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IBM
IBM

Overview Fund Activity

2,447 hedge funds and large institutions have $74.4B invested in IBM in 2023 Q3 according to their latest regulatory filings, with 167 funds opening new positions, 980 increasing their positions, 953 reducing their positions, and 98 closing their positions.

Holders
2,447
Holders Change
+39
Holders Change %
+1.62%
% of All Funds
39.03%
Holding in Top 10
53
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20.45%
% of All Funds
0.85%
New
167
Increased
980
Reduced
953
Closed
98
Calls
$2.33B
Puts
$2.15B
Net Calls
+$174M
Net Calls Change
-$582M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.17B
2
Amundi
2
Amundi
France
$1.09B
3
Morgan Stanley
3
Morgan Stanley
New York
$2.28B
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$890M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.46B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$731M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$75.3M
3
BlackRock
3
BlackRock
New York
$10.3B
4
PG
4
Prostatis Group
Maryland
$934K
5
UBS Group
5
UBS Group
Switzerland
$334M
Name Market Value Shares Shares
Change 		Shares
Change %
SXL
2501
Summit X LLC
Missouri
– – -3,141 Closed
FWA
2502
Freedom Wealth Alliance
Wisconsin
– – -2,992 Closed
LC
2503
Lavaca Capital
Texas
– – -2,924 Closed
VI
2504
Versor Investments
New York
– – -2,893 Closed
XT
2505
XTX Topco
Cayman Islands
– – -2,714 Closed
VWA
2506
V Wealth Advisors
Kansas
– – -2,480 Closed
GA
2507
GraniteShares Advisors
New York
– – -2,451 Closed
BC
2508
Brookfield Corp
Ontario, Canada
– – -2,395 Closed
CGH
2509
CMG Global Holdings
Texas
– – -2,394 Closed
DA
2510
Duality Advisers
Florida
– – -2,353 Closed
SPA
2511
Sherbrooke Park Advisers
New York
– – -2,300 Closed
FDS
2512
First Dallas Securities
Texas
– – -2,100 Closed
GAM
2513
Gemmer Asset Management
California
– – -2,015 Closed
WBC
2514
Westpac Banking Corp
Australia
– – -2,013 Closed
CWM
2515
Castle Wealth Management
Florida
– – -1,986 Closed
TWM
2516
Triton Wealth Management
Arizona
– – -1,928 Closed
PA
2517
Prossimo Advisors
California
– – -1,925 Closed
CPC
2518
Consolidated Planning Corp
Georgia
– – -1,880 Closed
RCG
2519
Resource Consulting Group
Florida
– – -1,876 Closed
SAMT
2520
Select Asset Management & Trust
Pennsylvania
– – -1,853 Closed
LCC
2521
Lincoln Capital Corp
Rhode Island
– – -1,766 Closed
Fiera Capital (Canada)
2522
Fiera Capital (Canada)
Quebec, Canada
– – -1,747 Closed
OTL
2523
Oak Thistle LLC
New York
– – -1,732 Closed
VP
2524
Verum Partners
North Carolina
– – -1,728 Closed
AMG
2525
Asset Management Group
Connecticut
– – -1,709 Closed
99 100
101
102 103