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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 %
PA
726
Parallel Advisors
California
$2.62M +$197K +1,397 +8%
JHCP
727
Jackson Hole Capital Partners
Oklahoma
$2.61M +$50.5K +358 +2%
TS
728
Third Security
Virginia
$2.61M – – –
1WA
729
180 Wealth Advisors
Washington
$2.6M +$54K +383 +2%
RA
730
RFG Advisory
Alabama
$2.59M +$1.35M +10,184 +109%
EF
731
Empirical Finance
Pennsylvania
$2.57M +$139K +986 +6%
BAM
732
Belpointe Asset Management
Nevada
$2.57M +$157K +1,111 +7%
SBIA
733
Sheaff Brock Investment Advisors
Indiana
$2.57M +$39.7K +281 +2%
RHAM
734
Round Hill Asset Management
California
$2.55M -$3.53K -25 -0.1%
PCM
735
Penserra Capital Management
California
$2.54M -$856K -6,061 -25%
1832 Asset Management
736
1832 Asset Management
Ontario, Canada
$2.54M +$2M +14,141 +368%
HDIM
737
Hanson & Doremus Investment Management
Vermont
$2.54M +$51.2K +363 +2%
CCG
738
Cypress Capital Group
Florida
$2.53M +$185K +1,308 +8%
SFS
739
Sowell Financial Services
Arkansas
$2.52M +$2.52M +17,873 New
TC
740
Truvestments Capital
Florida
$2.51M +$129K +914 +5%
RMCM
741
Reynders McVeigh Capital Management
Massachusetts
$2.51M +$1.1M +7,823 +79%
VFA
742
Valeo Financial Advisors
Indiana
$2.5M +$87.8K +622 +4%
PAM
743
Private Asset Management
California
$2.49M -$466K -3,297 -16%
PNC
744
Park National Corp
Ohio
$2.49M -$13.8K -98 -0.6%
ABC
745
Associated Banc-Corp
Wisconsin
$2.48M +$78.8K +558 +3%
LNWWM
746
Laird Norton Wetherby Wealth Management
California
$2.48M +$1.09M +7,726 +79%
RIA
747
Regal Investment Advisors
Michigan
$2.48M +$88.1K +624 +4%
Jones Financial Companies
748
Jones Financial Companies
Missouri
$2.47M -$473K -3,351 -16%
PT
749
Plimoth Trust
Massachusetts
$2.47M -$59.3K -420 -2%
PAS
750
Park Avenue Securities
New York
$2.47M +$796K +5,636 +48%
28 29
30
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