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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 %
PCM
626
Palouse Capital Management
Washington
$3.47M -$52.7K -373 -1%
SWM
627
Silverlake Wealth Management
Vermont
$3.47M +$96.4K +683 +3%
BB
628
Busey Bank
Illinois
$3.47M +$81.8K +579 +2%
CC
629
Courier Capital
New York
$3.47M -$33K -234 -0.9%
HKIM
630
Hayek Kallen Investment Management
Alabama
$3.47M +$193K +1,369 +6%
SC
631
Searle & Co
Connecticut
$3.47M -$5.65K -40 -0.2%
ERIC
632
Eagle Rock Investment Company
Georgia
$3.45M +$90.8K +643 +3%
WCM
633
Windward Capital Management
California
$3.44M +$21.2K +150 +0.6%
JCM
634
Jacobi Capital Management
Pennsylvania
$3.42M +$13.1K +93 +0.4%
WCA
635
Westover Capital Advisors
Delaware
$3.42M +$3.42M +24,243 New
RG
636
Richelieu Gestion
France
$3.4M -$1.66M -11,743 -33%
RG
637
Rathbones Group
United Kingdom
$3.38M -$123K -870 -4%
SCM
638
Schnieders Capital Management
California
$3.35M -$196K -1,385 -6%
AG
639
AIA Group
Hong Kong
$3.34M +$1.22M +8,627 +57%
CAM
640
Carret Asset Management
New York
$3.34M -$44.2K -313 -1%
BSW
641
Buckingham Strategic Wealth
Missouri
$3.33M +$137K +972 +4%
Parallax Volatility Advisers
642
Parallax Volatility Advisers
California
$3.31M -$1.43M -10,154 -30%
MP
643
McDonald Partners
Ohio
$3.3M +$328K +2,321 +11%
BOCM
644
Bontempo Ohly Capital Management
Maryland
$3.3M -$16.8K -119 -0.5%
HH
645
Hilltop Holdings
Texas
$3.29M +$387K +2,744 +13%
MWM
646
Meridian Wealth Management
Kentucky
$3.29M +$782K +5,538 +31%
BIM
647
Bridges Investment Management
Nebraska
$3.29M -$88.4K -626 -3%
SCA
648
Stonebridge Capital Advisors
Minnesota
$3.27M +$48.1K +341 +1%
DAS
649
Dynamic Advisor Solutions
Arizona
$3.27M +$476K +3,370 +17%
HWAM
650
Hennion & Walsh Asset Management
New Jersey
$3.25M -$307K -2,176 -9%
24 25
26
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