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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 %
SIA
676
SeaBridge Investment Advisors
New Jersey
$3.01M -$30.6K -217 -1%
SWM
677
Spire Wealth Management
Virginia
$2.99M -$186K -1,317 -6%
CIP
678
Convergence Investment Partners
Florida
$2.97M +$20.5K +145 +0.7%
DWA
679
Douglass Winthrop Advisors
New York
$2.95M -$58.9K -417 -2%
BAS
680
Brown Advisory Securities
Maryland
$2.94M -$656K -4,653 -18%
CRIG
681
Charter Research & Investment Group
Connecticut
$2.93M – – –
PCMK
682
Paragon Capital Management (Kansas)
Kansas
$2.92M -$61.6K -436 -2%
CCM
683
Covington Capital Management
California
$2.91M +$467K +3,310 +19%
Fisher Asset Management
684
Fisher Asset Management
Washington
$2.91M -$326K -2,310 -10%
Fayez Sarofim & Co
685
Fayez Sarofim & Co
Texas
$2.91M -$281K -1,992 -9%
ISL
686
Ingalls & Snyder LLC
New York
$2.91M -$3.67K -26 -0.1%
AIA
687
AIMZ Investment Advisors
California
$2.9M -$10K -71 -0.3%
BI
688
Bramshill Investments
Florida
$2.9M +$51.5K +365 +2%
OPA
689
Old Port Advisors
Maine
$2.89M -$2.62K -19 -0.1%
MA
690
Montag & Associates
Georgia
$2.88M – – –
CWM
691
Cordatus Wealth Management
Pennsylvania
$2.88M +$2.88M +20,392 New
PCA
692
Providence Capital Advisors
North Carolina
$2.88M +$99.4K +704 +4%
JPMIA
693
J.P. Marvel Investment Advisors
Massachusetts
$2.87M -$14.1K -100 -0.5%
FNB
694
Farmers National Bank
Kentucky
$2.85M +$35.4K +251 +1%
WFMPM
695
Woodley Farra Manion Portfolio Management
Indiana
$2.85M +$388K +2,749 +16%
MA
696
Mutual Advisors
Nebraska
$2.85M +$241K +1,706 +9%
GPTE
697
Generali Powszechne Towarzystwo Emerytalne
Poland
$2.84M – – –
EWM
698
Evercore Wealth Management
New York
$2.84M -$364K -2,579 -11%
GW
699
GW & Wade
Massachusetts
$2.84M +$940K +6,658 +49%
FSA
700
Franklin Street Advisors
North Carolina
$2.83M +$1.64M +11,647 +139%
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