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IBM
IBM

Overview Fund Activity

1,987 hedge funds and large institutions have $62.1B invested in IBM in 2020 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 825 increasing their positions, 769 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,987
Holders Change
+20
Holders Change %
+1.02%
% of All Funds
40.84%
Holding in Top 10
44
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.38%
% of All Funds
0.9%
New
154
Increased
825
Reduced
769
Closed
114
Calls
$1.42B
Puts
$1.65B
Net Calls
-$228M
Net Calls Change
+$14.8M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$566M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$1.05B
3
Federated Hermes
Federated Hermes
Pennsylvania
$246M
4
Franklin Resources
Franklin Resources
California
$256M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$198M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$41.9M
2
Victory Capital Management
Victory Capital Management
Texas
$93.2M
3
BlackRock
BlackRock
New York
$7.37B
4
Vanguard Group
Vanguard Group
Pennsylvania
$9.06B
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$59.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RDWM
1876
Red Door Wealth Management
Tennessee
$127K -$1.38K -12 -1%
HFA
1877
HC Financial Advisors
California
$126K -$42.3K -366 -25%
C
1878
Cerebellum
California
$126K +$126K +860 New
FMP
1879
Financial Management Professionals
Texas
$126K +$114K +992 +963%
OAJ
1880
Ogorek Anthony Joseph
New York
$118K – – –
CFG
1881
CKW Financial Group
Hawaii
$117K +$455 +4 +0.4%
EI
1882
Ellevest Inc
New York
$115K +$46K +398 +67%
LFG
1883
Larson Financial Group
Missouri
$113K +$13.2K +115 +13%
KIG
1884
Kessler Investment Group
Indiana
$111K +$30.8K +268 +38%
RIM
1885
Rockbridge Investment Management
New York
$111K +$111K +964 New
KLWA
1886
Kelly Lawrence W & Associates
California
$109K – – –
JFA
1887
JNBA Financial Advisors
Minnesota
$107K -$2.31K -20 -2%
PW
1888
Price Wealth
Texas
$107K +$10.6K +92 +11%
WAM
1889
Wolverine Asset Management
Illinois
$106K +$106K +923 New
TFO
1890
Tarbox Family Office
California
$104K -$1.15K -10 -1%
NPP
1891
New Potomac Partners
Maryland
$103K – – –
BCM
1892
Blume Capital Management
California
$101K – – –
EWM
1893
Elmwood Wealth Management
California
$100K -$25.1K -217 -20%
ME
1894
McIlrath & Eck
Washington
$100K +$116 +1 +0.1%
BL
1895
Balentine LLC
Georgia
$99K -$31.8K -274 -24%
VC
1896
Veracity Capital
Georgia
$96K +$96K +76,437 New
EWM
1897
Edge Wealth Management
New York
$95K -$568K -4,911 -86%
CWC
1898
Carolinas Wealth Consulting
North Carolina
$95K +$95K +823 New
PG
1899
Proffitt & Goodson
Tennessee
$94K +$5.54K +48 +6%
1832 Asset Management
1900
1832 Asset Management
Ontario, Canada
$92K -$7.29M -63,530 -99%
74 75
76
77 78