IBM icon

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 %
MLICM
526
Metropolitan Life Insurance Company (MetLife)
New York
$5.29M -$264K -1,879 -5%
RBC
527
Romano Brothers & Co
Illinois
$5.26M -$61.2K -436 -1%
BL
528
BCWM LLC
Kansas
$5.22M -$70K -499 -1%
CWP
529
Cyndeo Wealth Partners
Florida
$5.21M +$3.3M +23,510 +172%
TCOV
530
Trust Company of Vermont
Vermont
$5.11M +$359K +2,562 +8%
BCM
531
Birmingham Capital Management
Alabama
$5.1M +$530K +3,776 +12%
FB
532
Fulton Bank
Pennsylvania
$5.08M +$114K +815 +2%
GAM
533
Gotham Asset Management
New York
$5.08M -$4.11M -29,315 -45%
GCC
534
Game Creek Capital
Massachusetts
$5.08M +$2.78M +19,812 +121%
SS
535
Simplicity Solutions
Minnesota
$5.07M -$347K -2,476 -6%
ATIA
536
American Trust Investment Advisors
New Hampshire
$5.06M +$262K +1,870 +5%
BIMC
537
Benson Investment Management Company
Virginia
$5.05M +$46.2K +329 +0.9%
KL
538
KWMG LLC
Kansas
$4.99M +$65.7K +468 +1%
TA
539
Tectonic Advisors
Texas
$4.99M +$554K +3,949 +12%
SBH
540
Segall Bryant & Hamill
Illinois
$4.99M -$157K -1,117 -3%
BIA
541
Barry Investment Advisors
Massachusetts
$4.95M +$154K +1,097 +3%
PAM
542
Panagora Asset Management
Massachusetts
$4.94M +$494K +3,520 +11%
SWM
543
SeaCrest Wealth Management
New York
$4.94M -$281 -2 -0%
Dodge & Cox
544
Dodge & Cox
California
$4.94M – – –
RAG
545
RIA Advisory Group
Iowa
$4.93M +$4.01M +28,619 +438%
SFS
546
Sowell Financial Services
Arkansas
$4.93M +$106K +752 +2%
MMM
547
Mendel Money Management
Illinois
$4.92M +$164K +1,171 +3%
CA
548
Clearstead Advisors
Ohio
$4.89M +$2.76M +19,700 +130%
FMII
549
Farmers & Merchants Investments Inc
Nebraska
$4.88M +$135K +960 +3%
CC
550
Cannell & Co
New York
$4.88M – – –
20 21
22
23 24