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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 %
AFG
526
Albion Financial Group
Utah
$4.92M +$59K +418 +1%
RBA
527
Richard Bernstein Advisors
New York
$4.9M – – –
GF
528
Gabelli Funds
New York
$4.88M +$17.7K +125 +0.4%
FTC
529
Farmers Trust Company
Ohio
$4.81M +$163K +1,157 +4%
BL
530
BCWM LLC
Kansas
$4.8M +$468K +3,314 +11%
SIA
531
Soltis Investment Advisors
Utah
$4.79M +$964K +6,828 +25%
PAG
532
Private Advisory Group
Washington
$4.79M -$86.4K -612 -2%
MSAM
533
Moloney Securities Asset Management
Missouri
$4.78M -$503K -3,561 -10%
NEI
534
Northwest & Ethical Investments
Ontario, Canada
$4.77M +$494K +3,502 +12%
CK
535
Cohen Klingenstein
New York
$4.76M – – –
NEAM
536
New England Asset Management
Connecticut
$4.76M +$297K +2,100 +7%
VI
537
Vestcor Inc
New Brunswick, Canada
$4.76M +$952K +6,742 +25%
PGA
538
Portland Global Advisors
Maine
$4.75M +$71.4K +506 +2%
ATIA
539
American Trust Investment Advisors
New Hampshire
$4.74M -$15.5K -110 -0.3%
BS
540
Boenning & Scattergood
Pennsylvania
$4.73M -$169K -1,200 -3%
IMOV
541
Investment Management of Virginia
Virginia
$4.71M +$65.4K +463 +1%
FMWA
542
Forvis Mazars Wealth Advisors
Missouri
$4.71M +$535K +3,790 +13%
BCM
543
Birmingham Capital Management
Alabama
$4.71M -$114K -805 -2%
HEIP
544
Hudson Edge Investment Partners
New Jersey
$4.7M -$718K -5,089 -13%
BC
545
Burney Company
Virginia
$4.66M -$170K -1,203 -4%
FB
546
Fulton Bank
Pennsylvania
$4.64M +$117K +830 +3%
DY
547
Dowling & Yahnke
California
$4.63M +$217K +1,539 +5%
ACM
548
Altrius Capital Management
North Carolina
$4.6M +$4.6M +32,615 New
CWM
549
C2C Wealth Management
Arizona
$4.6M -$273K -2,089 -6%
WIS
550
Wright Investors Service
Connecticut
$4.6M +$228K +1,617 +5%
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