2,379 hedge funds and large institutions have $67.4B invested in IBM in 2023 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 1,041 increasing their positions, 884 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,379
Holders Change
-43
Holders Change %
-1.78%
% of All Funds
38.08%
Holding in Top 10
47
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.07%
% of All Funds
0.75%
New
150
Increased
1,041
Reduced
884
Closed
143
Calls
$2.27B
Puts
$1.89B
Net Calls
+$381M
Net Calls Change
+$47.1M
Name Holding Trade Value Shares
Change
Shares
Change %
SGK
301
Steigerwald Gordon & Koch
Virginia
$11.5M +$462K +3,527 +4%
PA
302
Pinnacle Associates
New York
$11.4M -$174K -1,326 -2%
Northwestern Mutual Wealth Management
303
Northwestern Mutual Wealth Management
Wisconsin
$11.4M -$462K -3,528 -4%
SF
304
Synovus Financial
Georgia
$11.4M +$787K +6,002 +7%
IIM
305
Intact Investment Management
Quebec, Canada
$11.3M -$374K -2,850 -3%
Balyasny Asset Management
306
Balyasny Asset Management
Illinois
$11.1M +$11.1M +84,405 New
AAA
307
Adams Asset Advisors
Texas
$11.1M -$185K -1,414 -2%
LIP
308
Liontrust Investment Partners
United Kingdom
$11M +$11M +84,283 New
HPC
309
HM Payson & Co
Maine
$11M -$162K -1,235 -1%
SIMG
310
Sonora Investment Management Group
Arizona
$11M +$1.2M +9,131 +12%
TC
311
TownSquare Capital
Utah
$10.9M +$710K +5,417 +7%
Bank of Nova Scotia
312
Bank of Nova Scotia
Ontario, Canada
$10.9M -$1.55M -11,812 -12%
JMFC
313
J.M. Forbes & Co
Massachusetts
$10.8M +$176K +1,346 +2%
Allspring Global Investments
314
Allspring Global Investments
North Carolina
$10.8M -$456K -3,481 -4%
BWL
315
Bogart Wealth LLC
Virginia
$10.7M +$537K +4,094 +5%
ECM
316
Estabrook Capital Management
New York
$10.6M +$34.5K +263 +0.3%
TSW
317
Thompson Siegel & Walmsley
Virginia
$10.6M +$3.58M +27,315 +51%
Two Sigma Advisers
318
Two Sigma Advisers
New York
$10.6M +$1.04M +7,900 +11%
CA
319
Cetera Advisors
Colorado
$10.6M -$1.32M -10,103 -11%
CIC
320
Canal Insurance Company
South Carolina
$10.6M
BCIM
321
British Columbia Investment Management
British Columbia, Canada
$10.6M +$78.1K +596 +0.7%
GHAM
322
Gilman Hill Asset Management
Connecticut
$10.5M -$32.2K -246 -0.3%
HIMCH
323
Hartford Investment Management Co (HIMCO)
Connecticut
$10.5M -$1.95M -14,847 -16%
Westfield Capital Management
324
Westfield Capital Management
Massachusetts
$10.4M +$1.07M +8,177 +11%
JC
325
Jacobs & Co
California
$10.4M +$283K +2,156 +3%