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IBM
IBM

Overview Fund Activity

1,987 hedge funds and large institutions have $62.1B invested in IBM in 2020 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 825 increasing their positions, 769 reducing their positions, and 114 closing their positions.

Holders
1,987
Holders Change
+20
Holders Change %
+1.02%
% of All Funds
40.84%
Holding in Top 10
44
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.38%
% of All Funds
0.9%
New
154
Increased
825
Reduced
769
Closed
114
Calls
$1.42B
Puts
$1.65B
Net Calls
-$228M
Net Calls Change
+$14.8M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$566M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$1.05B
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$246M
4
Franklin Resources
4
Franklin Resources
California
$256M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$198M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$41.9M
2
Victory Capital Management
2
Victory Capital Management
Texas
$93.2M
3
BlackRock
3
BlackRock
New York
$7.37B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.06B
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$59.8M
Name Market Value Shares Shares
Change 		Shares
Change %
ER
2026
Enlightenment Research
Florida
– – -8,400 Closed
LOAMS
2027
Lombard Odier Asset Management (Switzerland)
Switzerland
– – -8,238 Closed
BMC
2028
Beaton Management Company
Massachusetts
– – -8,010 Closed
LOAME
2029
Lombard Odier Asset Management (Europe)
United Kingdom
– – -7,940 Closed
Capital Fund Management (CFM)
2030
Capital Fund Management (CFM)
France
– – -7,472 Closed
VI
2031
Versor Investments
New York
– – -7,000 Closed
BAAM
2032
Baker Avenue Asset Management
California
– – -6,970 Closed
TFCP
2033
Twin Focus Capital Partners
Massachusetts
– – -6,912 Closed
SCP
2034
Sandhill Capital Partners
New York
– – -6,409 Closed
DC
2035
Diametric Capital
Massachusetts
– – -6,268 Closed
RG
2036
Renaissance Group
Kentucky
– – -5,932 Closed
PD
2037
Planning Directions
Pennsylvania
– – -5,393 Closed
ISB
2038
Iowa State Bank
Iowa
– – -5,240 Closed
MIS
2039
Morningstar Investment Services
Illinois
– – -5,165 Closed
AAI
2040
American Assets Inc
California
– – -5,000 Closed
CT
2041
Columbia Trust
Oregon
– – -4,746 Closed
SEC
2042
Seven Eight Capital
New York
– – -4,700 Closed
DFG
2043
DWM Financial Group
Illinois
– – -4,675 Closed
WMSA
2044
Weiss Multi-Strategy Advisers
New York
– – -4,540 Closed
OPPTF
2045
OPSEU Pension Plan Trust Fund
Ontario, Canada
– – -4,390 Closed
RIM
2046
Reliant Investment Management
Tennessee
– – -4,389 Closed
DIM
2047
DC Investments Management
Virginia
– – -4,281 Closed
AF
2048
Affiance Financial
Minnesota
– – -4,191 Closed
ICOM
2049
Investment Counselors of Maryland
Maryland
– – -3,972 Closed
AIM
2050
Axiom Investment Management
New York
– – -3,784 Closed
80 81
82
83 84