2,664 hedge funds and large institutions have $90.7B invested in IBM in 2023 Q4 according to their latest regulatory filings, with 340 funds opening new positions, 972 increasing their positions, 1,049 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,664
Holders Change
+216
Holders Change %
+8.82%
% of All Funds
39.06%
Holding in Top 10
67
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+26.42%
% of All Funds
0.98%
New
340
Increased
972
Reduced
1,049
Closed
89
Calls
$2.78B
Puts
$2.46B
Net Calls
+$320M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
226
CapWealth Advisors
Tennessee
$25.5M -$606K -3,707 -2%
Mercer Global Advisors
227
Mercer Global Advisors
Colorado
$25.4M +$835K +5,106 +3%
MNG
228
Manning & Napier Group
New York
$25.1M -$4.18M -25,585 -14%
TRCT
229
Tower Research Capital (TRC)
New York
$24.8M +$18.4M +112,275 +287%
HNB
230
Huntington National Bank
Ohio
$24.5M -$184K -1,123 -0.7%
Federated Hermes
231
Federated Hermes
Pennsylvania
$24.1M -$67.9M -415,039 -74%
BS
232
Banco Santander
Spain
$24.1M +$2.85M +17,443 +13%
SCTC
233
Sanibel Captiva Trust Company
Florida
$24M +$24M +146,811 New
AHB
234
Abner Herrman & Brock
New Jersey
$24M +$5.26M +32,183 +28%
AA
235
ALPS Advisors
Colorado
$23.9M -$2.79M -17,050 -10%
OAM
236
Oppenheimer Asset Management
New York
$23.9M +$155K +946 +0.7%
Kayne Anderson Rudnick Investment Management
237
Kayne Anderson Rudnick Investment Management
California
$23.8M -$1.05M -6,450 -4%
MML Investors Services
238
MML Investors Services
Massachusetts
$23.7M +$714K +4,367 +3%
CS
239
Candriam SCA
Luxembourg
$23.6M +$220K +1,343 +0.9%
FWCM
240
Ferguson Wellman Capital Management
Oregon
$23.5M +$26.7K +163 +0.1%
NYLIM
241
New York Life Investment Management
New York
$23.5M -$2.77M -16,947 -11%
SW
242
SVB Wealth
Massachusetts
$23.5M -$5.59M -34,186 -19%
VHAM
243
Van Hulzen Asset Management
California
$23.4M -$5.89K -36 -0%
PTC
244
Philadelphia Trust Company
Pennsylvania
$23.3M +$138K +843 +0.6%
CA
245
Cullinan Associates
Kentucky
$23.2M -$4.22M -25,809 -15%
KAS
246
Kestra Advisory Services
Texas
$23M +$1.89M +11,541 +9%
DMC
247
Drexel Morgan & Co
Pennsylvania
$22.9M
VanEck Associates
248
VanEck Associates
New York
$22.7M +$1.28M +7,837 +6%
MAM
249
Martingale Asset Management
Massachusetts
$22.5M +$11.2M +68,261 +99%
GGI
250
Godsey & Gibb Inc
Virginia
$22.4M -$498K -3,048 -2%