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 %
PWMG
1926
Prestige Wealth Management Group
New Jersey
$54K -$77.4K -672 -59%
APWA
1927
Atlas Private Wealth Advisors
New Jersey
$54K +$54K +465 New
CCM
1928
Cribstone Capital Management
Maine
$52K -$45.4K -395 -47%
GWMIA
1929
Global Wealth Management Investment Advisory
Florida
$51K -$20.7K -178 -29%
BBA
1930
Braun-Bostich & Associates
Pennsylvania
$50K
AW
1931
Avion Wealth
Texas
$50K
WIM
1932
Westside Investment Management
California
$48.4K
HIM
1933
Hillsdale Investment Management
Ontario, Canada
$47K
APW
1934
Acima Private Wealth
Virginia
$46K
KC
1935
Knuff & Co
California
$46K
BWFA
1936
Baltimore-Washington Financial Advisors
Maryland
$46K +$46K +125,067 New
NL
1937
NVWM LLC
Pennsylvania
$43K -$29.9K -259 -41%
SIAP
1938
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$40K
MIM
1939
Macroview Investment Management
Maryland
$39K
CC
1940
Colrain Capital
Massachusetts
$36K -$239K -2,081 -87%
LWA
1941
Lenox Wealth Advisors
New York
$36K +$6.88K +60 +24%
IF
1942
Ironwood Financial
Arizona
$36K +$17.9K +155 +99%
PCFFS
1943
Pacific Center for Financial Services
California
$33K
SFG
1944
Sowa Financial Group
Rhode Island
$30K
CFO
1945
CVA Family Office
Colorado
$30K +$21.1K +184 +236%
TFA
1946
Transamerica Financial Advisors
Florida
$30K +$30K +259 New
SFPG
1947
Stonebridge Financial Planning Group
Florida
$29K
BAM
1948
Bellevue Asset Management
Washington
$27K
WPA
1949
West Paces Advisors
Georgia
$24.2K
H
1950
Hexavest
Quebec, Canada
$24K