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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
43.45%
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 %
P
2151
&Partners
Tennessee
– – -1,499 Closed
WAAG
2152
Wealth Alliance Advisory Group
Kansas
– – -1,495 Closed
PWAG
2153
Polaris Wealth Advisory Group
California
– – -1,471 Closed
GDP
2154
Great Diamond Partners
Maine
– – -1,344 Closed
HCA
2155
Horan Capital Advisors
Ohio
– – -1,117 Closed
HWM
2156
Howard Wealth Management
Connecticut
– – -1,029 Closed
PWP
2157
Personal Wealth Partners
Minnesota
– – -1,018 Closed
JSC
2158
Jackson Square Capital
California
– – -1,000 Closed
MWNA
2159
Marshall Wace North America
New York
– – -832 Closed
IUHSA
2160
Itau Unibanco Holding S.A.
Brazil
– – -809 Closed
BSPF
2161
British Steel Pension Fund
United Kingdom
– – -772 Closed
KWM
2162
Keebeck Wealth Management
Illinois
– – -556 Closed
BCI
2163
Brinker Capital Investments
Pennsylvania
– – -542 Closed
APC
2164
Aspire Private Capital
North Carolina
– – -536 Closed
ONST
2165
Old North State Trust
North Carolina
– – -422 Closed
ACM
2166
Anfield Capital Management
California
– – -416 Closed
LFA
2167
Lighthouse Financial Advisors
Maryland
– – -415 Closed
LWM
2168
Lionsbridge Wealth Management
Florida
– – -379 Closed
AP
2169
Americana Partners
Texas
– – -374 Closed
TFA
2170
Tobias Financial Advisors
Florida
– – -330 Closed
SC
2171
Solstein Capital
California
– – -326 Closed
PA
2172
PSI Advisors
Florida
– – -296 Closed
BAM
2173
Baldrige Asset Management
Pennsylvania
– – -263 Closed
SIC
2174
Samalin Investment Counsel
New York
– – -180 Closed
JWM
2175
Janiczek Wealth Management
Colorado
– – -176 Closed
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