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IBM
IBM

Overview Fund Activity

2,207 hedge funds and large institutions have $73.8B invested in IBM in 2021 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 936 increasing their positions, 799 reducing their positions, and 84 closing their positions.

Holders
2,207
Holders Change
+63
Holders Change %
+2.94%
% of All Funds
38.53%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.61%
New
173
Increased
936
Reduced
799
Closed
84
Calls
$2.28B
Puts
$2.34B
Net Calls
-$61.6M
Net Calls Change
+$475M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$676M
2
MWNA
2
Marshall Wace North America
New York
$150M
3
Goldman Sachs
3
Goldman Sachs
New York
$792M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$163M
5
DnB Asset Management
5
DnB Asset Management
Norway
$122M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
Franklin Resources
2
Franklin Resources
California
$621M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$63.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.29B
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TWM
1901
Titus Wealth Management
California
$250K 1,706 +153 +10%
SCM
1902
Salem Capital Management
Massachusetts
$249K 1,700 – –
ACM
1903
Alethea Capital Management
Washington
$249K 1,700 +1,700 New
SCI
1904
Stableford Capital II
Arizona
$248K 1,690 – –
OC
1905
Oarsman Capital
Wisconsin
$248K 1,690 +66 +4%
FC
1906
Financial Consulate
Maryland
$248K 1,695 +72 +4%
KM
1907
Kalos Management
Georgia
$247K 1,749 -69 -4%
TWP
1908
Tempus Wealth Planning
California
$247K 1,684 – –
TA
1909
TFG Advisers
Michigan
$247K 1,685 +13 +0.8%
HF
1910
Halpern Financial
Virginia
$246K 1,681 – –
VCP
1911
Vista Capital Partners
Oregon
$246K 1,680 -12 -0.7%
SCA
1912
STALEY CAPITAL ADVISERS
Pennsylvania
$246K 1,678 +131 +8%
DA
1913
Doliver Advisors
Texas
$246K 1,681 +1,681 New
EW
1914
Evoke Wealth
California
$245K 1,670 -52 -3%
VFM
1915
Vivid Financial Management
California
$245K 1,669 -11 -0.7%
BWM
1916
Birchcreek Wealth Management
Ohio
$245K 1,674 – –
HCM
1917
Hollencrest Capital Management
California
$245K 1,671 +1,671 New
AC
1918
Apella Capital
Connecticut
$244K 1,663 -803 -33%
FH
1919
FWG Holdings
Florida
$244K 1,665 +1,665 New
CWA
1920
Carolina Wealth Advisors
South Carolina
$243K 1,660 -43 -3%
EDRIA
1921
Edmonds Duncan Registered Investment Advisors
Kansas
$242K 1,649 – –
VCWA
1922
Vanguard Capital Wealth Advisors
Colorado
$242K 1,652 +10 +0.6%
HCP
1923
Hexagon Capital Partners
Arkansas
$242K 1,652 +357 +28%
TWM
1924
Trinity Wealth Management
Pennsylvania
$241K 1,644 – –
VWA
1925
V Wealth Advisors
Kansas
$240K 1,631 -200 -11%
75 76
77
78 79