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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
CIM
351
Chiron Investment Management
New York
$9.85M +$9.85M +70,219 New
MSRPS
352
Maryland State Retirement & Pension System
Maryland
$9.82M +$80.1K +571 +0.8%
ETC
353
Exchange Traded Concepts
Oklahoma
$9.79M -$626K -4,462 -6%
WF
354
Welch & Forbes
Massachusetts
$9.76M -$294K -2,097 -3%
NEI
355
Northwest & Ethical Investments
Ontario, Canada
$9.75M -$1.44M -10,240 -13%
OPS
356
Orion Portfolio Solutions
Nebraska
$9.73M -$1.03M -7,325 -10%
BCI
357
Brinker Capital Investments
Pennsylvania
$9.73M -$1.03M -7,325 -10%
MAM
358
Martingale Asset Management
Massachusetts
$9.72M -$55.7K -397 -0.6%
HWM
359
HB Wealth Management
Georgia
$9.71M +$1.15M +8,163 +13%
NAM
360
NorthCrest Asset Manangement
Minnesota
$9.63M -$55.1K -393 -0.6%
JHP
361
James Hambro & Partners
United Kingdom
$9.59M -$11.3M -80,651 -54%
RCM
362
Radnor Capital Management
Pennsylvania
$9.59M +$9.59M +68,330 New
Capital Fund Management (CFM)
363
Capital Fund Management (CFM)
France
$9.59M -$16.9M -120,454 -64%
BPC
364
Banque Pictet & Cie
Switzerland
$9.51M +$1.03M +7,370 +12%
BFS
365
Bradley Foster & Sargent
Connecticut
$9.5M – – –
RCYC
366
Richard C. Young & Co
Rhode Island
$9.48M -$96.5K -688 -1%
CIA
367
Capital Investment Advisors
Georgia
$9.45M +$58.6K +418 +0.6%
Wealthfront Advisers
368
Wealthfront Advisers
California
$9.44M +$962K +6,858 +11%
WPC
369
Waters Parkerson & Co
Louisiana
$9.42M +$198K +1,408 +2%
Wolverine Trading
370
Wolverine Trading
Illinois
$9.38M -$13M -92,390 -58%
Man Group
371
Man Group
United Kingdom
$9.32M -$7.19M -53,709 Closed
HIMCH
372
Hartford Investment Management Co (HIMCO)
Connecticut
$9.32M -$284K -2,021 -3%
RFC
373
Regions Financial Corp
Alabama
$9.25M -$89.9K -641 -1%
JMFC
374
J.M. Forbes & Co
Massachusetts
$9.24M +$73.5K +524 +0.8%
OC
375
Oppenheimer & Co
New York
$9.21M +$46K +328 +0.5%
13 14
15
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