IBM icon

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 %
BFPW
2101
BOK Financial Private Wealth
Colorado
– – -1,736 Closed
GFP
2102
Gryphon Financial Partners
Ohio
– – -1,735 Closed
CNB
2103
Camden National Bank
Maine
– – -1,727 Closed
BLAM
2104
Bourne Lent Asset Management
New York
– – -1,720 Closed
CAI
2105
Capital Advisors Inc
Oklahoma
– – -1,714 Closed
HCM
2106
Hollencrest Capital Management
California
– – -1,709 Closed
AAM
2107
Aureus Asset Management
Massachusetts
– – -1,703 Closed
WFA
2108
Wade Financial Advisory
California
– – -1,700 Closed
HS
2109
HighVista Strategies
Massachusetts
– – -1,700 Closed
SCI
2110
Stableford Capital II
Arizona
– – -1,690 Closed
FMC
2111
First Merchants Corp
Indiana
– – -1,676 Closed
HPC
2112
Hobart Private Capital
North Carolina
– – -1,663 Closed
NFG
2113
Nadler Financial Group
Illinois
– – -1,662 Closed
OBWP
2114
O'Brien Wealth Partners
Massachusetts
– – -1,661 Closed
MCG
2115
McCollum Christoferson Group
New York
– – -1,661 Closed
RWM
2116
Rench Wealth Management
Texas
– – -1,658 Closed
AAS
2117
Annex Advisory Services
Wisconsin
– – -1,656 Closed
TCM
2118
Traynor Capital Management
Pennsylvania
– – -1,651 Closed
OBGC
2119
O'Brien Greene & Co
Pennsylvania
– – -1,651 Closed
TWP
2120
Tempus Wealth Planning
California
– – -1,644 Closed
NCM
2121
Northside Capital Management
Oregon
– – -1,643 Closed
HHGA
2122
Halbert Hargrove Global Advisors
California
– – -1,641 Closed
BCM
2123
Brown Capital Management
Maryland
– – -1,638 Closed
VCP
2124
Vista Capital Partners
Oregon
– – -1,636 Closed
KFA
2125
Kays Financial Advisory
Georgia
– – -1,634 Closed
83 84
85
86 87