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IBM
IBM

Overview Fund Activity

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.

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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.34B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.95B
3
BlackRock
3
BlackRock
New York
$10.2B
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$778M
5
Goldman Sachs
5
Goldman Sachs
New York
$817M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$78.4M
2
Norges Bank
2
Norges Bank
Norway
$876M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$317M
4
PCM
4
Palouse Capital Management
Washington
$19.5M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
2476
DCM Advisors
New York
– -$314K -2,639 Closed
KCM
2477
Karp Capital Management
California
– -$298K -2,507 Closed
CPA
2478
Cardiff Park Advisors
California
– -$296K -2,490 Closed
GA
2479
Greytown Advisors
Florida
– -$286K -2,404 Closed
UBV
2480
United Bank (Virginia)
Virginia
– -$285K -2,396 Closed
BFWA
2481
Benchmark Financial Wealth Advisors
Florida
– -$274K -2,309 Closed
HA
2482
HFG Advisors
Ohio
– -$268K -2,259 Closed
SEIA
2483
Signature Estate & Investment Advisors
California
– -$259K -2,177 Closed
OTPPB
2484
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$258K -2,175 Closed
MTWM
2485
Masso Torrence Wealth Management
New Jersey
– -$248K -2,087 Closed
RCG
2486
Resource Consulting Group
Florida
– -$246K -2,068 Closed
SRC
2487
Samson Rock Capital
United Kingdom
– -$242K -2,037 Closed
AFS
2488
Axiom Financial Strategies
Indiana
– -$237K -1,998 Closed
PA
2489
Parkside Advisors
California
– -$234K -1,970 Closed
MKA
2490
M. Kulyk & Associates
Georgia
– -$233K -1,962 Closed
PIMG
2491
Patriot Investment Management Group
Tennessee
– -$232K -1,959 Closed
MAM
2492
Marotta Asset Management
Virginia
– -$229K -1,929 Closed
HHGA
2493
Halbert Hargrove Global Advisors
California
– -$224K -1,886 Closed
SDIC
2494
South Dakota Investment Council
South Dakota
– -$224K -1,883 Closed
SFS
2495
Summit Financial Strategies
Ohio
– -$220K -1,850 Closed
FG
2496
Foster Group
Iowa
– -$215K -1,806 Closed
RCA
2497
Reitz Capital Advisors
Michigan
– -$212K -1,785 Closed
DWM
2498
Destination Wealth Management
California
– -$211K -1,774 Closed
MSR
2499
Main Street Research
Connecticut
– -$202K -1,703 Closed
SWM
2500
Scissortail Wealth Management
Oklahoma
– -$228K -1,657 Closed
97 98 99
100
101