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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 %
CBTWT
551
Community Bank & Trust (Waco, Texas)
Texas
$4.51M +$146K +1,032 +3%
BBA
552
BLB&B Advisors
Pennsylvania
$4.47M +$63.5K +450 +1%
SCM
553
Stonebridge Capital Management
California
$4.42M -$201K -1,425 -4%
LS
554
Leelyn Smith
Illinois
$4.41M +$2.4M +16,978 +119%
KL
555
KWMG LLC
Kansas
$4.38M +$136K +963 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
556
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.38M -$6.43M -45,530 -59%
BFS
557
Bard Financial Services
Connecticut
$4.36M +$247K +1,750 +6%
KRSITF
558
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.34M +$601K +4,258 +16%
TBA
559
Tower Bridge Advisors
Pennsylvania
$4.31M -$113K -800 -3%
VWM
560
Valley Wealth Managers
New Jersey
$4.31M +$155K +1,097 +4%
JIC
561
Johnson Investment Counsel
Ohio
$4.28M +$90.9K +644 +2%
MCM
562
MAI Capital Management
Ohio
$4.27M +$461K +3,263 +12%
LNC
563
Lincoln National Corp
Pennsylvania
$4.26M -$131K -929 -3%
MCM
564
Mengis Capital Management
Oregon
$4.26M +$565 +4 +0%
GCM
565
Garland Capital Management
Washington
$4.25M +$20.5K +145 +0.5%
Luther King Capital Management (LKCM)
566
Luther King Capital Management (LKCM)
Texas
$4.23M +$2.4M +17,004 +131%
APA
567
American Portfolios Advisors
New York
$4.18M +$53.8K +381 +1%
BE
568
Bonness Enterprises
District of Columbia
$4.17M – – –
WTC
569
WhitTier Trust Company
Nevada
$4.17M +$182K +1,289 +5%
Credit Agricole
570
Credit Agricole
France
$4.16M +$122K +863 +3%
GWM
571
Geneos Wealth Management
Colorado
$4.13M +$3.53K +25 +0.1%
MCM
572
Maryland Capital Management
Maryland
$4.12M +$596K +4,219 +17%
AP
573
Americana Partners
Texas
$4.09M +$2.67M +19,307 +188%
Members Trust
574
Members Trust
Florida
$4.09M -$65.6K -465 -2%
SA
575
Shilanski & Associates
Alaska
$4.08M +$123K +874 +3%
21 22
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