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IBM
IBM

Overview Fund Activity

1,984 hedge funds and large institutions have $61.7B invested in IBM in 2020 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 791 increasing their positions, 818 reducing their positions, and 103 closing their positions.

Holders
1,984
Holders Change
-3
Holders Change %
-0.15%
% of All Funds
40.14%
Holding in Top 10
39
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.36%
% of All Funds
0.79%
New
118
Increased
791
Reduced
818
Closed
103
Calls
$1.46B
Puts
$1.76B
Net Calls
-$302M
Net Calls Change
-$73.8M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$959M
2
Franklin Resources
2
Franklin Resources
California
$421M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.13B
4
N
4
Natixis
France
$115M
5
IFP
5
Independent Franchise Partners
United Kingdom
$528M

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$524M
2
Ameriprise
2
Ameriprise
Minnesota
$785M
3
KCM
3
Kensico Capital Management
Connecticut
$0
4
State Street
4
State Street
Massachusetts
$6.45B
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$46.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CMA
1951
Cedar Mountain Advisors
Oregon
$24K 200 – –
FQ
1952
First Quadrant
California
$24K 200 – –
BCA
1953
Bray Capital Advisors
Florida
$23K 190 – –
TCCM
1954
Timber Creek Capital Management
Massachusetts
$21K 175 – –
CA
1955
Centerpoint Advisors
Massachusetts
$17K 142 – –
HCM
1956
Horrell Capital Management
Arkansas
$17K 139 – –
NIM
1957
NuWave Investment Management
New Jersey
$16K 136 -3,187 -96%
CIAS
1958
CBIZ Investment Advisory Services
Ohio
– – – –
FP
1959
Financial Perspectives
Minnesota
$15.1K 124 – –
MSFP
1960
Mark Sheptoff Financial Planning
Connecticut
$12K 100 – –
EP
1961
Elkhorn Partners
Nebraska
$12K 100 +100 New
DI
1962
Disciplined Investments
Oklahoma
$10K 79 -1,512 -95%
RWG
1963
Regal Wealth Group
California
$9K 76 – –
PHK
1964
Point72 Hong Kong
Hong Kong
$9K 70 +70 New
CRM
1965
Cramer Rosenthal McGlynn
Connecticut
$8K 65 – –
FIA
1966
FNY Investment Advisers
New York
$7K 62 – –
EWA
1967
Evolution Wealth Advisors
Florida
$7K 57 – –
JWM
1968
Janiczek Wealth Management
Colorado
$7K 54 +54 New
O
1969
Ossiam
France
$6K 48 -55,444 -100%
GC
1970
Globeflex Capital
California
$6K 47 – –
LGWM
1971
Litman Gregory Wealth Management
California
$6K 50 – –
TFGT
1972
TS Financial Group (TSFG)
Illinois
$6K 51 – –
MAWCM
1973
Mine & Arao Wealth Creation & Management
California
$6K 50 – –
CQS
1974
Credential Qtrade Securities
$5.23K 43 – –
WAS
1975
Winch Advisory Services
Wisconsin
$5K 40 +22 +122%
77 78
79
80 81