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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 %
TAM
2101
Tucker Asset Management
Colorado
$6.29K +$6.29K +52 New
TFGT
2102
TS Financial Group (TSFG)
Illinois
$6K -$115 -1 -2%
LGWM
2103
Litman Gregory Wealth Management
California
$6K – – –
MAWCM
2104
Mine & Arao Wealth Creation & Management
California
$6K – – –
LWP
2105
Laurel Wealth Planning
Minnesota
$6K +$6K +47 New
GI
2106
GS Investments
Minnesota
$6K +$6K +52 New
IPW
2107
IronBridge Private Wealth
Texas
$6K +$6K +53 New
BA
2108
Bellwether Advisors
Nebraska
$6K +$6K +54 New
CIA
2109
CSat Investment Advisory
Michigan
$5K -$3.11M -24,274 -100%
SFO
2110
Standard Family Office
South Dakota
$5K +$5K +42 New
CI
2111
Cordant Inc
Oregon
$4K – – –
CDIA
2112
Capital Directions Investment Advisors
Georgia
$4K – – –
AJ
2113
Ashburton (Jersey)
Jersey
$4K – – –
CBTWT
2114
Community Bank & Trust (Waco, Texas)
Texas
$3.81K +$172 +1,429 +5%
WAS
2115
Winch Advisory Services
Wisconsin
$2K -$2.42K -23 -55%
AFS
2116
Annapolis Financial Services
Maryland
$2K +$2K +15 New
NDSI
2117
Newman Dignan & Sheerar Inc
Rhode Island
$1.28K +$22 +180 +2%
EAM
2118
Eukles Asset Management
Ohio
$1K – – –
FGAM
2119
Financial Gravity Asset Management
Texas
$1K +$1K +7 New
UOTTAIMCU
2120
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1K +$1K +10 New
MIM
2121
Merrion Investment Management
New Jersey
$1K +$1K +10 New
M1FG
2122
Mach-1 Financial Group
Arkansas
$1K +$1K +10 New
TLFA
2123
True Link Financial Advisors
California
$1K +$1K +12 New
SCP
2124
Syntal Capital Partners
Texas
$973 +$6 +53 +0.7%
MGIM
2125
M&G Investment Management
United Kingdom
$703 -$331 -2,750 -32%
83 84
85
86 87