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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.

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
1
JPMorgan Chase & Co
New York
$753M
2
Charles Schwab
2
Charles Schwab
California
$1.24B
3
IFP
3
Independent Franchise Partners
United Kingdom
$385M
4
Capital World Investors
4
Capital World Investors
California
$495M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.42B

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$104M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$513M
Name Market Value Shares Shares
Change 		Shares
Change %
CANY
2026
Caxton Associates (New York)
New York
– – -6,001 Closed
MWP
2027
MYCIO Wealth Partners
Pennsylvania
– – -5,664 Closed
MSU
2028
Mizuho Securities USA
New York
– – -5,270 Closed
NICM
2029
Neo Ivy Capital Management
New York
– – -5,239 Closed
GAM
2030
GQ Asset Management
New York
– – -5,211 Closed
PI
2031
PEAK6 Investments
Illinois
– – -4,972 Closed
GAM
2032
Grandview Asset Management
Pennsylvania
– – -4,822 Closed
CCM
2033
Crabel Capital Management
California
– – -4,730 Closed
TC
2034
TwinBeech Capital
New York
– – -4,431 Closed
BHTS
2035
Bar Harbor Trust Services
Maine
– – -4,363 Closed
RIA
2036
Regal Investment Advisors
Michigan
– – -4,355 Closed
FVSAZ
2037
Flossbach von Storch AG Zurich
Switzerland
– – -4,250 Closed
ICM
2038
IMS Capital Management
Oregon
– – -4,105 Closed
WA
2039
Wheatland Advisors
Pennsylvania
– – -4,100 Closed
PWS
2040
Paragon Wealth Strategies
Florida
– – -4,088 Closed
Massachusetts Financial Services
2041
Massachusetts Financial Services
Massachusetts
– – -4,004 Closed
VCM
2042
Virtue Capital Management
Tennessee
– – -3,997 Closed
PAS
2043
Park Avenue Securities
New York
– – -3,996 Closed
RA
2044
Rational Advisors
New York
– – -3,719 Closed
AGM
2045
Alpine Global Management
New York
– – -3,687 Closed
OAM
2046
Oxford Asset Management
United Kingdom
– – -3,571 Closed
AA
2047
Argent Advisors
Louisiana
– – -3,561 Closed
BCM
2048
Bienville Capital Management
New York
– – -3,500 Closed
ARMT
2049
Amica Retiree Medical Trust
Rhode Island
– – -3,420 Closed
CFMC
2050
Curbstone Financial Management Corp
New Hampshire
– – -3,210 Closed
80 81
82
83 84