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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
Bank of America
North Carolina
$2.17B
2
Amundi
Amundi
France
$1.09B
3
Morgan Stanley
Morgan Stanley
New York
$2.28B
4
California Public Employees Retirement System
California Public Employees Retirement System
California
$890M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$2.46B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$731M
2
Renaissance Technologies
Renaissance Technologies
New York
$75.3M
3
BlackRock
BlackRock
New York
$10.3B
4
PG
Prostatis Group
Maryland
$934K
5
UBS Group
UBS Group
Switzerland
$334M
Name Holding Trade Value Shares
Change 		Shares
Change %
RI
651
RWWM Inc
California
$3.47M -$1.4K -10 -0%
WCM
652
Windward Capital Management
California
$3.44M -$8.98K -64 -0.3%
CAM
653
Cubic Asset Management
Massachusetts
$3.43M -$70.4K -502 -2%
SWP
654
Strategic Wealth Partners
Ohio
$3.42M +$130K +929 +4%
MYIA
655
Mount Yale Investment Advisors
Colorado
$3.41M -$13.5K -96 -0.4%
KCPG
656
Kavar Capital Partners Group
Kansas
$3.41M -$109K -780 -3%
DI
657
DFPG Investments
Utah
$3.4M +$776K +5,292 +30%
KA
658
Kintegral Advisory
New York
$3.38M -$1.96K -14 -0.1%
BB
659
Busey Bank
Illinois
$3.38M -$25.3K -180 -0.7%
ACG
660
Allen Capital Group
Nebraska
$3.37M -$140K -991 -4%
GW
661
GW & Wade
Massachusetts
$3.36M +$379K +2,704 +13%
SAM
662
Shell Asset Management
Netherlands
$3.31M -$42.7K -304 -1%
AG
663
Ascent Group
Virginia
$3.3M +$867K +5,910 +36%
VA
664
Vident Advisory
Georgia
$3.3M +$3.3M +23,498 New
SC
665
Searle & Co
Connecticut
$3.29M – – –
RIL
666
Rothschild Investment LLC
Illinois
$3.27M +$35.2K +251 +1%
LJHT
667
Laurie J. Hall Trustee
$3.27M +$335K +2,390 +11%
MMA
668
Mizuho Markets Americas
New York
$3.26M +$3.26M +23,252 New
HWAM
669
Hennion & Walsh Asset Management
New Jersey
$3.25M +$182K +1,294 +6%
BBA
670
Baader Bank Aktiengesellschaft
Germany
$3.25M +$27.1K +194 +0.8%
SCP
671
Stamos Capital Partners
California
$3.24M -$147K -1,050 -4%
PFA
672
Pathway Financial Advisers
Indiana
$3.24M +$3.24M +23,090 New
CCP
673
Cunning Capital Partners
North Carolina
$3.22M +$3.22M +22,975 New
VVP
674
Venture Visionary Partners
Ohio
$3.22M +$52.1K +371 +2%
CYG
675
Clean Yield Group
Vermont
$3.21M -$99.1K -692 -3%
25 26
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