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IBM
IBM

Overview Fund Activity

1,987 hedge funds and large institutions have $62.1B invested in IBM in 2020 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 825 increasing their positions, 769 reducing their positions, and 114 closing their positions.

Holders
1,987
Holders Change
+20
Holders Change %
+1.02%
% of All Funds
40.84%
Holding in Top 10
44
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.38%
% of All Funds
0.9%
New
154
Increased
825
Reduced
769
Closed
114
Calls
$1.42B
Puts
$1.65B
Net Calls
-$228M
Net Calls Change
+$14.8M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$566M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$1.05B
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$246M
4
Franklin Resources
4
Franklin Resources
California
$256M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$198M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$41.9M
2
Victory Capital Management
2
Victory Capital Management
Texas
$93.2M
3
BlackRock
3
BlackRock
New York
$7.37B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.06B
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$59.8M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1976
Globeflex Capital
California
$6K 47 – –
BCM
1977
Bourgeon Capital Management
Connecticut
$6K 50 – –
CQS
1978
Credential Qtrade Securities
$5.19K 43 -150 -78%
AJ
1979
Ashburton (Jersey)
Jersey
$4K 37 -231 -86%
CI
1980
Cordant Inc
Oregon
$4K 30 – –
CDIA
1981
Capital Directions Investment Advisors
Georgia
$4K 30 – –
UFF
1982
USA Financial Formulas
Michigan
$4K 30 +9 +43%
CMBA
1983
C.M. Bidwell & Associates
Hawaii
$4K 34 +34 New
FEG
1984
Financial Enhancement Group
Indiana
$3K 21 – –
MWA
1985
MFA Wealth Advisors
Pennsylvania
$2.9K 24 +24 New
WAS
1986
Winch Advisory Services
Wisconsin
$2K 18 – –
FCH
1987
Freestone Capital Holdings
Washington
$1.65K 13,627 -6,897 -34%
EAM
1988
Eukles Asset Management
Ohio
$1K 10 – –
NA
1989
Nottingham Advisors
New York
$336 2,794 – –
TI
1990
tru Independence
Oregon
$121 1,005 +219 +28%
PIF
1991
Public Investment Fund
Saudi Arabia
– – -700,000 Closed
Lord, Abbett & Co
1992
Lord, Abbett & Co
New Jersey
– – -225,087 Closed
PIA
1993
Piedmont Investment Advisors
North Carolina
– – -125,515 Closed
CA
1994
Commerzbank Aktiengesellschaft
Germany
– – -122,652 Closed
Two Sigma Advisers
1995
Two Sigma Advisers
New York
– – -99,200 Closed
KWILP
1996
Kiwi Wealth Investments Limited Partnership
New Zealand
– – -65,858 Closed
CM
1997
Capula Management
Cayman Islands
– – -48,811 Closed
LP
1998
LMR Partners
United Kingdom
– – -45,873 Closed
ERSOT
1999
Employees Retirement System of Texas
Texas
– – -43,500 Closed
AIM
2000
Artemis Investment Management
United Kingdom
– – -43,228 Closed
78 79
80
81 82