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IBM
IBM

Overview Fund Activity

2,663 hedge funds and large institutions have $90.7B invested in IBM in 2023 Q4 according to their latest regulatory filings, with 340 funds opening new positions, 971 increasing their positions, 1,049 reducing their positions, and 89 closing their positions.

Holders
2,663
Holders Change
+216
Holders Change %
+8.83%
% of All Funds
39.05%
Holding in Top 10
67
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+26.42%
% of All Funds
0.98%
New
340
Increased
971
Reduced
1,049
Closed
89
Calls
$2.78B
Puts
$2.46B
Net Calls
+$320M
Net Calls Change
+$147M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.83B
2
BlackRock
2
BlackRock
New York
$12.3B
3
Renaissance Technologies
3
Renaissance Technologies
New York
$301M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$3.07B
5
UE
5
Unisphere Establishment
Liechtenstein
$194M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$1.02B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$663M
3
Franklin Resources
3
Franklin Resources
California
$279M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$20.2M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$654K
Name Market Value Shares Shares
Change 		Shares
Change %
Lazard Asset Management
51
Lazard Asset Management
New York
$206M 1,260,922 +4,063 +0.3%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$206M 1,259,018 -104,060 -8%
Citigroup
53
Citigroup
New York
$202M 1,234,828 -62,314 -5%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$198M 1,209,478 -9,900 -0.8%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$196M 1,199,759 -22,662 -2%
UE
56
Unisphere Establishment
Liechtenstein
$194M 1,185,000 +1,185,000 New
Aberdeen Group
57
Aberdeen Group
United Kingdom
$194M 1,184,916 +220,094 +23%
EIP
58
Epoch Investment Partners
New York
$185M 1,133,754 -194,093 -15%
Robeco Institutional Asset Management
59
Robeco Institutional Asset Management
Netherlands
$183M 1,120,646 +38,094 +4%
AQR Capital Management
60
AQR Capital Management
Connecticut
$180M 1,097,720 +373,953 +52%
LPL Financial
61
LPL Financial
California
$179M 1,091,550 +32,275 +3%
Prudential Financial
62
Prudential Financial
New Jersey
$177M 1,085,914 -190,438 -15%
CWP
63
Capital Wealth Planning
Florida
$173M 1,057,088 +1,057,088 New
Principal Financial Group
64
Principal Financial Group
Iowa
$171M 1,048,256 -2,488 -0.2%
Swedbank
65
Swedbank
Sweden
$171M 1,043,669 -41,582 -4%
Canada Life
66
Canada Life
Manitoba, Canada
$171M 1,047,668 -103,659 -9%
Mitsubishi UFJ Asset Management
67
Mitsubishi UFJ Asset Management
Japan
$169M 1,058,448 +49,349 +5%
Adage Capital Partners
68
Adage Capital Partners
Massachusetts
$164M 1,001,990 +106,200 +12%
Caisse de Depot et Placement du Quebec (CDPQ)
69
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$162M 989,587 +438,659 +80%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$155M 950,485 +32,672 +4%
FWIA
71
Fort Washington Investment Advisors
Ohio
$155M 945,337 -33,250 -3%
WIM
72
Waverton Investment Management
United Kingdom
$151M 921,613 +96,967 +12%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$145M 889,007 -31,366 -3%
Retirement Systems of Alabama
74
Retirement Systems of Alabama
Alabama
$143M 873,742 -4,745 -0.5%
Mitsubishi UFJ Trust & Banking
75
Mitsubishi UFJ Trust & Banking
Japan
$131M 803,460 +15,567 +2%
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