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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 %
AMBIA
476
Allen Mooney & Barnes Investment Advisors
Georgia
$6.2M +$239K +1,703 +4%
WP
477
WealthPLAN Partners
Nebraska
$6.2M +$3.07M +21,898 +98%
BCV
478
Banque Cantonale Vaudoise
Switzerland
$6.19M -$504K -3,590 -8%
MA
479
Mutual Advisors
Nebraska
$6.13M -$709K -5,056 -10%
MCM
480
Marathon Capital Management
Maryland
$6.08M +$4.07K +29 +0.1%
CTC (Chicago Trading Company)
481
CTC (Chicago Trading Company)
Illinois
$6.07M +$6.07M +43,265 New
IF
482
Insight Folios
North Carolina
$6.07M -$748K -5,332 -11%
GBWM
483
Granite Bay Wealth Management
New Hampshire
$6.05M +$6.05M +42,530 New
VDBMI
484
Van Den Berg Management I
Texas
$6.04M +$271K +1,929 +5%
WTFG
485
Wells Trecaso Financial Group
Ohio
$6.03M +$73.2K +522 +1%
CAM
486
Columbia Asset Management
Michigan
$6M +$75.8K +540 +1%
Credit Agricole
487
Credit Agricole
France
$5.97M -$2.17M -15,495 -27%
Balyasny Asset Management
488
Balyasny Asset Management
Illinois
$5.93M +$4.13M +29,453 +230%
VPIM
489
Vanguard Personalized Indexing Management
California
$5.93M +$469K +3,346 +9%
XF
490
XML Financial
Maryland
$5.88M -$102K -725 -2%
NB
491
NBT Bank
New York
$5.85M +$981K +6,993 +20%
AC
492
Addenda Capital
Quebec, Canada
$5.84M -$5.47K -39 -0.1%
AP
493
Americana Partners
Texas
$5.84M +$506K +3,623 +9%
AIS
494
American Investment Services
Massachusetts
$5.83M -$2.36M -16,829 -29%
VF
495
Virtu Financial
New York
$5.83M +$5.28M +37,626 +962%
IWA
496
IBEX Wealth Advisors
New Jersey
$5.82M +$5.82M +41,483 New
CCM
497
Channing Capital Management
Illinois
$5.81M -$1.14M -8,132 -16%
AGC
498
Aspen Grove Capital
Colorado
$5.8M -$1.55M -11,046 -21%
CCIA
499
Cherry Creek Investment Advisors
Colorado
$5.78M +$66.8K +476 +1%
MPM
500
Meritage Portfolio Management
Kansas
$5.74M -$99.8K -711 -2%
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