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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 %
KC
626
Kinloch Capital
Virginia
$3.77M -$28.8K -205 -0.8%
BFG
627
Bleakley Financial Group
New Jersey
$3.77M -$330K -2,351 -8%
JCM
628
Jacobi Capital Management
Pennsylvania
$3.75M +$15.3K +109 +0.4%
BC
629
Burney Company
Virginia
$3.75M +$414K +2,953 +12%
EWA
630
EP Wealth Advisors
California
$3.74M -$10M -71,379 -73%
OGC
631
Oak Grove Capital
New Hampshire
$3.73M +$358K +2,550 +11%
Tudor Investment Corp
632
Tudor Investment Corp
Connecticut
$3.72M +$3.72M +26,526 New
AssetMark Inc
633
AssetMark Inc
California
$3.72M +$142K +1,011 +4%
WSC
634
Wellington Shields & Co
New York
$3.68M +$38.3K +273 +1%
WANY
635
Wealthspire Advisors (New York)
New York
$3.66M +$496K +3,534 +16%
CTC
636
Central Trust Company
Missouri
$3.63M -$54.9K -391 -1%
HH
637
Hilltop Holdings
Texas
$3.62M +$277K +1,975 +8%
EH
638
Equitable Holdings
New York
$3.61M -$85K -606 -2%
MSAM
639
Moloney Securities Asset Management
Missouri
$3.6M -$322K -2,297 -8%
BHWA
640
Beacon Harbor Wealth Advisors
Virginia
$3.6M -$2.29M -16,311 -39%
MOS
641
MGO One Seven
Ohio
$3.57M +$231K +1,647 +7%
BBA
642
BLB&B Advisors
Pennsylvania
$3.57M -$282K -2,010 -7%
ACM
643
Altrius Capital Management
North Carolina
$3.56M +$18K +128 +0.5%
SC
644
SouthState Corp
Florida
$3.56M -$205K -1,462 -5%
CAM
645
Claret Asset Management
Quebec, Canada
$3.54M -$53.2K -379 -1%
TCM
646
Twin Capital Management
Pennsylvania
$3.5M -$282K -2,009 -7%
SWM
647
Silverlake Wealth Management
Vermont
$3.5M -$18.2K -130 -0.5%
SCA
648
Stonebridge Capital Advisors
Minnesota
$3.49M +$71.1K +507 +2%
ONB
649
Old National Bancorp
Indiana
$3.49M -$365K -2,602 -9%
AF
650
Allworth Financial
California
$3.49M +$202K +1,442 +6%
24 25
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