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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 %
LIM
901
Leavell Investment Management
Alabama
$1.79M +$82.6K +585 +5%
CANC
902
Culbertson A N & Co
Virginia
$1.79M -$98.4K -697 -5%
QI
903
Qtron Investments
Massachusetts
$1.79M +$1.12M +7,928 +168%
HVIA
904
Hudson Valley Investment Advisors
New York
$1.78M +$4.24K +30 +0.2%
CAG
905
Csenge Advisory Group
Florida
$1.78M +$190K +1,344 +12%
CC
906
Cypress Capital
Tennessee
$1.78M -$4.24K -30 -0.2%
FWM
907
Frontier Wealth Management
Missouri
$1.78M +$4.8K +34 +0.3%
MGIA
908
Matthew Goff Investment Advisor
Texas
$1.77M -$1.84K -13 -0.1%
WF
909
WoodTrust Financial
Wisconsin
$1.77M +$1.44M +10,187 +432%
CFGS
910
Concourse Financial Group Securities
Alabama
$1.77M +$422K +2,990 +31%
EWA
911
EP Wealth Advisors
California
$1.76M +$88.5K +627 +5%
RSWM
912
Robertson Stephens Wealth Management
California
$1.76M +$307K +2,177 +21%
CCM
913
Chilton Capital Management
Texas
$1.76M +$12.6K +89 +0.7%
DBT
914
Dubuque Bank & Trust
Iowa
$1.74M -$2.82K -20 -0.2%
CFA
915
Cahill Financial Advisors
Minnesota
$1.74M +$89.2K +632 +5%
WW
916
Waterfront Wealth
Kansas
$1.74M -$59.4K -421 -3%
HA
917
Hamel Associates
New Jersey
$1.73M +$53.7K +380 +3%
WT
918
Washington Trust
Rhode Island
$1.72M -$88.5K -627 -5%
MWM
919
Mission Wealth Management
California
$1.72M +$83.5K +591 +5%
KIA
920
KCM Investment Advisors
California
$1.72M +$193K +1,369 +13%
CAMG
921
CWA Asset Management Group
Florida
$1.72M -$602K -4,266 -26%
FC
922
FCA Corp
Texas
$1.71M +$56.5K +400 +3%
GVAG
923
Great Valley Advisor Group
Delaware
$1.7M +$189K +1,338 +13%
VAS
924
Vestmark Advisory Solutions
Massachusetts
$1.7M +$320K +2,268 +23%
WWM
925
Western Wealth Management
Colorado
$1.69M +$411K +2,910 +32%
35 36
37
38 39