IBM icon

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 %
VDBMI
501
Van Den Berg Management I
Texas
$5.31M -$91.2K -646 -2%
LOAMU
502
Lombard Odier Asset Management (USA)
New York
$5.3M +$5.3M +37,500 New
CAM
503
Columbia Asset Management
Michigan
$5.25M +$5.25M +37,188 New
WAM
504
Winslow Asset Management
Ohio
$5.23M +$149K +1,052 +3%
VPIM
505
Vanguard Personalized Indexing Management
California
$5.23M +$1.71M +12,105 +49%
AWAG
506
ARS Wealth Advisors Group
Florida
$5.2M +$5.2M +36,840 New
1SB
507
1ST Source Bank
Indiana
$5.2M -$4.24K -30 -0.1%
TCM
508
Tufton Capital Management
Maryland
$5.18M -$3.53K -25 -0.1%
AAS
509
Avantax Advisory Services
Texas
$5.15M +$163K +1,153 +3%
GP
510
Geneva Partners
Wisconsin
$5.15M +$5.15M +36,437 New
GI
511
GAMCO Investors
Connecticut
$5.13M -$148K -1,047 -3%
BIMC
512
Benson Investment Management Company
Virginia
$5.11M +$5.11M +36,340 New
LFAS
513
Level Four Advisory Services
Texas
$5.1M +$440K +3,114 +9%
CCIA
514
Cherry Creek Investment Advisors
Colorado
$5.08M +$66.4K +470 +1%
TCOV
515
Trust Company of Vermont
Vermont
$5.08M +$41.8K +296 +0.8%
FTA
516
Financial & Tax Architects
Missouri
$5.06M +$464K +3,288 +10%
ClearBridge Investments
517
ClearBridge Investments
New York
$5.06M +$579K +4,101 +13%
BFEC
518
Benjamin F. Edwards & Company
Missouri
$5.05M +$534K +3,779 +12%
CC
519
Cannell & Co
New York
$5.02M -$654K -4,633 -12%
NB
520
NBT Bank
New York
$5M +$157K +1,111 +3%
BCWM
521
Bartlett & Co Wealth Management
Ohio
$4.97M -$66.4K -470 -1%
BC
522
Bartlett & Co
Ohio
$4.97M -$66.4K -470 -1%
GIM
523
Goelzer Investment Management
Indiana
$4.97M +$201K +1,423 +4%
DMBA
524
Deseret Mutual Benefit Administrators
Utah
$4.96M +$53.4K +378 +1%
RAM
525
Riggs Asset Management
Pennsylvania
$4.93M +$4.87M +34,459 +7,779%
19 20
21
22 23