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
Name Holding Trade Value Shares
Change
Shares
Change %
CBT
1951
Central Bank & Trust
Kentucky
$152K
EI
1952
Ellevest Inc
New York
$152K +$30.8K +256 +25%
SN
1953
Sittner & Nelson
Oregon
$152K +$152K +1,264 New
CIA
1954
Cascade Investment Advisors
Oregon
$151K -$12.6K -105 -8%
HS
1955
Horan Securities
United States
$151K -$8.2K -68 -5%
NFSG
1956
Newbridge Financial Services Group
Florida
$149K -$12.3K -102 -8%
RDFA
1957
Ritter Daniher Financial Advisory
Ohio
$149K +$149K +1,234 New
LWA
1958
Lenox Wealth Advisors
New York
$148K +$38.7K +322 +35%
SAS
1959
Stelac Advisory Services
New York
$147K +$147K +1,221 New
CAM
1960
Close Asset Management
United Kingdom
$146K +$12.5K +104 +9%
AWG
1961
Altus Wealth Group
Colorado
$146K +$146K +1,213 New
POIA
1962
Pin Oak Investment Advisors
Texas
$145K
KPCM
1963
Kings Point Capital Management
New York
$144K -$62.2K -518 -30%
HCP
1964
Hexagon Capital Partners
Arkansas
$141K +$10.7K +89 +8%
SSC
1965
Syverson Strege & Co
Iowa
$141K +$141K +1,176 New
MA
1966
MCF Advisors
Kentucky
$138K -$71.8K -599 -34%
ICM
1967
Invenomic Capital Management
Massachusetts
$137K +$137K +1,135 New
MWP
1968
Meridian Wealth Partners
Pennsylvania
$135K
PK
1969
Pflug Koory
Nebraska
$135K
COCM
1970
Charter Oak Capital Management
New Hampshire
$131K +$131K +1,091 New
FNBOSM
1971
First National Bank of South Miami
Florida
$127K -$4.83K -40 -4%
HFA
1972
HC Financial Advisors
California
$126K -$5.42K -45 -4%
PFA
1973
Professional Financial Advisors
Nebraska
$126K
PP
1974
PrairieView Partners
Minnesota
$125K -$60.3K -500 -33%
BDS
1975
Banco de Sabadell
Florida
$125K