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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,967
Holders Change
-104
Holders Change %
-5.02%
% of All Funds
43.45%
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
JPMorgan Chase & Co
New York
$753M
2
Charles Schwab
Charles Schwab
California
$1.24B
3
IFP
Independent Franchise Partners
United Kingdom
$385M
4
Capital World Investors
Capital World Investors
California
$495M
5
Vanguard Group
Vanguard Group
Pennsylvania
$8.42B

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$104M
3
Renaissance Technologies
Renaissance Technologies
New York
$0
4
Capital Research Global Investors
Capital Research Global Investors
California
$0
5
Goldman Sachs
Goldman Sachs
New York
$513M
Name Holding Trade Value Shares
Change 		Shares
Change %
QIM
2001
Quantitative Investment Management
Virginia
– -$2.14M -16,680 Closed
PRC
2002
Pearl River Capital
Michigan
– -$1.98M -15,449 Closed
WG
2003
Winton Group
United Kingdom
– -$1.93M -15,091 Closed
SCM
2004
Soros Capital Management
New York
– -$1.92M -14,958 Closed
AMI
2005
Amica Mutual Insurance
Rhode Island
– -$1.9M -14,828 Closed
JWCA
2006
J.W. Cole Advisors
Florida
– -$1.89M -14,747 Closed
MC
2007
Machina Capital
France
– -$1.71M -13,347 Closed
MF
2008
Magnetar Financial
Illinois
– -$1.59M -12,366 Closed
VNB
2009
Virginia National Bank
Virginia
– -$1.57M -12,239 Closed
QT
2010
Quantamental Technologies
New York
– -$1.45M -11,287 Closed
MCAI
2011
Members Capital Advisors Inc
Wisconsin
– -$1.43M -11,192 Closed
TLP
2012
Trinity Legacy Partners
Texas
– -$1.31M -10,022 Closed
NIT
2013
NumerixS Investment Technologies
British Columbia, Canada
– -$1.11M -8,655 Closed
DTL
2014
Dynamic Technology Lab
Singapore
– -$1.08M -8,437 Closed
PL
2015
Perpetual Ltd
Australia
– -$1.05M -8,217 Closed
HS
2016
Haafor (Singapore)
Singapore
– -$1.04M -8,094 Closed
KC
2017
Kepos Capital
New York
– -$1.01M -7,876 Closed
LCOV
2018
London Company of Virginia
Virginia
– -$974K -7,603 Closed
Hudson Bay Capital Management
2019
Hudson Bay Capital Management
Connecticut
– -$965K -7,531 Closed
BCM
2020
Bayesian Capital Management
New York
– -$960K -7,492 Closed
TCM
2021
Teza Capital Management
Illinois
– -$940K -7,336 Closed
WPA
2022
Winning Points Advisors
Florida
– -$925K -7,217 Closed
WKWM
2023
Walter & Keenan Wealth Management
Indiana
– -$858K -6,694 Closed
NIM
2024
NuWave Investment Management
New Jersey
– -$829K -6,471 Closed
GCP
2025
GSA Capital Partners
United Kingdom
– -$827K -6,455 Closed
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