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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 %
ATFA
1926
All Terrain Financial Advisors
Minnesota
$189K -$491K -4,079 -72%
LAM
1927
Lountzis Asset Management
Pennsylvania
$189K – – –
IR
1928
IAT Reinsurance
New York
$189K – – –
CI
1929
CX Institutional
Indiana
$187K -$241 -2 -0.1%
SC
1930
Steph & Co
Wisconsin
$182K -$118K -980 -39%
RFA
1931
Reilly Financial Advisors
California
$182K -$14.6K -121 -7%
BBHBI
1932
B, B, H, & B Inc
Alabama
$182K +$182K +1,513 New
CWP
1933
Concord Wealth Partners
Virginia
$180K +$180K +1,499 New
ME
1934
McIlrath & Eck
Washington
$179K +$26.5K +220 +17%
MLFP
1935
MPS Loria Financial Planners
Illinois
$179K +$29.6K +250 +20%
MCA
1936
Mercer Capital Advisers
New Jersey
$178K – – –
LC
1937
Lindbrook Capital
California
$176K +$5.07K +42 +3%
FCA
1938
FinTrust Capital Advisors
South Carolina
$172K – – –
TI
1939
Truehand Inc
New Hampshire
$170K – – –
BDWM
1940
Brewin Dolphin Wealth Management
Ireland
$169K – – –
PIM
1941
Platinum Investment Management
Australia
$169K +$18.5K +154 +12%
JMF
1942
Johnson Midwest Financial
Iowa
$169K +$169K +1,408 New
CWC
1943
Carolinas Wealth Consulting
North Carolina
$165K +$55.3K +458 +50%
O
1944
Ossiam
France
$165K +$159K +1,321 +2,642%
CFD
1945
Creative Financial Designs
Indiana
$163K +$15.9K +132 +11%
FMP
1946
Financial Management Professionals
Texas
$162K +$20.6K +171 +15%
JIR
1947
James Investment Research
Ohio
$158K -$89.2K -740 -36%
LAI
1948
Legal Advantage Investments
California
$153K +$153K +1,272 New
RWB
1949
RMR Wealth Builders
New Jersey
$152K -$375K -3,108 -71%
LB
1950
Legacy Bridge
Iowa
$152K – – –
76 77
78
79 80