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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 %
CAM
601
Cubic Asset Management
Massachusetts
$3.86M +$60K +425 +2%
IA
602
IFG Advisory
Georgia
$3.85M +$219K +1,549 +6%
CIP
603
Chartwell Investment Partners
Pennsylvania
$3.83M +$51.1K +362 +1%
ACM
604
Argyle Capital Management
Pennsylvania
$3.83M -$83K -588 -2%
EFS
605
Essex Financial Services
Connecticut
$3.8M +$89.1K +631 +2%
TF
606
Tompkins Financial
New York
$3.76M -$223K -1,581 -6%
AWA
607
Aaron Wealth Advisors
Illinois
$3.74M -$470M -3,331,045 -99%
AP
608
Advisor Partners
California
$3.72M +$804K +5,693 +28%
MMM
609
Mendel Money Management
Illinois
$3.72M +$404K +2,865 +12%
BWA
610
BDO Wealth Advisors
Florida
$3.71M +$25.3K +179 +0.7%
Assenagon Asset Management
611
Assenagon Asset Management
Luxembourg
$3.66M -$185K -1,311 -5%
FCBT
612
First Citizens Bank & Trust
North Carolina
$3.62M +$15.7K +111 +0.4%
CTC
613
Central Trust Company
Missouri
$3.62M +$382K +2,705 +12%
WSC
614
Wellington Shields & Co
New York
$3.61M -$365K -2,588 -9%
CIC
615
Carnegie Investment Counsel
Ohio
$3.61M +$2.35M +16,611 +186%
FWCM
616
Ferguson Wellman Capital Management
Oregon
$3.58M -$59.2K -419 -2%
SIC
617
SFE Investment Counsel
California
$3.58M -$50.1K -355 -1%
NC
618
NovaPoint Capital
Georgia
$3.58M +$55.8K +395 +2%
LOAME
619
Lombard Odier Asset Management (Europe)
United Kingdom
$3.57M +$1.18M +8,352 +49%
SWMG
620
Signature Wealth Management Group
Georgia
$3.53M +$29.5K +209 +0.8%
WG
621
Winton Group
United Kingdom
$3.53M -$765K -5,415 -18%
MCC
622
Money Concepts Capital
Florida
$3.52M -$774K -5,484 -18%
LIM
623
Longfellow Investment Management
Massachusetts
$3.51M +$2.02M +14,274 +135%
CYG
624
Clean Yield Group
Vermont
$3.49M -$196K -1,391 -5%
KC
625
Kinloch Capital
Virginia
$3.49M +$126K +894 +4%
23 24
25
26 27