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
Name Holding Trade Value Shares
Change
Shares
Change %
CA
1901
Crewe Advisors
Utah
$91K
FWM
1902
Filbrandt Wealth Management
Wisconsin
$89K -$6.01K -52 -6%
LF
1903
Lee Financial
Texas
$89K +$48.2K +418 +118%
BCMIO
1904
Beacon Capital Management Inc (Ohio)
Ohio
$88K
CAL
1905
Capital Advisors Ltd
Ohio
$85K +$115 +1 +0.1%
CAGAS
1906
Capital Advisory Group Advisory Services
Minnesota
$85K +$66.3K +576 +356%
Barrow, Hanley, Mewhinney & Strauss
1907
Barrow, Hanley, Mewhinney & Strauss
Texas
$81K -$59.9K -518 -42%
HWA
1908
HHM Wealth Advisors
Tennessee
$80K
BSAM
1909
Blue Square Asset Management
New York
$77K +$77K +669 New
SFFS
1910
Stonehage Fleming Financial Services
Jersey
$76K -$181K -1,567 -70%
HGWM
1911
Harvest Group Wealth Management
Massachusetts
$73K
ACM
1912
AUA Capital Management
Pennsylvania
$72K
RTC
1913
Riverview Trust Company
Washington
$72K
AIM
1914
Arcadia Investment Management
Michigan
$71K +$36.4K +314 +105%
EIP
1915
Ellis Investment Partners
Pennsylvania
$69K -$5.06K -45 -7%
MWA
1916
Moser Wealth Advisors
Washington
$69K
KWM
1917
Keebeck Wealth Management
Illinois
$67K +$67K +582 New
DCM
1918
Davis Capital Management
Florida
$64K -$6.13K -53 -9%
FFC
1919
First Financial Corp
Indiana
$63K -$22.4K -193 -26%
SAM
1920
S.A. Mason
Michigan
$62K
MG
1921
MilWealth Group
Wisconsin
$61.5K
CCMIC
1922
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$60K -$84K -732 -58%
NG
1923
NWK Group
California
$60K
KFS
1924
Kelly Financial Services
Massachusetts
$57.8K -$11.6K -100 -17%
HA
1925
H2O AM
United Kingdom
$54K -$395K -3,400 -88%