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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 %
CI
1976
Cordant Inc
Oregon
$4K 30 – –
AJ
1977
Ashburton (Jersey)
Jersey
$4K 37 – –
CDIA
1978
Capital Directions Investment Advisors
Georgia
$4K 30 – –
UFF
1979
USA Financial Formulas
Michigan
$4K 33 +3 +10%
FEG
1980
Financial Enhancement Group
Indiana
$3K 21 – –
SIM
1981
Seaview Investment Managers
Florida
$3K 28 +28 New
SXL
1982
Summit X LLC
Missouri
$1.7K 1,238 +1,238 New
Koshinski Asset Management
1983
Koshinski Asset Management
Illinois
$1.07K 8,423 +136 +2%
EAM
1984
Eukles Asset Management
Ohio
$1K 10 – –
PCS
1985
Personal CFO Solutions
New Jersey
$1K 10,693 +2,137 +25%
SSW
1986
Smith Shellnut Wilson
Mississippi
$263 2,165 +117 +6%
FCA
1987
FinTrust Capital Advisors
South Carolina
$166 1,365 +176 +15%
KCM
1988
Kensico Capital Management
Connecticut
– – -1,145,000 Closed
Renaissance Technologies
1989
Renaissance Technologies
New York
– – -455,700 Closed
Parnassus Investments
1990
Parnassus Investments
California
– – -170,000 Closed
BWFA
1991
Baltimore-Washington Financial Advisors
Maryland
– – -119,567 Closed
JGC
1992
J. Goldman & Co
New York
– – -104,335 Closed
Squarepoint
1993
Squarepoint
New York
– – -94,123 Closed
ABTD
1994
Arvest Bank Trust Division
Oklahoma
– – -79,632 Closed
HF
1995
HRT Financial
New York
– – -63,294 Closed
CCM
1996
Cinctive Capital Management
New York
– – -51,258 Closed
TAF
1997
Tredje AP-fonden
Sweden
– – -50,522 Closed
GAM
1998
GVO Asset Management
Switzerland
– – -42,000 Closed
Flossbach Von Storch
1999
Flossbach Von Storch
Germany
– – -38,720 Closed
BAM
2000
Blueshift Asset Management
New Jersey
– – -33,192 Closed
78 79
80
81 82