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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 %
QIM
976
Quest Investment Management
Oregon
$1.51M – – –
CWM
977
Cornerstone Wealth Management
Missouri
$1.5M +$126K +889 +9%
SFWA
978
Summit Financial Wealth Advisors
Louisiana
$1.5M +$1.04M +8,086 +228%
SFCL
979
Strengthening Families & Communities LLC
Massachusetts
$1.49M +$63.8K +489 +4%
GWM
980
Gitterman Wealth Management
New Jersey
$1.49M -$35.8K -254 -2%
IF
981
Ironwood Financial
Arizona
$1.49M – – –
DWM
982
Darwin Wealth Management
Florida
$1.48M – – –
WAM
983
Worth Asset Management
Texas
$1.48M +$1.34M +9,490 +952%
SS
984
Simplicity Solutions
Minnesota
$1.48M +$350K +2,477 +31%
BFA
985
Beaumont Financial Advisors
Massachusetts
$1.48M -$28.4K -201 -2%
AWM
986
Ameliora Wealth Management
Switzerland
$1.47M -$2.96K -21 -0.2%
BTI
987
Blue Trust Inc
Georgia
$1.47M +$1.47M +11,337 New
CCG
988
Ceeto Capital Group
Florida
$1.47M +$1.41K +10 +0.1%
TA
989
TCM Advisors
West Virginia
$1.47M -$1.33M – –
TPCW
990
TD Private Client Wealth
New York
$1.46M +$28.7K +203 +2%
PFS
991
Physicians Financial Services
North Carolina
$1.46M +$34.5K +244 +2%
BHA
992
Beech Hill Advisors
New York
$1.46M – – –
LF
993
Lantz Financial
Illinois
$1.46M -$141K -1,000 -9%
BCP
994
Blue Chip Partners
Michigan
$1.45M +$565 +4 +0%
NDSI
995
Newman Dignan & Sheerar Inc
Rhode Island
$1.45M +$1.98K +14 +0.1%
MFG
996
MidWestOne Financial Group
Iowa
$1.45M +$159K +1,128 +12%
SFO
997
Stokes Family Office
Louisiana
$1.45M +$225K +1,593 +18%
TFM
998
TFC Financial Management
Massachusetts
$1.44M -$36.7K -260 -2%
TIA
999
Trust Investment Advisors
Indiana
$1.44M -$81K -574 -5%
FWM
1000
Focused Wealth Management
New York
$1.44M +$11.7K +83 +0.8%
38 39
40
41 42