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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.

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
1
JPMorgan Chase & Co
New York
$753M
2
Charles Schwab
2
Charles Schwab
California
$1.24B
3
IFP
3
Independent Franchise Partners
United Kingdom
$385M
4
Capital World Investors
4
Capital World Investors
California
$495M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.42B

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$104M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$513M
Name Market Value Shares Shares
Change 		Shares
Change %
TWP
1951
TFO Wealth Partners
Ohio
$4K 38 -87 -70%
CDIA
1952
Capital Directions Investment Advisors
Georgia
$3K 30 -600 -95%
CI
1953
Cordant Inc
Oregon
$3K 30 – –
LPWM
1954
Lake Point Wealth Management
Texas
$3K 24 +24 New
FCH
1955
Freestone Capital Holdings
Washington
$2.28K 20,524 -18,918 -48%
WAS
1956
Winch Advisory Services
Wisconsin
$2K 18 – –
FEG
1957
Financial Enhancement Group
Indiana
$2K 21 – –
UFF
1958
USA Financial Formulas
Michigan
$2K 21 +4 +24%
SMH
1959
Sanders Morris Harris
Texas
$2K 13,525 +8,660 +178%
LCC
1960
Lincoln Capital Corp
Rhode Island
$1.19K 10,750 +10,750 New
CCT
1961
Capital City Trust
Florida
$1.02K 9,218 +85 +0.9%
NL
1962
NWAM LLC
Washington
$1.02K 9,162 -620 -6%
AS
1963
Altshuler Shaham
Israel
$1K 6 – –
NR
1964
Newfound Research
Massachusetts
$1K 9 – –
EAM
1965
Eukles Asset Management
Ohio
$1K 10 – –
IWP
1966
IAG Wealth Partners
Wisconsin
$1K 8 – –
MWC
1967
MBM Wealth Consultants
Missouri
$1K 13 – –
WA
1968
WBH Advisory
Maryland
$551 4,972 -288 -5%
TI
1969
tru Independence
Oregon
$88 786 – –
CSIA
1970
Charles Schwab Investment Advisory
California
– – -3,025,878 Closed
Renaissance Technologies
1971
Renaissance Technologies
New York
– – -1,546,900 Closed
Capital Research Global Investors
1972
Capital Research Global Investors
California
– – -1,443,535 Closed
Voloridge Investment Management
1973
Voloridge Investment Management
Florida
– – -210,189 Closed
Squarepoint
1974
Squarepoint
New York
– – -164,784 Closed
SCM
1975
Stevens Capital Management
Pennsylvania
– – -136,455 Closed
77 78
79
80 81