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IBM
IBM

Overview Fund Activity

2,366 hedge funds and large institutions have $71.5B invested in IBM in 2022 Q2 according to their latest regulatory filings, with 180 funds opening new positions, 1,139 increasing their positions, 734 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,366
Holders Change
+36
Holders Change %
+1.55%
% of All Funds
40.01%
Holding in Top 10
67
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+116.13%
% of All Funds
1.13%
New
180
Increased
1,139
Reduced
734
Closed
114
Calls
$3.06B
Puts
$2.94B
Net Calls
+$121M
Net Calls Change
-$809M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$521M
2
BlackRock
BlackRock
New York
+$447M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$173M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$170M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$155M

Top Sellers

1
AWA
Aaron Wealth Advisors
Illinois
-$470M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$257M
3
Fidelity International
Fidelity International
Bermuda
-$197M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$137M
5
State Street
State Street
Massachusetts
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
351
Sound Income Strategies
Florida
$9.32M +$707K +5,008 +8%
TCA
352
Transcend Capital Advisors
New Jersey
$9.26M +$187K +1,327 +2%
LGF
353
LGT Group Foundation
Liechtenstein
$9.17M +$3.11M +22,025 +51%
CGH
354
Crossmark Global Holdings
Texas
$9.11M -$592K -4,193 -6%
Westfield Capital Management
355
Westfield Capital Management
Massachusetts
$9.01M +$2.08M +14,737 +30%
SIMG
356
Sonora Investment Management Group
Arizona
$8.92M +$3.63M +25,698 +69%
CLOS
357
Compagnie Lombard Odier SCmA
Switzerland
$8.88M +$398K +2,820 +5%
SPIA
358
Steward Partners Investment Advisory
New York
$8.79M -$259K -1,837 -3%
PTC
359
Philadelphia Trust Company
Pennsylvania
$8.78M +$6.85M +48,498 +355%
SWM
360
Stockman Wealth Management
Montana
$8.76M +$158K +1,119 +2%
Cetera Investment Advisers
361
Cetera Investment Advisers
Illinois
$8.74M +$33.6K +238 +0.4%
BWL
362
Bogart Wealth LLC
Virginia
$8.71M +$1.43M +10,127 +20%
RCM
363
Radnor Capital Management
Pennsylvania
$8.62M +$82.5K +584 +1%
RC
364
RegentAtlantic Capital
New Jersey
$8.61M -$149K -1,054 -2%
AI
365
Atria Investments
North Carolina
$8.59M +$2.72M +19,249 +46%
FT
366
Fiduciary Trust
Massachusetts
$8.58M -$278K -1,972 -3%
HIMC
367
Heritage Investors Management Corp
Maryland
$8.56M -$388K -2,747 -4%
CIA
368
Capital Investment Advisors
Georgia
$8.56M -$274K -1,943 -3%
BBHC
369
Brown Brothers Harriman & Co
New York
$8.52M -$768K -5,441 -8%
GWM
370
Greenwich Wealth Management
Connecticut
$8.47M -$40.9K -290 -0.5%
GIM
371
Grassi Investment Management
California
$8.47M -$14.1K -100 -0.2%
CSIC
372
Clifford Swan Investment Counsel
California
$8.42M -$823K -5,828 -9%
BFS
373
Bradley Foster & Sargent
Connecticut
$8.41M +$466K +3,299 +6%
ETC
374
Exchange Traded Concepts
Oklahoma
$8.36M -$879K -6,225 -10%
BHWM
375
Bar Harbor Wealth Management
New Hampshire
$8.33M +$299K +2,115 +4%
13 14
15
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