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IBM
IBM

Overview Fund Activity

2,408 hedge funds and large institutions have $69.6B invested in IBM in 2023 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 990 increasing their positions, 937 reducing their positions, and 108 closing their positions.

Holders
2,408
Holders Change
+29
Holders Change %
+1.22%
% of All Funds
37.98%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.69%
New
158
Increased
990
Reduced
937
Closed
108
Calls
$2.3B
Puts
$1.55B
Net Calls
+$756M
Net Calls Change
+$375M

Top Buyers

1
BlackRock
1
BlackRock
New York
$9.91B
2
Franklin Resources
2
Franklin Resources
California
$348M
3
Ameriprise
3
Ameriprise
Minnesota
$1.06B
4
Lazard Asset Management
4
Lazard Asset Management
New York
$129M
5
State Street
5
State Street
Massachusetts
$7.28B

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$263M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$141M
3
Goldman Sachs
3
Goldman Sachs
New York
$632M
4
Millennium Management
4
Millennium Management
New York
$51.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$97.7M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
2476
Ameliora Wealth Management
Switzerland
– – -1,884 Closed
AC
2477
ASB Consultores
Florida
– – -1,874 Closed
WFA
2478
Wade Financial Advisory
California
– – -1,866 Closed
CRI
2479
Colonial River Investments
Virginia
– – -1,807 Closed
EVM
2480
Evelyn V. Moreno
– – -1,784 Closed
VFP
2481
Verus Financial Partners
Virginia
– – -1,755 Closed
DA
2482
Dover Advisors
Virginia
– – -1,751 Closed
CWA
2483
CM Wealth Advisors
Ohio
– – -1,725 Closed
WDL
2484
Well Done LLC
Michigan
– – -1,622 Closed
TNB
2485
Thomasville National Bank
Georgia
– – -1,599 Closed
PCP
2486
Proficio Capital Partners
Massachusetts
– – -1,582 Closed
DWM
2487
Drive Wealth Management
Utah
– – -1,566 Closed
CWS
2488
Cypress Wealth Services
California
– – -1,564 Closed
AT
2489
American Trust
Kentucky
– – -1,555 Closed
CW
2490
Channel Wealth
California
– – -1,529 Closed
SC
2491
Schubert & Co
Texas
– – -1,318 Closed
CIA
2492
Cascade Investment Advisors
Oregon
– – -1,150 Closed
ABLA
2493
Alan B. Lancz & Associates
Ohio
– – -1,146 Closed
FCA
2494
Fortis Capital Advisors
Kansas
– – -1,067 Closed
EI
2495
Ellevest Inc
New York
– – -879 Closed
JIR
2496
James Investment Research
Ohio
– – -860 Closed
CM
2497
Capula Management
Cayman Islands
– – -857 Closed
KI
2498
Kapitalo Investimentos
Brazil
– – -774 Closed
CCP
2499
Carmel Capital Partners
California
– – -671 Closed
SFFS
2500
Stonehage Fleming Financial Services
Jersey
– – -630 Closed
98 99
100
101 102