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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 %
WSTAM
576
Wilbanks Smith & Thomas Asset Management
Virginia
$4.08M +$140K +995 +4%
VST
577
Van Strum & Towne
California
$4.06M -$4.09K -29 -0.1%
RMC
578
Resources Management Corp
Connecticut
$4.05M -$27.5K -195 -0.7%
FCA
579
FLC Capital Advisors
California
$4.05M -$185K -1,313 -4%
AAM
580
AR Asset Management
California
$4.05M +$474K +3,360 +13%
LC
581
Lavaca Capital
Texas
$4.04M – – –
H6H
582
Hightower 6M Holding
Kansas
$4.03M -$49.1K -348 -1%
SWA
583
Stratos Wealth Advisors
Ohio
$4.02M +$92.1K +652 +2%
KA
584
Kintegral Advisory
New York
$4.01M +$84.9K +601 +2%
KCPG
585
Kavar Capital Partners Group
Kansas
$4M -$242K -1,717 -6%
IA
586
IFP Advisors
Florida
$3.99M – – –
CAM
587
Cresset Asset Management
Illinois
$3.98M +$539K +4,019 +16%
SMG
588
Spectrum Management Group
Indiana
$3.98M +$3.66M +25,953 +1,165%
RWM
589
RBA Wealth Management
California
$3.97M +$202K +1,433 +5%
RIG
590
Roosevelt Investment Group
New York
$3.96M +$10.6K +75 +0.3%
SYBT
591
Stock Yards Bank & Trust
Kentucky
$3.96M +$670K +4,745 +20%
CNC
592
Canandaigua National Corp
New York
$3.94M +$52.9K +375 +1%
IWA
593
IBEX Wealth Advisors
New Jersey
$3.94M +$3.52M +24,932 +844%
FAP
594
Financial Advisory Partners
Florida
$3.93M +$302K +2,136 +8%
CIAS
595
Capital Investment Advisory Services
North Carolina
$3.92M +$536K +3,798 +16%
WWM
596
Wagner Wealth Management
South Carolina
$3.91M +$1.14M +8,058 +41%
HFS
597
Hantz Financial Services
Michigan
$3.91M +$3.33M +23,569 +574%
SHFA
598
SS&H Financial Advisors
Michigan
$3.9M -$205K -1,450 -5%
NRS
599
Neville Rodie & Shaw
New York
$3.88M -$282K -2,000 -7%
OA
600
Oak Associates
Ohio
$3.86M -$25.6K -181 -0.7%
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