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IBM
IBM

Overview Fund Activity

2,207 hedge funds and large institutions have $73.8B invested in IBM in 2021 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 936 increasing their positions, 799 reducing their positions, and 84 closing their positions.

Holders
2,207
Holders Change
+63
Holders Change %
+2.94%
% of All Funds
38.53%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.61%
New
173
Increased
936
Reduced
799
Closed
84
Calls
$2.28B
Puts
$2.34B
Net Calls
-$61.6M
Net Calls Change
+$475M

Top Buyers

1
Amundi
1
Amundi
France
$468M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$676M
3
MWNA
3
Marshall Wace North America
New York
$150M
4
Goldman Sachs
4
Goldman Sachs
New York
$792M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$163M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
Franklin Resources
2
Franklin Resources
California
$621M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$63.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.29B
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
2051
Elmwood Wealth Management
California
$160K 1,089 +96 +10%
PK
2052
Pflug Koory
Nebraska
$157K 1,074 -89 -8%
PWP
2053
Personal Wealth Partners
Minnesota
$156K 1,064 +1,064 New
IP
2054
Isthmus Partners
Wisconsin
$150K 1,022 +1,022 New
Q
2055
QVR
California
$148K 1,013 +1,013 New
FGAM
2056
Financial Gravity Asset Management
Texas
$147K 2 -1 -33%
VC
2057
Vestor Capital
Illinois
$147K 1,000 – –
HFA
2058
HC Financial Advisors
California
$147K 1,001 – –
SFA
2059
Semmax Financial Advisors
North Carolina
$146K 993 +30 +3%
RDFA
2060
Ritter Daniher Financial Advisory
Ohio
$144K 980 – –
FFA
2061
Freedman Financial Associates
Massachusetts
$143K 978 +28 +3%
SN
2062
Sittner & Nelson
Oregon
$142K 971 -260 -21%
LFG
2063
Larson Financial Group
Missouri
$142K 966 +25 +3%
OAJ
2064
Ogorek Anthony Joseph
New York
$141K 965 – –
LAS
2065
Lloyd Advisory Services
Georgia
$141K 960 +31 +3%
APC
2066
Aspire Private Capital
North Carolina
$140K 956 -632 -40%
LWA
2067
Lenox Wealth Advisors
New York
$139K 948 -319 -25%
FPB
2068
First PREMIER Bank
South Dakota
$134K 920 +150 +19%
MIFH
2069
Migdal Insurance & Financial Holdings
Israel
$133K 906 +134 +17%
KLWA
2070
Kelly Lawrence W & Associates
California
$132K 900 – –
JEST
2071
JTC Employer Solutions Trustee
Jersey
$132K 900 +900 New
GAM
2072
Gemmer Asset Management
California
$129K 877 -46 -5%
T2I
2073
Turim 21 Investimentos
Brazil
$129K 877 – –
DFCM
2074
Dark Forest Capital Management
Puerto Rico
$125K 853 +853 New
1832 Asset Management
2075
1832 Asset Management
Ontario, Canada
$124K 845 -37 -4%
81 82
83
84 85