2,409 hedge funds and large institutions have $69.6B invested in IBM in 2023 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 990 increasing their positions, 937 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,409
Holders Change
+29
Holders Change %
+1.22%
% of All Funds
37.99%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.69%
New
158
Increased
990
Reduced
937
Closed
108
Calls
$2.3B
Puts
$1.55B
Net Calls
+$756M
Net Calls Change
+$375M
Name Holding Trade Value Shares
Change
Shares
Change %
RB
551
Rodgers Brothers
Pennsylvania
$4.58M +$8.3K +62 +0.2%
ATIA
552
American Trust Investment Advisors
New Hampshire
$4.58M +$53.5K +400 +1%
BIA
553
Barry Investment Advisors
Massachusetts
$4.58M -$245K -1,829 -5%
LIP
554
Liontrust Investment Partners
United Kingdom
$4.57M -$6.71M -50,135 -59%
CIP
555
Chartwell Investment Partners
Pennsylvania
$4.57M -$4.42K -33 -0.1%
MMM
556
Mendel Money Management
Illinois
$4.54M +$74.3K +555 +2%
BC
557
Bartlett & Co
Ohio
$4.53M -$14.9K -111 -0.3%
BCWM
558
Bartlett & Co Wealth Management
Ohio
$4.53M -$14.9K -111 -0.3%
FMII
559
Farmers & Merchants Investments Inc
Nebraska
$4.53M +$1.82M +13,568 +67%
TCOV
560
Trust Company of Vermont
Vermont
$4.53M -$15K -112 -0.3%
GCM
561
Garland Capital Management
Washington
$4.52M +$196K +1,462 +5%
CK
562
Cohen Klingenstein
New York
$4.51M
FM
563
Foster & Motley
Ohio
$4.49M +$192K +1,436 +4%
GF
564
Gabelli Funds
New York
$4.45M +$139K +1,040 +3%
JIC
565
Johnson Investment Counsel
Ohio
$4.45M +$741K +5,536 +20%
KRSITF
566
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.36M +$56.9K +425 +1%
AFG
567
Albion Financial Group
Utah
$4.36M -$323K -2,417 -7%
BCM
568
Birmingham Capital Management
Alabama
$4.36M -$446K -3,335 -9%
ClearBridge Investments
569
ClearBridge Investments
New York
$4.35M +$425K +3,178 +11%
CBTWT
570
Community Bank & Trust (Waco, Texas)
Texas
$4.34M +$28K +209 +0.6%
ECU
571
Eisler Capital (UK)
United Kingdom
$4.34M -$12.2M -91,151 -74%
SPC
572
Sigma Planning Corp
Michigan
$4.33M -$1.3M -9,711 -23%
Luther King Capital Management (LKCM)
573
Luther King Capital Management (LKCM)
Texas
$4.3M -$146K -1,091 -3%
CNBT
574
Canandaigua National Bank & Trust
New York
$4.28M -$35.6K -266 -0.8%
SIC
575
SFE Investment Counsel
California
$4.26M +$486K +3,630 +13%