IBM icon

IBM
IBM

Overview Fund Activity

2,126 hedge funds and large institutions have $63.8B invested in IBM in 2020 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 754 increasing their positions, 892 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,126
Holders Change
+142
Holders Change %
+7.16%
% of All Funds
37.72%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.62%
New
271
Increased
754
Reduced
892
Closed
95
Calls
$1.69B
Puts
$2.11B
Net Calls
-$417M
Net Calls Change
-$115M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$297M
2
Franklin Resources
Franklin Resources
California
+$268M
3
Two Sigma Investments
Two Sigma Investments
New York
+$178M
4
BlackRock
BlackRock
New York
+$167M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$161M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$542M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$263M
3
Barclays
Barclays
United Kingdom
-$219M
4
State Street
State Street
Massachusetts
-$131M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
PBO
1901
Peoples Bank (Ohio)
Ohio
$208K +$208K +1,726 New
WFA
1902
Wade Financial Advisory
California
$207K – – –
TWP
1903
Tempus Wealth Planning
California
$207K – – –
JBA
1904
Johnson Bixby & Associates
Washington
$207K +$207K +1,718 New
TWM
1905
Trinity Wealth Management
Pennsylvania
$207K +$207K +1,720 New
BWM
1906
Birchcreek Wealth Management
Ohio
$207K +$207K +1,728 New
PIMG
1907
Patriot Investment Management Group
Tennessee
$206K -$25K -209 -11%
NFG
1908
Nadler Financial Group
Illinois
$206K -$19.8K -164 -9%
CA
1909
Capital Advantage
California
$206K – – –
PO
1910
Private Ocean
California
$205K -$35.9K -298 -15%
ARTA
1911
A.R.T. Advisors
New York
$205K +$205K +1,704 New
FCMT
1912
Founders Capital Management (Texas)
Texas
$205K +$205K +1,707 New
HF
1913
Halpern Financial
Virginia
$205K +$15.4K +128 +8%
WCM
1914
WealthBridge Capital Management
Ohio
$204K +$204K +1,693 New
TA
1915
TFG Advisers
Michigan
$203K -$78K -650 -28%
TF
1916
Trek Financial
Arizona
$203K -$10.8K -90 -5%
BWA
1917
BlueSky Wealth Advisors
North Carolina
$203K – – –
RB
1918
Renasant Bank
Mississippi
$203K +$203K +1,690 New
AIC
1919
Archer Investment Corporation
Indiana
$203K -$390K -3,243 -66%
IFAM
1920
Institutional & Family Asset Management
Colorado
$202K +$63.5K +527 +46%
GFPC
1921
Global Financial Private Client
Florida
$202K +$120 +1 +0.1%
TA
1922
Tectonic Advisors
Texas
$201K +$201K +1,666 New
SCM
1923
Salem Capital Management
Massachusetts
$201K +$201K +1,674 New
FMTCOCP
1924
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$199K – – –
MME
1925
Meag Munich Ergo
Germany
$189K -$2.12M -17,841 -92%
75 76
77
78 79