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

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$104M
3
Renaissance Technologies
Renaissance Technologies
New York
$0
4
Capital Research Global Investors
Capital Research Global Investors
California
$0
5
Goldman Sachs
Goldman Sachs
New York
$513M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
1926
Ironwood Financial
Arizona
$17K +$11.4K +105 +202%
CAGAS
1927
Capital Advisory Group Advisory Services
Minnesota
$17K +$17K +162 New
RFWA
1928
RPg Family Wealth Advisory
Massachusetts
$16.6K – – –
CA
1929
Centerpoint Advisors
Massachusetts
$16K -$72.4K -674 -82%
LAS
1930
Lloyd Advisory Services
Georgia
$16K -$4.26K -41 -21%
FGAM
1931
Financial Gravity Asset Management
Texas
$15.7K -$11.6K -109 -43%
HCM
1932
Horrell Capital Management
Arkansas
$15K – – –
TFGT
1933
TS Financial Group (TSFG)
Illinois
$12K -$24.1K -233 -67%
LSA
1934
Lion Street Advisors
Texas
$12K +$12K +117 New
FP
1935
Financial Perspectives
Minnesota
$12K +$6.58K +62 +122%
FMP
1936
Financial Management Professionals
Texas
$11K – – –
MSFP
1937
Mark Sheptoff Financial Planning
Connecticut
$11K – – –
NEIRG
1938
New England Investment & Retirement Group
Massachusetts
$11K +$11K +105 New
RWG
1939
Regal Wealth Group
California
$8K – – –
CFO
1940
CVA Family Office
Colorado
$8K +$8K +78 New
CG
1941
Cutler Group
California
$7K -$1.33M -14,017 -99%
CRM
1942
Cramer Rosenthal McGlynn
Connecticut
$7K – – –
FIA
1943
FNY Investment Advisers
New York
$7K +$7K +75 New
MAWCM
1944
Mine & Arao Wealth Creation & Management
California
$6K – – –
LGWM
1945
Litman Gregory Wealth Management
California
$6K – – –
BCM
1946
Bourgeon Capital Management
Connecticut
$6K – – –
BHWM
1947
Bay Harbor Wealth Management
Maryland
$6K +$4.62K +40 +333%
OAM
1948
Optimal Asset Management
California
$5.29K +$2.95K +27,831 +126%
GC
1949
Globeflex Capital
California
$5K – – –
AIM
1950
Artemis Investment Management
United Kingdom
$4.8K +$4.8K +45,216 New
76 77
78
79 80