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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 %
AAS
451
Avantax Advisory Services
Texas
$6.77M -$65.1K -464 -1%
CSIC
452
Clifford Swan Investment Counsel
California
$6.74M -$279K -1,986 -4%
CWM
453
C2C Wealth Management
Arizona
$6.72M -$127K -900 -2%
LA
454
Lynch & Associates
Indiana
$6.7M -$23.9K -170 -0.4%
CCM
455
Cohen Capital Management
California
$6.68M -$112K -800 -2%
WIM
456
WealthPlan Investment Management
Nebraska
$6.67M +$3.27M +23,295 +96%
FTC
457
Farmers Trust Company
Ohio
$6.65M -$251K -1,786 -4%
FT
458
Fiduciary Trust
Massachusetts
$6.64M -$176K -1,257 -3%
NMERB
459
New Mexico Educational Retirement Board
New Mexico
$6.63M +$463K +3,300 +8%
DWM
460
Dorchester Wealth Management
Quebec, Canada
$6.57M -$94K -670 -1%
WG
461
Winton Group
United Kingdom
$6.49M +$2.72M +19,357 +72%
GIA
462
Gladstone Institutional Advisory
Florida
$6.49M +$331K +2,360 +5%
AMG
463
Advisors Management Group
Wisconsin
$6.49M -$127K -902 -2%
NC
464
Nicholas Company
Wisconsin
$6.47M -$26.7K -190 -0.4%
TAM
465
Tocqueville Asset Management
New York
$6.44M -$361K -2,570 -5%
Fidelity International
466
Fidelity International
Bermuda
$6.44M +$6.44M +45,893 New
EDRH
467
Edmond de Rothschild Holding
Switzerland
$6.39M +$258K +1,838 +4%
IAN
468
Integrated Advisors Network
Texas
$6.39M +$938K +6,688 +17%
CIC
469
Cutler Investment Counsel
Oregon
$6.37M +$1.4K +10 +0%
AIP
470
Ameritas Investment Partners
Nebraska
$6.34M +$338K +2,408 +6%
Kovitz Investment Group Partners
471
Kovitz Investment Group Partners
Illinois
$6.34M -$50.4K -359 -0.8%
Envestnet Portfolio Solutions
472
Envestnet Portfolio Solutions
Illinois
$6.33M +$6.33M +45,086 New
WT
473
Whittier Trust
California
$6.31M -$50.9K -363 -0.8%
IWC
474
Integrated Wealth Concepts
Massachusetts
$6.31M +$103K +734 +2%
EWM
475
Evercore Wealth Management
New York
$6.27M +$451K +3,217 +8%
17 18
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