2,342 hedge funds and large institutions have $66.8B invested in IBM in 2021 Q4 according to their latest regulatory filings, with 341 funds opening new positions, 545 increasing their positions, 1,454 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,342
Holders Change
+187
Holders Change %
+8.68%
% of All Funds
36.17%
Holding in Top 10
28
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-24.32%
% of All Funds
0.43%
New
341
Increased
545
Reduced
1,454
Closed
121
Calls
$2.61B
Puts
$2.35B
Net Calls
+$255M
Net Calls Change
-$285M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
501
Birmingham Capital Management
Alabama
$4.59M -$130K -972 -3%
CG
502
Colony Group
Massachusetts
$4.58M +$2.75M +20,574 +150%
CCIA
503
Cherry Creek Investment Advisors
Colorado
$4.58M +$22.2K +166 +0.5%
AAS
504
Avantax Advisory Services
Texas
$4.58M +$222K +1,661 +5%
BC
505
Burney Company
Virginia
$4.56M -$646K -4,832 -12%
GIM
506
Goelzer Investment Management
Indiana
$4.52M -$438K -3,275 -9%
CAM
507
Columbia Asset Management
Michigan
$4.52M -$400K -2,995 -8%
Fayez Sarofim & Co
508
Fayez Sarofim & Co
Texas
$4.52M +$1.09M +8,169 +32%
CK
509
Cohen Klingenstein
New York
$4.51M -$518K -3,873 -10%
SSG
510
Summit Securities Group
New York
$4.5M +$3.34M +25,011 +288%
BBA
511
BLB&B Advisors
Pennsylvania
$4.5M -$1.93M -14,443 -30%
BHWA
512
Beacon Harbor Wealth Advisors
Virginia
$4.49M -$207K -1,545 -4%
MFA
513
Mayflower Financial Advisors
Massachusetts
$4.48M +$670K +5,014 +18%
ATIA
514
American Trust Investment Advisors
New Hampshire
$4.47M +$4.47M +33,432 New
LFAS
515
Level Four Advisory Services
Texas
$4.46M +$861K +6,445 +24%
PP
516
Paloma Partners
Connecticut
$4.38M +$4.38M +32,762 New
HWM
517
HB Wealth Management
Georgia
$4.37M +$4.37M +32,693 New
MYAM
518
Meiji Yasuda Asset Management
Japan
$4.36M -$131K -983 -3%
SPC
519
Sigma Planning Corp
Michigan
$4.32M -$201K -1,501 -4%
SCM
520
Stonebridge Capital Management
California
$4.31M -$310K -2,320 -7%
AI
521
Atria Investments
North Carolina
$4.29M -$930K -6,956 -18%
PGA
522
Portland Global Advisors
Maine
$4.29M +$57.7K +432 +1%
BCI
523
Brinker Capital Investments
Pennsylvania
$4.28M -$127K -947 -3%
DY
524
Dowling & Yahnke
California
$4.25M -$909K -6,804 -18%
AOWM
525
Alpha Omega Wealth Management
Virginia
$4.17M +$95.4K +708 +2%