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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 %
NC
376
Nicholas Company
Wisconsin
$8.32M – – –
Thrivent Financial for Lutherans
377
Thrivent Financial for Lutherans
Minnesota
$8.31M -$872K -6,176 -10%
IAA
378
Independent Advisor Alliance
North Carolina
$8.28M +$2.57M +18,183 +45%
WS
379
Wedbush Securities
California
$8.26M +$605K +4,285 +8%
Cerity Partners
380
Cerity Partners
New York
$8.23M +$4.19M +29,683 +104%
WA
381
WealthTrust Axiom
Pennsylvania
$8.22M -$13.8K -98 -0.2%
BB
382
Bell Bank
North Dakota
$8.21M +$878K +6,217 +12%
AOWM
383
Alpha Omega Wealth Management
Virginia
$8.19M +$75.8K +537 +0.9%
AG
384
Advocate Group
Minnesota
$8.17M +$8.17M +57,875 New
MIM
385
Montgomery Investment Management
Maryland
$8.11M -$70.9K -502 -0.9%
Bessemer Group
386
Bessemer Group
New Jersey
$8.11M -$117K -828 -1%
PCM
387
Parsons Capital Management
Rhode Island
$8.09M +$2.02M +14,314 +33%
Carson Wealth (CWM LLC)
388
Carson Wealth (CWM LLC)
Nebraska
$8.05M +$655K +4,637 +9%
SAM
389
Sabadell Asset Management
Spain
$8.04M – – –
BCV
390
Banque Cantonale Vaudoise
Switzerland
$8M -$404K -2,865 -5%
KFP
391
Keystone Financial Planning
Ohio
$8M -$63.1K -447 -0.8%
NAM
392
NorthCrest Asset Manangement
Minnesota
$7.98M +$363K +2,568 +5%
TAIM
393
Te Ahumairangi Investment Management
New Zealand
$7.92M -$609K -4,310 -7%
WT
394
Whittier Trust
California
$7.86M -$96.4K -683 -1%
EI
395
Ethic Inc
New York
$7.83M +$1.45M +10,298 +23%
BF
396
BOK Financial
Oklahoma
$7.82M +$45K +319 +0.6%
KCM
397
Kanawha Capital Management
Virginia
$7.79M +$69.2K +490 +0.9%
AAIM
398
American Assets Investment Management
California
$7.77M – – –
TWC
399
TD Waterhouse Canada
Ontario, Canada
$7.73M +$1.81M +11,937 +31%
WIC
400
Wilkins Investment Counsel
Massachusetts
$7.68M -$106K -750 -1%
14 15
16
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