2,422 hedge funds and large institutions have $76.6B invested in IBM in 2022 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 930 increasing their positions, 903 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,422
Holders Change
+145
Holders Change %
+6.37%
% of All Funds
39.08%
Holding in Top 10
56
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+24.44%
% of All Funds
0.9%
New
279
Increased
930
Reduced
903
Closed
92
Calls
$3.56B
Puts
$3.23B
Net Calls
+$334M
Net Calls Change
-$480M
Name Holding Trade Value Shares
Change
Shares
Change %
USCWA
226
U.S. Capital Wealth Advisors
Texas
$20.2M -$4.85M -34,447 -19%
NYLIM
227
New York Life Investment Management
New York
$20.1M +$24.4K +173 +0.1%
Nordea Investment Management
228
Nordea Investment Management
Sweden
$20.1M -$5.88M -41,852 -23%
Cerity Partners
229
Cerity Partners
New York
$20M +$11.7M +81,436 +142%
VHAM
230
Van Hulzen Asset Management
California
$19.9M +$1.35M +9,575 +7%
ACIM
231
Azimuth Capital Investment Management
Michigan
$19.9M -$344K -2,444 -2%
DMC
232
Drexel Morgan & Co
Pennsylvania
$19.6M +$56.4K +400 +0.3%
SEI Investments
233
SEI Investments
Pennsylvania
$19.6M -$3.94M -27,966 -17%
VV
234
Verity & Verity
South Carolina
$19.6M +$475K +3,372 +2%
AHB
235
Abner Herrman & Brock
New Jersey
$19.6M +$90.2K +640 +0.5%
PCM
236
Palouse Capital Management
Washington
$19.5M -$108M -20,197 -85%
FP
237
Foundry Partners
Minnesota
$19.4M -$212K -1,504 -1%
UCFA
238
United Capital Financial Advisors
Texas
$19.3M -$2.75M -19,506 -12%
PGFC
239
Peapack-Gladstone Financial Corp
New Jersey
$19.2M -$394K -2,795 -2%
BS
240
Banco Santander
Spain
$19.1M -$369K -2,621 -2%
JFG
241
Jefferies Financial Group
New York
$19M +$19M +134,668 New
RCW
242
Rheos Capital Works
Japan
$18.9M +$535K +3,800 +3%
PTC
243
Philadelphia Trust Company
Pennsylvania
$18.6M +$214K +1,518 +1%
JGUA
244
John G. Ullman & Associates
New York
$18.4M -$313K -2,225 -2%
Daiwa Securities Group
245
Daiwa Securities Group
Japan
$18.3M +$1.18M +8,374 +7%
MOACM
246
Mutual of America Capital Management
New York
$18.2M +$578K +4,102 +3%
Citadel Advisors
247
Citadel Advisors
Florida
$18.2M -$6.98M -49,564 -28%
LCM
248
Logan Capital Management
Pennsylvania
$18.2M -$94K -667 -0.5%
CB
249
Community Bank
New York
$18.1M -$707K -5,018 -4%
TPSF
250
Texas Permanent School Fund
Texas
$18.1M +$93.5K +664 +0.5%