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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 %
VVP
801
Venture Visionary Partners
Ohio
$2.19M +$215K +1,520 +11%
FCH
802
Freestone Capital Holdings
Washington
$2.18M -$356K -2,519 -14%
AssetMark Inc
803
AssetMark Inc
California
$2.18M +$274K +1,942 +14%
CA
804
Carson Advisory
Georgia
$2.18M -$424 -3 -0%
AWM
805
Apollon Wealth Management
South Carolina
$2.17M +$471K +3,339 +28%
LAM
806
Lynch Asset Management
Pennsylvania
$2.17M +$282K +2,000 +15%
IWC
807
Integrated Wealth Concepts
Massachusetts
$2.17M +$322K +2,283 +17%
PA
808
Profund Advisors
Maryland
$2.16M -$368K -2,606 -15%
GC
809
Grimes & Company
Massachusetts
$2.16M -$46.9K -332 -2%
LBC
810
Lowe Brockenbrough & Co
Virginia
$2.16M -$65K -460 -3%
CBN
811
Cadence Bank NA
Texas
$2.16M -$226K -1,600 -9%
CT
812
Cambridge Trust
Massachusetts
$2.15M -$91.9K -651 -4%
MIAN
813
Mariner Independent Advisor Network
Kansas
$2.15M +$189K +1,336 +10%
BL
814
Balentine LLC
Georgia
$2.14M +$510K +3,610 +31%
CSPAM
815
Cary Street Partners Asset Management
Virginia
$2.12M -$488K -3,457 -19%
PAMG
816
Patton Albertson Miller Group
Tennessee
$2.12M +$257K +1,823 +14%
AIM
817
Allen Investment Management
New York
$2.12M – – –
ACM
818
AlphaStar Capital Management
North Carolina
$2.11M +$1.11M +7,833 +110%
WANY
819
Wealthspire Advisors (New York)
New York
$2.1M -$47.6K -337 -2%
SCA
820
STALEY CAPITAL ADVISERS
Pennsylvania
$2.1M – – –
LDB
821
Lee, Danner & Bass
Tennessee
$2.1M -$135K -955 -6%
NHC
822
Nicholas Hoffman & Company
Georgia
$2.09M +$1.84K +13 +0.1%
WPC
823
White Pine Capital
Minnesota
$2.09M -$45.5K -322 -2%
AWC
824
Abundance Wealth Counselors
Pennsylvania
$2.09M -$129K -913 -6%
AIA
825
Affinity Investment Advisors
California
$2.08M +$38.4K +272 +2%
31 32
33
34 35