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
Name Holding Trade Value Shares
Change
Shares
Change %
EIP
1876
Ellis Investment Partners
Pennsylvania
$66K -$24.8K -248 -27%
RTC
1877
Riverview Trust Company
Washington
$66K +$6.64K +63 +11%
FMTCOCP
1878
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$65K
GWMIA
1879
Global Wealth Management Investment Advisory
Florida
$65K
MWA
1880
Moser Wealth Advisors
Washington
$64K
DCM
1881
Davis Capital Management
Florida
$64K +$64K +606 New
KFS
1882
Kelly Financial Services
Massachusetts
$63.7K +$11.7K +110 +22%
SL
1883
Salomon & Ludwin
Virginia
$63K
EI
1884
Ellevest Inc
New York
$63K +$28K +265 +80%
WCM
1885
Wealthcare Capital Management
Virginia
$57K -$3.28K -31 -5%
SAM
1886
S.A. Mason
Michigan
$57K
MG
1887
MilWealth Group
Wisconsin
$56.5K
CP
1888
Corbenic Partners
Pennsylvania
$56K +$41.5K +392 +286%
NG
1889
NWK Group
California
$55K
EWM
1890
EPG Wealth Management
Georgia
$52K +$29.4K +275 +130%
AW
1891
Avion Wealth
Texas
$46K +$46K +435 New
WIM
1892
Westside Investment Management
California
$44.5K +$44.5K +1,386 New
BBA
1893
Braun-Bostich & Associates
Pennsylvania
$44K -$5.26K -52 -11%
HIM
1894
Hillsdale Investment Management
Ontario, Canada
$43K
APW
1895
Acima Private Wealth
Virginia
$42K
KC
1896
Knuff & Co
California
$42K
LFG
1897
LifePlan Financial Group
Ohio
$40K +$11.1K +105 +39%
LF
1898
Lee Financial
Texas
$37K
SIAP
1899
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$37K
MIM
1900
Macroview Investment Management
Maryland
$36K