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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 %
AWM
2201
Alterna Wealth Management
Texas
– -$206K -1,771 Closed
GCM
2202
Gladius Capital Management
Illinois
– -$204K -1,746 Closed
JWM
2203
JGP Wealth Management
Oregon
– -$205K -1,732 Closed
SXL
2204
Summit X LLC
Missouri
– -$1.7K -1,295 Closed
LD
2205
Lipe & Dalton
New York
– -$140K -1,205 Closed
KIG
2206
Kessler Investment Group
Indiana
– -$110K -949 Closed
WCG
2207
Weaver Consulting Group
California
– -$110K -948 Closed
KLWA
2208
Kelly Lawrence W & Associates
California
– -$110K -941 Closed
HCA
2209
Horan Capital Advisors
Ohio
– -$108K -931 Closed
PCWA
2210
Pacific Capital Wealth Advisors
California
– -$104K -890 Closed
NPP
2211
New Potomac Partners
Maryland
– -$103K -889 Closed
CCM
2212
Chiron Capital Management
Florida
– -$93K -798 Closed
Barrow, Hanley, Mewhinney & Strauss
2213
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$82K -701 Closed
PFWA
2214
Paces Ferry Wealth Advisors
Georgia
– -$57K -490 Closed
BBA
2215
Braun-Bostich & Associates
Pennsylvania
– -$51K -435 Closed
NIC
2216
Northwest Investment Counselors
Oregon
– -$50K -431 Closed
BBL
2217
Beck Bode LLC
Massachusetts
– -$46K -392 Closed
JWM
2218
JFG Wealth Management
Colorado
– -$24.5K -210 Closed
FQ
2219
First Quadrant
California
– -$24K -209 Closed
EP
2220
Elkhorn Partners
Nebraska
– -$12K -105 Closed
CRM
2221
Cramer Rosenthal McGlynn
Connecticut
– -$8K -68 Closed
EWA
2222
Evolution Wealth Advisors
Florida
– -$7K -60 Closed
GC
2223
Globeflex Capital
California
– -$6K -49 Closed
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