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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 %
NCM
2051
Narwhal Capital Management
Georgia
– – -3,203 Closed
MCWS
2052
McKinley Carter Wealth Services
West Virginia
– – -3,169 Closed
LFA
2053
Legacy Financial Advisors
Kentucky
– – -3,062 Closed
RIM
2054
Redwood Investment Management
Arizona
– – -2,956 Closed
HFS
2055
Howard Financial Services
Texas
– – -2,890 Closed
BA
2056
Bristlecone Advisors
Washington
– – -2,878 Closed
FRM
2057
Fox Run Management
Connecticut
– – -2,791 Closed
PHK
2058
Point72 Hong Kong
Hong Kong
– – -2,764 Closed
GGI
2059
Godsey & Gibb Inc
Virginia
– – -2,755 Closed
GLI
2060
Guardian Life Insurance
New York
– – -2,608 Closed
PGIM
2061
Pacific Global Investment Management
California
– – -2,598 Closed
EFL
2062
ERn Financial LLC
Wisconsin
– – -2,578 Closed
PIM
2063
Progressive Investment Management
Oregon
– – -2,474 Closed
GC
2064
Grace Capital
Massachusetts
– – -2,452 Closed
MCP
2065
Mirador Capital Partners
California
– – -2,363 Closed
KFA
2066
Kelleher Financial Advisors
New York
– – -2,335 Closed
NI
2067
Noked Israel
Israel
– – -2,300 Closed
NC
2068
Noked Capital
Israel
– – -2,300 Closed
TI
2069
Truepoint Inc
Ohio
– – -2,267 Closed
MC
2070
Mathes Company
New York
– – -2,247 Closed
Verition Fund Management
2071
Verition Fund Management
Connecticut
– – -2,243 Closed
TAM
2072
Townsend Asset Management
North Carolina
– – -2,230 Closed
WIA
2073
Westbourne Investment Advisors
Maryland
– – -2,200 Closed
FC
2074
Fairpointe Capital
Illinois
– – -2,200 Closed
AWM
2075
Alterna Wealth Management
Texas
– – -2,193 Closed
81 82
83
84 85