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IBM
IBM

Overview Fund Activity

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

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$345M
2
Franklin Resources
Franklin Resources
California
$704M
3
Two Sigma Investments
Two Sigma Investments
New York
$188M
4
BlackRock
BlackRock
New York
$7.84B
5
Capital Research Global Investors
Capital Research Global Investors
California
$808M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$0
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$165M
3
Barclays
Barclays
United Kingdom
$188M
4
State Street
State Street
Massachusetts
$6.54B
5
Bank of New York Mellon
Bank of New York Mellon
New York
$1.21B
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
2076
Bray Capital Advisors
Florida
$24K – – –
APC
2077
Asset Planning Corporation
Tennessee
$20K +$20K +167 New
LIA
2078
Luken Investment Analytics
Tennessee
$19K +$19K +157 New
CA
2079
Centerpoint Advisors
Massachusetts
$18K – – –
HCM
2080
Horrell Capital Management
Arkansas
$17K – – –
Simplex Trading
2081
Simplex Trading
Illinois
$16K -$6.83M -59,768 -100%
CIAS
2082
CBIZ Investment Advisory Services
Ohio
$16K -$16K – –
FP
2083
Financial Perspectives
Minnesota
$15.6K – – –
FIA
2084
FNY Investment Advisers
New York
$15K +$7.26K +61 +94%
H
2085
Hexavest
Quebec, Canada
$14K -$10.9K -91 -44%
CPFP
2086
Clear Perspectives Financial Planning
Ohio
$14K +$14K +117 New
MSFP
2087
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
JWM
2088
Janiczek Wealth Management
Colorado
$12K +$5.48K +47 +84%
SIM
2089
Seaview Investment Managers
Florida
$12K +$8.78K +79 +272%
TCCM
2090
Timber Creek Capital Management
Massachusetts
$11K -$9.33K -84 -46%
MFM
2091
MD Financial Management
Ontario, Canada
$11K +$11K +89 New
DI
2092
Disciplined Investments
Oklahoma
$10K – – –
RWG
2093
Regal Wealth Group
California
$10K – – –
TCWA
2094
Ten Capital Wealth Advisors
Washington
$10K +$10K +84 New
FP
2095
Fiduciary Planning
Florida
$10K +$10K +87 New
UFF
2096
USA Financial Formulas
Michigan
$8K +$3.76K +31 +89%
BIP
2097
Bouvel Investment Partners
Pennsylvania
$8K +$8K +68 New
FPW
2098
Flagship Private Wealth
Massachusetts
$7.1K +$7.1K +61 New
AIL
2099
AGF Investments LLC
Ontario, Canada
$7K -$392K -3,249 -98%
FA
2100
Financial Avengers
California
$7K +$7K +54 New
82 83
84
85 86