IBM icon

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
43.46%
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 %
Lord, Abbett & Co
176
Lord, Abbett & Co
New Jersey
$25M 225,087 -8,600 -4%
Nomura Asset Management
177
Nomura Asset Management
Japan
$24.3M 219,331 +29,162 +15%
KCM
178
Kornitzer Capital Management
Kansas
$24.3M 218,679 +2,125 +1%
WG
179
Welch Group
Alabama
$24.1M 217,015 +31,899 +17%
ZCM
180
Ziegler Capital Management
Illinois
$24M 216,622 +216,622 New
GIBU
181
Gulf International Bank (UK)
United Kingdom
$23.7M 213,359 +1,377 +0.6%
Mackenzie Financial
182
Mackenzie Financial
Ontario, Canada
$23.3M 210,031 -52,829 -20%
KBC Group
183
KBC Group
Belgium
$22.6M 203,624 -27,487 -12%
AA
184
ALPS Advisors
Colorado
$22.6M 203,417 -57,791 -22%
SOMRS
185
State of Michigan Retirement System
Michigan
$22.5M 202,987 -11,200 -5%
Cambridge Investment Research Advisors
186
Cambridge Investment Research Advisors
Iowa
$22.3M 201,056 +16,706 +9%
LCS
187
Levin Capital Strategies
New York
$22.1M 198,962 +18,678 +10%
Bank Julius Baer & Co
188
Bank Julius Baer & Co
Switzerland
$22M 198,501 +198,501 New
XK
189
Xact Kapitalforvaltning
Sweden
$21.9M 197,537 +3,095 +2%
TF
190
TIAA FSB
Florida
$21.9M 197,247 +85,895 +77%
SOADOR
191
State of Alaska Department of Revenue
Alaska
$21.3M 191,745 +10,056 +6%
Creative Planning
192
Creative Planning
Kansas
$21M 189,053 +3,968 +2%
OA
193
Oak Associates
Ohio
$20.3M 182,686 -1,430 -0.8%
VDI
194
Vaughan David Investments
Illinois
$20.1M 180,773 -649 -0.4%
GAM
195
Gotham Asset Management
New York
$19.6M 176,470 +18,305 +12%
GT
196
Glenview Trust
Kentucky
$18.8M 169,884 -8,797 -5%
URS
197
Utah Retirement Systems
Utah
$18.8M 169,305 – –
LF
198
Lannebo Fonder
Sweden
$18.7M 169,000 +14,000 +9%
UCFA
199
United Capital Financial Advisors
Texas
$18.7M 168,642 -184,815 -52%
Public Employees Retirement Association of Colorado
200
Public Employees Retirement Association of Colorado
Colorado
$18.6M 167,932 +11,264 +7%
6 7
8
9 10