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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 %
MWM
2126
Madison Wealth Management
Ohio
– – -1,629 Closed
WCF
2127
West Coast Financial
California
– – -1,624 Closed
DIA
2128
Davidson Investment Advisors
Montana
– – -1,615 Closed
SCM
2129
Salem Capital Management
Massachusetts
– – -1,600 Closed
TF
2130
Trek Financial
Arizona
– – -1,592 Closed
B
2131
Brightworth
Georgia
– – -1,587 Closed
GC
2132
GFG Capital
Florida
– – -1,576 Closed
DLHL
2133
Donald L. Hagan LLC
Florida
– – -1,571 Closed
FRM
2134
Foundation Resource Management
Arkansas
– – -1,568 Closed
QCM
2135
Quest Capital Management
Texas
– – -1,566 Closed
CFIA
2136
Cantor Fitzgerald Investment Advisors
New York
– – -1,563 Closed
CWM
2137
CCG Wealth Management
California
– – -1,549 Closed
AWA
2138
Alaska Wealth Advisors
Alaska
– – -1,546 Closed
PBO
2139
Peoples Bank (Ohio)
Ohio
– – -1,544 Closed
SIMM
2140
Stillwater Investment Management (Minnesota)
Minnesota
– – -1,539 Closed
JWM
2141
JGP Wealth Management
Oregon
– – -1,536 Closed
OFS
2142
Oldfather Financial Services
Nebraska
– – -1,530 Closed
AFC
2143
AFT Forsyth & Company
Florida
– – -1,529 Closed
RMAM
2144
Raab & Moskowitz Asset Management
New Jersey
– – -1,520 Closed
CPSAC
2145
Chas P. Smith & Associates (CPS)
Florida
– – -1,512 Closed
WP
2146
WealthPLAN Partners
Nebraska
– – -1,512 Closed
GA
2147
Gateway Advisory
New Jersey
– – -1,503 Closed
ACM
2148
Alethea Capital Management
Washington
– – -1,500 Closed
TB
2149
Terril Brothers
Missouri
– – -1,500 Closed
WAS
2150
Wesleyan Assurance Society
United Kingdom
– – -1,500 Closed
84 85
86
87 88