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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 %
FNT
276
First National Trust
Pennsylvania
$15.1M 107,645 -3,162 -3%
PP
277
Prudential plc
United Kingdom
$15.1M 107,517 -5,970 -5%
ATC
278
Argent Trust Co
Tennessee
$15M 107,165 +3,309 +3%
PAM
279
Palisade Asset Management
Minnesota
$14.9M 106,272 +321 +0.3%
UM
280
UniSuper Management
Australia
$14.9M 106,197 +200 +0.2%
CB
281
Community Bank
New York
$14.9M 105,894 -1,789 -2%
SIS
282
Sound Income Strategies
Florida
$14.7M 104,902 +5,750 +6%
LA
283
LBP AM
France
$14.5M 103,558 +14,388 +16%
KA
284
KLCM Advisors
Wisconsin
$14.4M 102,434 -848 -0.8%
TIAA Trust, National Association
285
TIAA Trust, National Association
North Carolina
$14.2M 101,364 +101,364 New
Bank of Nova Scotia
286
Bank of Nova Scotia
Ontario, Canada
$14.1M 100,825 +10,585 +12%
Public Sector Pension Investment Board (PSP Investments)
287
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.7M 97,552 -45,589 -32%
PR
288
Payden & Rygel
California
$13.6M 97,270 +5,100 +6%
PRIG
289
Payden & Rygel Investment Group
California
$13.6M 97,270 +97,270 New
Carson Wealth (CWM LLC)
290
Carson Wealth (CWM LLC)
Nebraska
$13.6M 97,263 +8,690 +10%
WHG
291
Westwood Holdings Group
Texas
$13.5M 96,146 +741 +0.8%
SIMG
292
Sonora Investment Management Group
Arizona
$13.4M 95,607 +4,405 +5%
BRWA
293
B. Riley Wealth Advisors
Florida
$13.3M 94,887 -2,374 -2%
ASC
294
Atalanta Sosnoff Capital
New York
$13.2M 94,390 +18,272 +24%
SF
295
Synovus Financial
Georgia
$13.1M 93,470 +2,300 +3%
SGK
296
Steigerwald Gordon & Koch
Virginia
$13.1M 93,240 +2,334 +3%
UCFA
297
United Capital Financial Advisors
Texas
$13.1M 93,183 -10,256 -10%
BWP
298
Baldwin Wealth Partners
Massachusetts
$12.7M 90,781 -605 -0.7%
Westfield Capital Management
299
Westfield Capital Management
Massachusetts
$12.7M 90,209 +5,394 +6%
CWM
300
CIBC World Markets
New York
$12.6M 89,811 -98,115 -52%
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