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
Name Holding Trade Value Shares
Change
Shares
Change %
IHWM
2051
Iron Horse Wealth Management
Iowa
$38K +$38K +314 New
FWM
2052
ForthRight Wealth Management
Georgia
$38K +$38K +315 New
TFIPS
2053
Towarzystwo Funduszy Inwestycyjnych PZU SA
$37.8K +$37.8K +314 New
ADIM
2054
Alpha DNA Investment Management
Maryland
$35K +$35K +293 New
NICM
2055
Neo Ivy Capital Management
New York
$34K -$192K -1,577 -85%
EIP
2056
Ellis Investment Partners
Pennsylvania
$33K -$41.3K -345 -56%
MFT
2057
Moisand Fitzgerald Tamayo
Florida
$32K -$2.53K -21 -7%
CFO
2058
CVA Family Office
Colorado
$32K +$360 +3 +1%
GWMIA
2059
Global Wealth Management Investment Advisory
Florida
$31K
SFG
2060
Sowa Financial Group
Rhode Island
$31K
SQA
2061
Simon Quick Advisors
New Jersey
$31K +$2.65K +22 +9%
SPWG
2062
Sage Private Wealth Group
Illinois
$31K +$31K +262 New
RFWA
2063
RPg Family Wealth Advisory
Massachusetts
$30.8K -$1.8M -14,903 -98%
CCM
2064
Cribstone Capital Management
Maine
$30K -$32.8K -277 -52%
BCA
2065
Berman Capital Advisors
Georgia
$29K -$73.9K -627 -72%
DWMG
2066
DB Wealth Management Group
California
$29K +$29K +241 New
D
2067
Diversified
Delaware
$29K +$29K +253 New
VCM
2068
Versant Capital Management
Arizona
$27K -$115K -964 -81%
BAM
2069
Bellevue Asset Management
Washington
$27K
WPA
2070
West Paces Advisors
Georgia
$25.2K
WAM
2071
Wolverine Asset Management
Illinois
$25K -$264K -2,268 -91%
ONST
2072
Old North State Trust
North Carolina
$25K -$14.2K -120 -36%
FEG
2073
Financial Enhancement Group
Indiana
$25K +$22.4K +187 +850%
OPW
2074
Oxler Private Wealth
New York
$25K +$25K +209 New
BCA
2075
Bray Capital Advisors
Florida
$24K