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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.42B 75,947,436 +2,511,855 +3%
BlackRock
2
BlackRock
New York
$6.88B 62,052,735 -80,416 -0.1%
State Street
3
State Street
Massachusetts
$6.04B 54,451,432 -42,352 -0.1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.44B 12,979,845 +139,777 +1%
Charles Schwab
5
Charles Schwab
California
$1.24B 11,136,745 +3,559,641 +47%
Northern Trust
6
Northern Trust
Illinois
$1.22B 10,996,748 -56,185 -0.5%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.18B 10,648,228 +553,783 +5%
Norges Bank
8
Norges Bank
Norway
$981M 8,847,635 -134,143 -1%
Morgan Stanley
9
Morgan Stanley
New York
$980M 8,836,768 -920,411 -9%
Bank of America
10
Bank of America
North Carolina
$853M 7,691,978 +59,195 +0.8%
Ameriprise
11
Ameriprise
Minnesota
$830M 7,490,029 +1,056,687 +16%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$753M 6,785,738 +4,108,432 +153%
Legal & General Group
13
Legal & General Group
United Kingdom
$675M 6,082,431 +6,529 +0.1%
Wells Fargo
14
Wells Fargo
California
$662M 5,966,051 +91,265 +2%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$597M 5,385,239 +531,170 +11%
Caisse de Depot et Placement du Quebec (CDPQ)
16
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$534M 4,815,190 +71,600 +2%
Goldman Sachs
17
Goldman Sachs
New York
$513M 4,623,768 -1,587,956 -26%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$506M 4,524,872 +342,173 +8%
Invesco
19
Invesco
Georgia
$496M 4,472,862 +215,770 +5%
Capital World Investors
20
Capital World Investors
California
$495M 4,461,664 +2,761,664 +162%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$472M 4,256,802 -69,594 -2%
UBS AM
22
UBS AM
Illinois
$465M 4,189,077 +161,589 +4%
Sumitomo Mitsui Trust Group
23
Sumitomo Mitsui Trust Group
Japan
$453M 4,087,087 +331,142 +9%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$435M 3,923,362 +297,294 +8%
Swiss National Bank
25
Swiss National Bank
Switzerland
$410M 3,693,615 +674,500 +22%
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