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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 %
BHWM
2026
Bay Harbor Wealth Management
Maryland
$57K -$45.5K -380 -44%
APWA
2027
Atlas Private Wealth Advisors
New Jersey
$56K – – –
HA
2028
H2O AM
United Kingdom
$56K – – –
PCFFS
2029
Pacific Center for Financial Services
California
$54K +$19.9K +164 +58%
VCG
2030
Vantage Consulting Group
Virginia
$53K +$53K +442 New
DWP
2031
Destiny Wealth Partners
Florida
$53K +$53K +445 New
PA
2032
Perennial Advisors
New York
$52K +$52K +430 New
PWMG
2033
Prestige Wealth Management Group
New Jersey
$51K -$6.03K -50 -11%
WIM
2034
Westside Investment Management
California
$50.5K +$1.26K +41 +3%
AW
2035
Avion Wealth
Texas
$50K -$2.54K -21 -5%
EWM
2036
Edge Wealth Management
New York
$50K – – –
ICM
2037
Islay Capital Management
Texas
$49K -$656K -5,463 -93%
HIM
2038
Hillsdale Investment Management
Ontario, Canada
$49K – – –
KC
2039
Knuff & Co
California
$48K – – –
TC
2040
Tacita Capital
Ontario, Canada
$47K +$47K +392 New
MFA
2041
McClarren Financial Advisors
Pennsylvania
$46K +$46K +392 New
NL
2042
NVWM LLC
Pennsylvania
$45K – – –
VC
2043
Veracity Capital
Georgia
$44K -$120K -55,926 -73%
APWM
2044
Atlas Private Wealth Management
New York
$42K -$12.8K -105 -23%
SIAP
2045
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$42K – – –
CWA
2046
Clearview Wealth Advisors
Oregon
$42K +$42K +346 New
MIM
2047
Macroview Investment Management
Maryland
$41K – – –
KFS
2048
Kelly Financial Services
Massachusetts
$38.9K +$241 +2 +0.6%
CMA
2049
Cedar Mountain Advisors
Oregon
$38K +$12.7K +105 +50%
PCH
2050
PGIM Custom Harvest
New Jersey
$38K +$38K +305 New
80 81
82
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