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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 %
FM
1851
Family Management
New York
$279K – – –
SMG
1852
Spectrum Management Group
Indiana
$279K – – –
SFWC
1853
Strategic Family Wealth Counselors
New Jersey
$279K – – –
WWA
1854
WC Walker & Associates
California
$279K – – –
FMT
1855
First Mercantile Trust
Tennessee
$279K +$279K +1,987 New
XWM
1856
Xcel Wealth Management
Florida
$279K +$279K +1,987 New
SLA
1857
Silver Lake Advisory
Utah
$278K – – –
LFA
1858
Legacy Financial Advisors
Kentucky
$277K -$62.7K -447 -18%
TAM
1859
Townsend Asset Management
North Carolina
$277K -$10.2K -73 -4%
TSS
1860
Two Sigma Securities
New York
$277K +$277K +1,979 New
FDCC
1861
Foster Dykema Cabot & Co
Massachusetts
$276K -$4.77K -34 -2%
HSWM
1862
Hubbell Strickland Wealth Management
Louisiana
$276K – – –
EWA
1863
Encompass Wealth Advisors
Oregon
$276K +$419 +3 +0.2%
ACA
1864
Aptus Capital Advisors
Alabama
$276K +$276K +1,970 New
DI
1865
Disciplined Investments
Oklahoma
$275K – – –
LDFR
1866
Lehman & Derafelo Financial Resources
Pennsylvania
$274K – – –
UH
1867
Unigestion Holding
Switzerland
$273K -$1.85M -13,249 -87%
NFG
1868
Nadler Financial Group
Illinois
$273K -$3.78K -27 -1%
CP
1869
Castleview Partners
Texas
$272K +$272K +1,941 New
BWAM
1870
Boyd Watterson Asset Management
Ohio
$271K -$1.96K -14 -0.7%
QCM
1871
Quest Capital Management
Texas
$271K +$5.75K +41 +2%
TWM
1872
Triton Wealth Management
Arizona
$271K +$271K +1,980 New
PIA
1873
Powell Investment Advisors
Florida
$270K +$140 +1 +0.1%
BIP
1874
Blueprint Investment Partners
North Carolina
$267K -$14.3K -102 -5%
CT
1875
Columbia Trust
Oregon
$267K +$40.6K +289 +18%
73 74
75
76 77