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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 %
CWM
2151
Circle Wealth Management
New Jersey
– -$970K -8,341 Closed
RA
2152
Rational Advisors
New York
– -$963K -8,282 Closed
DA
2153
DCF Advisers
Connecticut
– -$913K -7,845 Closed
KC
2154
KCL Capital
New York
– -$881K -7,575 Closed
CFA
2155
Camarda Financial Advisors
Florida
– -$845K -7,261 Closed
LOAMS
2156
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$804K -6,915 Closed
SL
2157
Stevard LLC
Illinois
– -$737K -6,337 Closed
XSC
2158
X-Square Capital
Puerto Rico
– -$665K -5,717 Closed
BSA
2159
Braun Stacey Associates
New York
– -$614K -5,282 Closed
BOC
2160
Barbara Oil Co
Illinois
– -$608K -5,230 Closed
STA
2161
Summit Trail Advisors
New York
– -$508K -4,574 Closed
AAM
2162
Ascension Asset Management
New York
– -$529K -4,550 Closed
DWM
2163
Dakota Wealth Management
Florida
– -$517K -4,448 Closed
HR
2164
Hayden Royal
North Carolina
– -$503K -4,326 Closed
HFS
2165
HBC Financial Services
Washington
– -$186K -4,263 Closed
AA
2166
Advisory Alpha
Michigan
– -$457K -3,856 Closed
AAMC
2167
Asset Allocation & Management Company
Illinois
– -$447K -3,839 Closed
XS
2168
XR Securities
Illinois
– -$405K -3,485 Closed
CRC
2169
Curi RMB Capital
Illinois
– -$388K -3,332 Closed
WI
2170
Wintrust Investments
Illinois
– -$376K -3,236 Closed
SB
2171
Strategic Blueprint
Georgia
– -$372K -3,201 Closed
MTIM
2172
Marathon Trading Investment Management
Pennsylvania
– -$365K -3,138 Closed
CHAM
2173
Clear Harbor Asset Management
Connecticut
– -$359K -3,084 Closed
RIM
2174
Rampart Investment Management
Connecticut
– -$339K -2,915 Closed
DWA
2175
Divergent Wealth Advisors
Utah
– -$332K -2,851 Closed
85 86
87
88 89