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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 %
OPTFSNA
776
Old Point Trust & Financial Services N A
Virginia
$2.32M +$70K +496 +3%
VCA
777
Verdence Capital Advisors
Maryland
$2.32M +$1.84K +13 +0.1%
JWCA
778
J.W. Coons Advisors
Ohio
$2.31M +$14.1K +100 +0.6%
HI
779
Horizon Investments
North Carolina
$2.31M -$1.53M -10,966 -40%
SSG
780
Summit Securities Group
New York
$2.3M +$799K +5,661 +53%
GIA
781
Gladstone Institutional Advisory
Florida
$2.29M -$80.8K -572 -3%
HPIA
782
Hamilton Point Investment Advisors
North Carolina
$2.29M +$38.8K +275 +2%
GJIC
783
Gamble Jones Investment Counsel
California
$2.29M +$174K +1,232 +8%
ED
784
Exane Derivatives
France
$2.29M -$764K -5,413 -25%
CAN
785
Claraphi Advisory Network
United States
$2.28M +$550K +3,897 +32%
OHWP
786
Oak Harbor Wealth Partners
North Carolina
$2.28M -$10.2K -72 -0.4%
CAM
787
Claret Asset Management
Quebec, Canada
$2.28M -$53.2K -377 -2%
CW
788
CreativeOne Wealth
Kansas
$2.27M -$149K -1,055 -6%
AWA
789
Arete Wealth Advisors
Illinois
$2.27M +$90.8K +643 +4%
BCM
790
Bluefin Capital Management
New York
$2.27M +$113K +800 +5%
NWM
791
NEIRG Wealth Management
Massachusetts
$2.26M +$2.26M +15,990 New
GF
792
Gries Financial
Ohio
$2.26M +$20.5K +145 +0.9%
ZCM
793
Ziegler Capital Management
Illinois
$2.26M +$259K +1,833 +13%
KFP
794
KMG Fiduciary Partners
Ohio
$2.26M -$341K -2,416 -13%
MHS
795
M Holdings Securities
Oregon
$2.25M +$24.1K +171 +1%
SP
796
Symmetry Partners
Connecticut
$2.25M -$39.1K -277 -2%
FTDI
797
First Trust Direct Indexing
Massachusetts
$2.23M +$178K +1,262 +9%
AF
798
Allworth Financial
California
$2.2M +$242K +1,717 +12%
CA
799
CoreCap Advisors
Michigan
$2.19M +$712K +5,043 +48%
EH
800
Equitable Holdings
New York
$2.19M +$19.6K +139 +0.9%
30 31
32
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