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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
43.46%
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 %
PFG
2076
PAX Financial Group
Texas
– – -2,186 Closed
FIG
2077
FundX Investment Group
California
– – -2,115 Closed
SEIA
2078
Signature Estate & Investment Advisors
California
– – -2,108 Closed
GFS
2079
GYL Financial Synergies
Connecticut
– – -2,036 Closed
HCM
2080
Harvey Capital Management
Florida
– – -2,020 Closed
LP
2081
LGL Partners
Pennsylvania
– – -2,005 Closed
CA
2082
Capital Advantage
California
– – -1,892 Closed
NCM
2083
Noesis Capital Mangement
Florida
– – -1,858 Closed
ACA
2084
Ackerman Capital Advisors
Texas
– – -1,848 Closed
CG
2085
Cynosure Group
Utah
– – -1,840 Closed
WAM
2086
Weiss Asset Management
Massachusetts
– – -1,823 Closed
SAA
2087
Southeast Asset Advisors
Georgia
– – -1,822 Closed
PWP
2088
Private Wealth Partners
California
– – -1,800 Closed
GAM
2089
Gould Asset Management
California
– – -1,800 Closed
FTC
2090
Farmers Trust Company
Ohio
– – -1,800 Closed
SIA
2091
Starfire Investment Advisers
Michigan
– – -1,798 Closed
PP
2092
Parplus Partners
New York
– – -1,779 Closed
BWA
2093
BlueSky Wealth Advisors
North Carolina
– – -1,776 Closed
CST
2094
Charles Schwab Trust
Nevada
– – -1,773 Closed
AA
2095
Aufman Associates
Pennsylvania
– – -1,768 Closed
ACM
2096
Advisors Capital Management
New Jersey
– – -1,766 Closed
PM
2097
Penbrook Management
New York
– – -1,755 Closed
WDL
2098
Well Done LLC
Michigan
– – -1,752 Closed
MPW
2099
Monterey Private Wealth
California
– – -1,750 Closed
GA
2100
Geller Advisors
New York
– – -1,743 Closed
82 83
84
85 86