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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 %
MCM
751
Murphy Capital Management
New Jersey
$2.46M +$10.3K +73 +0.4%
CPA
752
Capital Planning Advisors
California
$2.46M +$19.8K +140 +0.8%
PI
753
Pettee Investors
Connecticut
$2.46M +$171K +1,208 +7%
CW
754
Connectus Wealth
Ohio
$2.46M +$178K +1,259 +8%
AWM
755
Avitas Wealth Management
California
$2.46M +$2.46M +17,389 New
S
756
Seeyond
France
$2.45M +$894K +6,330 +57%
SCM
757
Sterneck Capital Management
Missouri
$2.44M +$34.9K +247 +1%
IIM
758
Ipswich Investment Management
Massachusetts
$2.44M – – –
ECM
759
EagleClaw Capital Management
Massachusetts
$2.43M -$64.2K -455 -3%
CICI
760
Capital Investment Counsel Inc
North Carolina
$2.43M -$28.2K -200 -1%
SA
761
SRN Advisors
Pennsylvania
$2.42M -$958K -6,788 -28%
Marshall Wace
762
Marshall Wace
United Kingdom
$2.42M -$68.1M -482,380 -97%
ISWM
763
Independent Solutions Wealth Management
New York
$2.41M +$625K +4,426 +35%
EF
764
Exeter Financial
Arizona
$2.4M +$31.9K +226 +1%
AAM
765
Arabesque Asset Management
United Kingdom
$2.4M +$2.4M +16,991 New
ANTB
766
AMG National Trust Bank
Colorado
$2.39M -$98.5K -742 -4%
SCI
767
S&CO Inc
Massachusetts
$2.38M – – –
SWIG
768
Strategic Wealth Investment Group
Kentucky
$2.37M -$153K -1,085 -6%
CPO
769
Cerity Partners OCIO
New York
$2.37M +$116K +823 +5%
OA
770
Oxbow Advisors
Texas
$2.37M -$23.3K -165 -1%
1IA
771
1834 Investment Advisors
Wisconsin
$2.37M +$1.89M +13,418 +400%
EI
772
EDMP Inc
Florida
$2.35M +$112K +796 +5%
SC
773
Savant Capital
Illinois
$2.35M +$153K +1,087 +7%
CAM
774
Cacti Asset Management
Georgia
$2.34M – – –
ZF
775
Zhang Financial
Michigan
$2.34M -$1.41M -10,000 -38%
29 30
31
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