2,409 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.

New
Increased
Maintained
Reduced
Closed
Holders
2,409
Holders Change
+29
Holders Change %
+1.22%
% of All Funds
37.99%
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
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
251
MML Investors Services
Massachusetts
$18.2M +$1.57M +11,761 +9%
PTC
252
Philadelphia Trust Company
Pennsylvania
$18.2M -$582K -4,347 -3%
JGUA
253
John G. Ullman & Associates
New York
$18.1M +$507K +3,792 +3%
LCM
254
Logan Capital Management
Pennsylvania
$18M +$536K +4,006 +3%
VHAM
255
Van Hulzen Asset Management
California
$17.8M -$9.14M -68,295 -34%
MGIM
256
M&G Investment Management
United Kingdom
$17.6M +$16.5M +123,343 +1,612%
Calamos Advisors
257
Calamos Advisors
Illinois
$17.5M
MOACM
258
Mutual of America Capital Management
New York
$17.5M +$165K +1,231 +1%
PA
259
Pinnacle Associates
New York
$17.2M +$5.58M +41,694 +48%
First Manhattan
260
First Manhattan
New York
$17M -$4.21M -31,441 -20%
USCWA
261
U.S. Capital Wealth Advisors
Texas
$16.8M -$2.82M -21,081 -14%
JFG
262
Jefferies Financial Group
New York
$16.6M -$6.64M -49,609 -29%
SCM
263
SKBA Capital Management
California
$16.6M +$13.4K +100 +0.1%
BPA
264
Beacon Pointe Advisors
California
$16.3M +$321K +2,397 +2%
LGF
265
LGT Group Foundation
Liechtenstein
$16.1M -$1.76M -13,187 -10%
AIM
266
Achmea Investment Management
Netherlands
$16.1M +$2.47M +18,489 +18%
NAM
267
Nissay Asset Management
Japan
$16.1M -$356K -2,657 -2%
GCM
268
Graham Capital Management
Connecticut
$16.1M +$13.1M +97,932 +439%
BCM
269
Brookstone Capital Management
Illinois
$15.7M +$382K +2,890 +2%
OSAM
270
O'Shaughnessy Asset Management
Connecticut
$15.7M -$3.43M -25,606 -18%
LCS
271
Levin Capital Strategies
New York
$15.5M -$587K -4,389 -4%
JCM
272
Janney Capital Management
Pennsylvania
$15.3M +$269K +2,011 +2%
PP
273
Prudential plc
United Kingdom
$15.2M +$436K +3,260 +3%
SOADOR
274
State of Alaska Department of Revenue
Alaska
$15.1M -$5.05M -37,752 -25%
FP
275
Foundry Partners
Minnesota
$14.9M -$2.57M -19,217 -15%