square
Tennessee
$90K +$90K +847 New
PW
1857
Price Wealth
Texas
$89K – – –
FWM
1858
Filbrandt Wealth Management
Wisconsin
$87K +$5.93K +56 +7%
GCM
1859
Gables Capital Management
Florida
$87K +$6.58K +62 +8%
CA
1860
Crewe Advisors
Utah
$84K – – –
PAM
1861
Paradigm Asset Management
New York
$83.2K – – –
BCMIO
1862
Beacon Capital Management Inc (Ohio)
Ohio
$81K – – –
PG
1863
Proffitt & Goodson
Tennessee
$81K +$5.6K +53 +7%
ETC
1864
Exchange Traded Concepts
Oklahoma
$78K -$1.49M -14,023 -95%
FFC
1865
First Financial Corp
Indiana
$78K -$5.5K -52 -7%
CAL
1866
Capital Advisors Ltd
Ohio
$78K +$212 +2 +0.3%
HWA
1867
HHM Wealth Advisors
Tennessee
$74K +$74K +693 New
KIG
1868
Kessler Investment Group
Indiana
$74K +$74K +697 New
PA
1869
Procyon Advisors
Connecticut
$70K – – –
FPB
1870
First PREMIER Bank
South Dakota
$69K – – –
HGWM
1871
Harvest Group Wealth Management
Massachusetts
$67K – – –
ACM
1872
AUA Capital Management
Pennsylvania
$67K – – –
GCM
1873
Grisanti Capital Management
New York
$67K – – –
AWM
1874
Atticus Wealth Management
Florida
$67K +$22.4K +210 +50%
NL
1875
NVWM LLC
Pennsylvania
$67K +$67K +631 New
73 74
75
76 77