IBM icon

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 %
TC
301
TownSquare Capital
Utah
$12.6M 89,599 -4,665 -5%
CFB
302
Cullen/Frost Bankers
Texas
$12.5M 89,346 -4,303 -5%
Northwestern Mutual Wealth Management
303
Northwestern Mutual Wealth Management
Wisconsin
$12.3M 87,736 +883 +1%
MWM
304
Meridian Wealth Management
Kentucky
$12.2M 87,212 +40,678 +87%
WB
305
WesBanco Bank
West Virginia
$12.2M 87,180 -6,752 -7%
PFO
306
Pathstone Family Office
New Jersey
$12.2M 86,789 +46,216 +114%
ASN
307
Advisory Services Network
Georgia
$12.2M 86,657 -6,578 -7%
SPIA
308
Steward Partners Investment Advisory
New York
$11.9M 84,805 +18,112 +27%
Nomura Holdings
309
Nomura Holdings
Japan
$11.9M 84,501 +73,282 +653%
Thrivent Financial for Lutherans
310
Thrivent Financial for Lutherans
Minnesota
$11.7M 83,329 -19,167 -19%
TNBTD
311
Trustmark National Bank Trust Department
Mississippi
$11.7M 83,168 -452 -0.5%
GIBU
312
Gulf International Bank (UK)
United Kingdom
$11.6M 83,032 -8,376 -9%
RMCM
313
Reynders McVeigh Capital Management
Massachusetts
$11.6M 82,927 +10,415 +14%
AWS
314
Atria Wealth Solutions
New York
$11.6M 82,629 +14,196 +21%
BCIM
315
British Columbia Investment Management
British Columbia, Canada
$11.6M 82,572 +612 +0.7%
DWP
316
Daymark Wealth Partners
Ohio
$11.4M 180,893 +107,762 +147%
BWL
317
Bogart Wealth LLC
Virginia
$11.4M 81,355 -1,091 -1%
CIC
318
Canal Insurance Company
South Carolina
$11.4M 81,000 – –
AAA
319
Adams Asset Advisors
Texas
$11.3M 80,593 +5,979 +8%
HPC
320
HM Payson & Co
Maine
$11.3M 80,298 -1,329 -2%
TSW
321
Thompson Siegel & Walmsley
Virginia
$11.2M 80,068 +10 +0%
MC
322
Moors & Cabot
Massachusetts
$11.2M 79,952 +6,590 +9%
PFP
323
Pinnacle Financial Partners
Tennessee
$11.2M 79,714 +4,286 +6%
GHAM
324
Gilman Hill Asset Management
Connecticut
$11.1M 79,007 -4,235 -5%
ECM
325
Estabrook Capital Management
New York
$11.1M 78,826 -2,272 -3%
11 12
13
14 15