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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 %
APP
576
Avantax Planning Partners
Iowa
$4.53M -$1.6M -11,413 -26%
SVCP
577
Silicon Valley Capital Partners
California
$4.52M +$1.14M +8,117 +34%
Jennison Associates
578
Jennison Associates
New York
$4.52M -$925K -6,592 -17%
JIC
579
Johnson Investment Counsel
Ohio
$4.51M -$149K -1,063 -3%
GIM
580
Greylin Investment Management
Virginia
$4.51M -$1.42M -10,121 -24%
RWM
581
RBA Wealth Management
California
$4.49M +$88.2K +629 +2%
SA
582
Shilanski & Associates
Alaska
$4.49M +$108K +772 +2%
EF
583
Empirical Finance
Pennsylvania
$4.44M +$492K +3,509 +12%
AAM
584
AR Asset Management
California
$4.41M – – –
Members Trust
585
Members Trust
Florida
$4.39M +$159K +1,123 +4%
BFEC
586
Benjamin F. Edwards & Company
Missouri
$4.32M -$577K -4,109 -12%
BFS
587
Bard Financial Services
Connecticut
$4.29M -$42.8K -305 -1%
HFS
588
Hantz Financial Services
Michigan
$4.25M +$51.5K +367 +1%
MCM
589
MAI Capital Management
Ohio
$4.22M +$195K +1,387 +5%
IMCOOI
590
Investment Management Corp of Ontario (IMCO)
Canada
$4.22M +$151K +1,075 +4%
ACM
591
Advent Capital Management
New York
$4.21M – – –
RMC
592
Resources Management Corp
Connecticut
$4.2M -$18.2K -130 -0.4%
WSTAM
593
Wilbanks Smith & Thomas Asset Management
Virginia
$4.2M -$193K -1,375 -4%
VWM
594
Valley Wealth Managers
New Jersey
$4.18M -$223K -1,587 -5%
BE
595
Bonness Enterprises
District of Columbia
$4.15M – – –
NC
596
NovaPoint Capital
Georgia
$4.13M +$200K +1,428 +5%
TCM
597
Tufton Capital Management
Maryland
$4.13M -$29.5K -210 -0.7%
MAM
598
Madison Asset Management
Wisconsin
$4.12M +$2.86M +20,404 +228%
IC
599
IEQ Capital
California
$4.12M +$344K +2,450 +9%
ALAM
600
Asahi Life Asset Management
Japan
$4.1M -$704K -5,019 -15%
22 23
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