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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 %
AP
2051
Arlington Partners
Alabama
– – -3,752 Closed
RSWM
2052
Robertson Stephens Wealth Management
California
– – -3,713 Closed
PMG
2053
ProVise Management Group
Florida
– – -3,225 Closed
BFG
2054
Beacon Financial Group
Texas
– – -2,846 Closed
OMC
2055
Old Mission Capital
Illinois
– – -2,820 Closed
HA
2056
HC Advisors
Georgia
– – -2,733 Closed
SA
2057
Strategic Advisors
New York
– – -2,627 Closed
CH
2058
Canton Hathaway
Rhode Island
– – -2,600 Closed
TCA
2059
Transcend Capital Advisors
New Jersey
– – -2,482 Closed
TWM
2060
Trinity Wealth Management
Pennsylvania
– – -2,448 Closed
OR
2061
Olympiad Research
Connecticut
– – -2,331 Closed
Marshall Wace
2062
Marshall Wace
United Kingdom
– – -2,212 Closed
BCP
2063
Berkeley Capital Partners
Georgia
– – -2,187 Closed
TA
2064
Tiedemann Advisors
New York
– – -2,127 Closed
SCA
2065
STALEY CAPITAL ADVISERS
Pennsylvania
– – -2,117 Closed
NPT
2066
Nixon Peabody Trust
Massachusetts
– – -2,090 Closed
HFM
2067
Harvest Fund Management
China
– – -2,068 Closed
MWM
2068
Merriman Wealth Management
Washington
– – -2,034 Closed
PA
2069
Perennial Advisors
New York
– – -2,019 Closed
FSA
2070
Financial Services Advisory
Maryland
– – -2,000 Closed
GL
2071
Graypoint LLC
New York
– – -1,959 Closed
BWM
2072
Buckley Wealth Management
Nevada
– – -1,940 Closed
SWM
2073
Sculati Wealth Management
Michigan
– – -1,911 Closed
SAM
2074
Shikiar Asset Management
New York
– – -1,870 Closed
RRC
2075
Relaxing Retirement Coach
Massachusetts
– – -1,861 Closed
81 82
83
84 85