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IBM
IBM

Overview Fund Activity

2,448 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, 981 increasing their positions, 953 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,448
Holders Change
+39
Holders Change %
+1.62%
% of All Funds
39.03%
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
981
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 %
RB
501
Rodgers Brothers
Pennsylvania
$5.74M +$931K +6,633 +19%
CCMINC
502
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.7M +$113K +805 +2%
HEIP
503
Hudson Edge Investment Partners
New Jersey
$5.69M -$595K -4,240 -9%
Millennium Management
504
Millennium Management
New York
$5.69M -$47.9M -341,665 -89%
FTA
505
Financial & Tax Architects
Missouri
$5.69M +$96.5K +688 +2%
RG
506
Rathbones Group
United Kingdom
$5.68M +$2.86M +20,378 +101%
CIC
507
Carnegie Investment Counsel
Ohio
$5.65M -$70.6K -503 -1%
AWM
508
Apollon Wealth Management
South Carolina
$5.64M +$15.3K +109 +0.3%
BBHC
509
Brown Brothers Harriman & Co
New York
$5.6M +$302K +2,156 +6%
TFA
510
Toth Financial Advisory
Virginia
$5.59M -$217K -1,549 -4%
FDDB
511
Fidelity D&D Bancorp
Pennsylvania
$5.56M +$5.56M +39,652 New
VFM
512
Viking Fund Management
North Dakota
$5.51M +$7.02K +50 +0.1%
TRCT
513
Tower Research Capital (TRC)
New York
$5.5M -$1.27M -9,030 -19%
CCM
514
Coldstream Capital Management
Washington
$5.47M +$154K +1,100 +3%
MFA
515
Mayflower Financial Advisors
Massachusetts
$5.46M +$8.98K +64 +0.2%
RAM
516
Riggs Asset Management
Pennsylvania
$5.45M +$270K +1,921 +5%
PGA
517
Portland Global Advisors
Maine
$5.45M +$152K +1,081 +3%
RWA
518
Ropes Wealth Advisors
Massachusetts
$5.44M -$512K -3,652 -9%
SMI
519
Shelter Mutual Insurance
Missouri
$5.4M – – –
GIM
520
Goelzer Investment Management
Indiana
$5.4M -$178K -1,267 -3%
WAM
521
Winslow Asset Management
Ohio
$5.39M -$69.3K -494 -1%
FMWA
522
Forvis Mazars Wealth Advisors
Missouri
$5.38M -$1.54M -10,953 -22%
BFG
523
Berger Financial Group
Minnesota
$5.32M +$209K +1,489 +4%
FCBT
524
First Citizens Bank & Trust
North Carolina
$5.32M -$897K -6,390 -14%
PSP
525
Principal Street Partners
Tennessee
$5.3M -$300K -2,138 -5%
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