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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 %
HTC
876
Haverford Trust Company
Pennsylvania
$1.88M +$150K +1,063 +9%
AMIM
877
Aull & Monroe Investment Management
Alabama
$1.88M -$10.6K -75 -0.6%
FPAS
878
Focus Partners Advisor Solutions
Missouri
$1.88M +$622K +4,406 +49%
DT
879
Diversified Trust
Tennessee
$1.88M -$77.8K -551 -4%
PCIA
880
Prime Capital Investment Advisors
Kansas
$1.87M +$1.08M +7,663 +137%
PWS
881
Peloton Wealth Strategists
Indiana
$1.87M +$45.9K +325 +3%
ATPW
882
Ashton Thomas Private Wealth
Arizona
$1.87M +$47.4K +336 +3%
SIM
883
Stratos Investment Management
Ohio
$1.86M +$47.2K +334 +3%
SNBOSCI
884
Security National Bank of Sioux City Iowa
Iowa
$1.86M -$362K -2,565 -16%
JIP
885
Jaffetilchin Investment Partners
Florida
$1.85M +$81.1K +574 +5%
GWM
886
GSB Wealth Management
Connecticut
$1.85M -$59.9K -424 -3%
LWCFA
887
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.84M -$62.1K -440 -3%
Wealth Enhancement Advisory Services
888
Wealth Enhancement Advisory Services
Minnesota
$1.84M +$77.7K +553 +4%
Verition Fund Management
889
Verition Fund Management
Connecticut
$1.84M +$1.12M +7,920 +155%
ICG
890
InterOcean Capital Group
Tennessee
$1.83M +$570K +4,040 +45%
SFA
891
Sequoia Financial Advisors
Ohio
$1.83M -$575K -4,070 -24%
GCM
892
Gladius Capital Management
Illinois
$1.83M +$1.83M +12,944 New
AA
893
Ancora Advisors
Ohio
$1.83M +$42.8K +303 +2%
NP
894
NorthRock Partners
Minnesota
$1.81M -$229K -1,619 -11%
KFC
895
Klingenstein Fields & Co
New York
$1.81M – – –
RCAG
896
Rehmann Capital Advisory Group
Michigan
$1.81M +$55.9K +396 +3%
CWS
897
Confluence Wealth Services
Pennsylvania
$1.8M +$210K +1,584 +13%
CSPIA
898
Cary Street Partners Investment Advisory
Virginia
$1.8M +$1.19M +8,455 +197%
CA
899
Corrado Advisors
New Jersey
$1.8M +$44.8K +317 +3%
SVWAG
900
Sound View Wealth Advisors Group
Georgia
$1.79M -$50.7K -359 -3%
34 35
36
37 38