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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
1
JPMorgan Chase & Co
New York
$753M
2
Charles Schwab
2
Charles Schwab
California
$1.24B
3
IFP
3
Independent Franchise Partners
United Kingdom
$385M
4
Capital World Investors
4
Capital World Investors
California
$495M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.42B

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$104M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$513M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
1901
Arcadia Investment Management
Michigan
$32K +$8.38K +78 +35%
HFS
1902
HBC Financial Services
Washington
$31K +$10.4K +105 +50%
PCFFS
1903
Pacific Center for Financial Services
California
$30K -$22.9K -215 -43%
AJ
1904
Ashburton (Jersey)
Jersey
$30K – – –
SMG
1905
Spectrum Management Group
Indiana
$29K -$184K -1,717 -86%
SFPG
1906
Stonebridge Financial Planning Group
Florida
$29K -$9.13K -80 -24%
SFG
1907
Sowa Financial Group
Rhode Island
$28K -$11.3K -106 -29%
BAM
1908
Bellevue Asset Management
Washington
$28K – – –
AC
1909
AlphaCore Capital
California
$28K +$28K +268 New
LWA
1910
Lenox Wealth Advisors
New York
$27K -$3.93K -37 -13%
SQA
1911
Simon Quick Advisors
New Jersey
$23K -$17.4K -163 -43%
MFT
1912
Moisand Fitzgerald Tamayo
Florida
$23K +$12K +114 +109%
WPA
1913
West Paces Advisors
Georgia
$22.2K -$8.6K -81 -28%
NCM
1914
New Capital Management
Texas
$22K -$23.7K -226 -52%
CIAS
1915
CBIZ Investment Advisory Services
Ohio
$22K -$27K – –
FQ
1916
First Quadrant
California
$22K – – –
H
1917
Hexavest
Quebec, Canada
$22K +$9.94K +94 +82%
CMA
1918
Cedar Mountain Advisors
Oregon
$22K +$22K +209 New
CQS
1919
Credential Qtrade Securities
$21.4K +$4.56K +43 +27%
BCA
1920
Bray Capital Advisors
Florida
$21K -$31.2K -296 -60%
LWM
1921
Lenox Wealth Management
Ohio
$20K -$57.7K -563 -74%
TA
1922
Thor Advisors
New York
$20K +$20K +192 New
TCCM
1923
Timber Creek Capital Management
Massachusetts
$19K – – –
FBT
1924
First Bank & Trust
South Dakota
$18K +$18K +167 New
MWM
1925
MBE Wealth Management
Wisconsin
$18K +$18K +178 New
75 76
77
78 79