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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
39.02%
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 %
WAOI
2526
Wealth Advisors of Iowa
Iowa
– – -1,657 Closed
CG
2527
Cynosure Group
Utah
– – -1,656 Closed
PTC
2528
Petrus Trust Company
Texas
– – -1,614 Closed
WI
2529
Wintrust Investments
Illinois
– – -1,594 Closed
MC
2530
Miramar Capital
Illinois
– – -1,586 Closed
SLA
2531
Silver Lake Advisory
Utah
– – -1,551 Closed
DI
2532
Disciplined Investments
Oklahoma
– – -1,551 Closed
CGFA
2533
Colton Groome Financial Advisors
North Carolina
– – -1,519 Closed
SFM
2534
Signet Financial Management
New Jersey
– – -1,501 Closed
BIA
2535
Benchmark Investment Advisors
Illinois
– – -1,496 Closed
SIS
2536
Strategic Investment Solutions
Illinois
– – -1,249 Closed
WAM
2537
Worth Asset Management
Texas
– – -867 Closed
SF
2538
Safeguard Financial
Wisconsin
– – -679 Closed
FCG
2539
Financial Connections Group
California
– – -596 Closed
MCI
2540
MRP Capital Investments
Georgia
– – -500 Closed
ODG
2541
O'Dell Group
Ohio
– – -232 Closed
PIAS
2542
PCA Investment Advisory Services
Ohio
– – -231 Closed
CWA
2543
Clearview Wealth Advisors
Oregon
– – -213 Closed
FA
2544
Fiduciary Alliance
South Carolina
– – -183 Closed
2L
2545
25 LLC
Missouri
– – -163 Closed
TFP
2546
Tilia Fiduciary Partners
North Carolina
– – -36 Closed
1832 Asset Management
2547
1832 Asset Management
Ontario, Canada
– – -22 Closed
Twin Tree Management
2548
Twin Tree Management
Texas
– – – –
Simplex Trading
2549
Simplex Trading
Illinois
– – – –
DAL
2550
Delta Accumulation LLC
California
– – – –
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