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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 %
NSEDCP
701
NJ State Employees Deferred Compensation Plan
New Jersey
$2.82M – – –
SWM
702
Selective Wealth Management
Virginia
$2.81M -$73.6K -521 -3%
DBIA
703
Dumont & Blake Investment Advisors
New Jersey
$2.81M -$78.2K -554 -3%
CAG
704
Crestwood Advisors Group
Massachusetts
$2.8M -$2.82K -20 -0.1%
ACG
705
Allen Capital Group
Nebraska
$2.8M +$125K +888 +5%
MGP
706
Metis Global Partners
California
$2.8M +$549K +3,887 +24%
BSB
707
Bangor Savings Bank
Maine
$2.79M +$728K +5,153 +35%
SLI
708
Sumitomo Life Insurance
Japan
$2.78M +$55.2K +391 +2%
RP
709
Rice Partnership
Hawaii
$2.78M +$1.97M +13,924 +243%
CIA
710
Citadel Investment Advisory
Ohio
$2.77M -$104K -735 -4%
Lido Advisors
711
Lido Advisors
California
$2.76M +$140K +993 +5%
FM
712
Foster & Motley
Ohio
$2.76M -$2.82K -20 -0.1%
ST
713
Smithfield Trust
Pennsylvania
$2.76M +$15.7K +111 +0.6%
RT
714
Rockland Trust
Massachusetts
$2.74M -$194K -1,378 -7%
LWAC
715
Laurel Wealth Advisors (California)
California
$2.73M +$38.3K +271 +1%
RHP
716
Royal Harbor Partners
Texas
$2.71M +$2.71M +19,211 New
VFM
717
Viking Fund Management
North Dakota
$2.68M – – –
NAM
718
NTV Asset Management
West Virginia
$2.68M -$34K -241 -1%
CCP
719
Corient Capital Partners
California
$2.67M +$804K +5,693 +43%
PCTC
720
Perkins Coie Trust Company
Washington
$2.66M -$48.4K -343 -2%
CA
721
Clearstead Advisors
Ohio
$2.66M +$174K +1,230 +7%
HA
722
Herold Advisors
New York
$2.65M +$65.9K +467 +3%
GT
723
Greenleaf Trust
Michigan
$2.63M +$634K +4,488 +32%
ST
724
Spinnaker Trust
Maine
$2.63M +$203K +1,440 +8%
ZIC
725
ZWJ Investment Counsel
Georgia
$2.62M +$743K +5,259 +39%
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