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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 %
MERSOM
2001
Municipal Employees' Retirement System of Michigan
Michigan
– – -25,670 Closed
SM
2002
Sciencast Management
New Jersey
– – -22,433 Closed
Capstone Investment Advisors
2003
Capstone Investment Advisors
New York
– – -21,388 Closed
BRWM
2004
B. Riley Wealth Management
Tennessee
– – -16,253 Closed
Tudor Investment Corp
2005
Tudor Investment Corp
Connecticut
– – -13,377 Closed
BCM
2006
Bayesian Capital Management
New York
– – -13,178 Closed
CCWA
2007
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– – -12,656 Closed
NL
2008
NWAM LLC
Washington
– – -12,591 Closed
GIC
2009
Gantzert Investment Company
Illinois
– – -11,410 Closed
PRC
2010
Pearl River Capital
Michigan
– – -11,251 Closed
FC
2011
FORA Capital
Florida
– – -9,658 Closed
TA
2012
TCG Advisors
Texas
– – -9,393 Closed
OAM
2013
Occidental Asset Management
California
– – -9,373 Closed
SCM
2014
Seascape Capital Management
New Hampshire
– – -9,305 Closed
DTL
2015
Dynamic Technology Lab
Singapore
– – -9,053 Closed
AGM
2016
Alpine Global Management
New York
– – -8,988 Closed
TI
2017
Trexquant Investment
Connecticut
– – -8,951 Closed
PWSG
2018
Pacific Wealth Strategies Group
California
– – -8,514 Closed
EWA
2019
EP Wealth Advisors
California
– – -7,446 Closed
SCM
2020
Stevens Capital Management
Pennsylvania
– – -7,342 Closed
RIA
2021
Regal Investment Advisors
Michigan
– – -5,843 Closed
AL
2022
AJO LP
Pennsylvania
– – -5,504 Closed
PCM
2023
Pennsylvania Capital Management
Pennsylvania
– – -4,838 Closed
PP
2024
Professional Planning
California
– – -4,838 Closed
BHB
2025
Bank Hapoalim BM
Israel
– – -4,832 Closed
79 80
81
82 83