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IBM
IBM

Overview Fund Activity

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

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$297M
2
Franklin Resources
Franklin Resources
California
+$268M
3
Two Sigma Investments
Two Sigma Investments
New York
+$178M
4
BlackRock
BlackRock
New York
+$167M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$161M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$542M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$263M
3
Barclays
Barclays
United Kingdom
-$219M
4
State Street
State Street
Massachusetts
-$131M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
1976
Arcadia Investment Management
Michigan
$124K – – –
LAS
1977
Lloyd Advisory Services
Georgia
$121K -$8.43K -70 -7%
SFA
1978
Semmax Financial Advisors
North Carolina
$121K -$2.89K -24 -2%
OAJ
1979
Ogorek Anthony Joseph
New York
$121K – – –
FFA
1980
Freedman Financial Associates
Massachusetts
$120K +$120K +994 New
VBCG
1981
Valley Brook Capital Group
Pennsylvania
$119K +$119K +995 New
LFG
1982
Larson Financial Group
Missouri
$118K – – –
RA
1983
Reby Advisors
Connecticut
$114K +$114K +946 New
WWM
1984
Wolff Wiese Magana
California
$114K +$114K +948 New
PS
1985
Planned Solutions
California
$113K -$70.4K -586 -38%
LJHT
1986
Laurie J. Hall Trustee
$108K -$9.57K -79 -8%
JFA
1987
JNBA Financial Advisors
Minnesota
$108K -$3K -25 -3%
BCM
1988
Blume Capital Management
California
$106K – – –
BG
1989
Bollard Group
Massachusetts
$101K -$49.7K -412 -33%
GC
1990
Grace Capital
Massachusetts
$98K -$129K -1,075 -57%
PG
1991
Proffitt & Goodson
Tennessee
$98K – – –
FPB
1992
First PREMIER Bank
South Dakota
$96K +$15.8K +131 +20%
LF
1993
Lee Financial
Texas
$93K – – –
CAGAS
1994
Capital Advisory Group Advisory Services
Minnesota
$92K +$3.48K +29 +4%
GWM
1995
Greenhouse Wealth Management
Connecticut
$92K +$92K +768 New
BCMIO
1996
Beacon Capital Management Inc (Ohio)
Ohio
$91K – – –
BSSFA
1997
Baron Silver Stevens Financial Advisors
Florida
$89K +$89K +744 New
DWM
1998
Defined Wealth Management
Oregon
$86K +$86K +711 New
MWA
1999
Moser Wealth Advisors
Washington
$85K – – –
TFO
2000
Tarbox Family Office
California
$82K -$32.8K -272 -29%
78 79
80
81 82