IBM icon

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 %
MS
2501
Mizuho Securities
Japan
– – -580 Closed
AWM
2502
Accel Wealth Management
Iowa
– – -570 Closed
SL
2503
Savior LLC
Massachusetts
– – -500 Closed
MIM
2504
Manitou Investment Management
Ontario, Canada
– – -450 Closed
MIA
2505
Milestone Investment Advisors
Wisconsin
– – -375 Closed
GFWA
2506
Grey Fox Wealth Advisors
Delaware
– – -337 Closed
WPWM
2507
Western Pacific Wealth Management
Illinois
– – -251 Closed
ST
2508
Sageworth Trust
Pennsylvania
– – -162 Closed
CWM
2509
CarsonAllaria Wealth Management
Illinois
– – -144 Closed
CM
2510
Cornerstone Management
Georgia
– – -100 Closed
IWP
2511
IAG Wealth Partners
Wisconsin
– – -100 Closed
CAM
2512
Costello Asset Management
Pennsylvania
– – -100 Closed
PCM
2513
Pointe Capital Management
Michigan
– – -61 Closed
TCWA
2514
Ten Capital Wealth Advisors
Washington
– – -41 Closed
BA
2515
Bellwether Advisors
Nebraska
– – -40 Closed
AWM
2516
Activest Wealth Management
Florida
– – -40 Closed
CCM
2517
Carderock Capital Management
Maryland
– – -40 Closed
GCP
2518
Garda Capital Partners
Minnesota
– – -15 Closed
WA
2519
WestEnd Advisors
North Carolina
– – – –
PSC
2520
Portman Square Capital
United Kingdom
– – – –
RAM
2521
Readystate Asset Management
Illinois
– – – –
CM
2522
Caption Management
Oklahoma
– – – –
CAM
2523
CenterStar Asset Management
Illinois
– – – –
SPPAM
2524
Summit Partners Public Asset Management
Massachusetts
– – – –
ECU
2525
Eisler Capital (US)
New York
– – – –
98 99 100
101
102