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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 %
CFG
1001
Cooper Financial Group
California
$1.44M -$179K -1,271 -11%
LWAM
1002
Legacy Wealth Asset Management
Minnesota
$1.44M -$165K -1,171 -10%
BMWM
1003
Brown Miller Wealth Management
Virginia
$1.43M -$1.72M -12,214 -55%
CWM
1004
Congress Wealth Management
Massachusetts
$1.43M +$18.1K +128 +1%
FMLI
1005
Fukoku Mutual Life Insurance
Japan
$1.43M +$847K +6,000 +145%
Canada Pension Plan Investment Board
1006
Canada Pension Plan Investment Board
Ontario, Canada
$1.43M -$4.25M -30,083 -75%
WAM
1007
WNY Asset Management
New York
$1.43M -$45.8K -325 -3%
HBT
1008
Hills Bank & Trust
Iowa
$1.43M +$28.2K +200 +2%
HFM
1009
Hartford Financial Management
Connecticut
$1.42M -$14K -99 -1%
PWM
1010
Perigon Wealth Management
California
$1.42M +$120K +847 +9%
DWT
1011
Dorsey & Whitney Trust
South Dakota
$1.42M +$333K +2,363 +31%
CCT
1012
Capital City Trust
Florida
$1.42M +$65.9K +467 +5%
FPS
1013
Fieldpoint Private Securities
Connecticut
$1.42M +$67.1K +475 +5%
WAM
1014
Westport Asset Management
Connecticut
$1.41M – – –
EL
1015
ERN LLC
Delaware
$1.41M +$1.41M +10,000 New
GIM
1016
Guardian Investment Management
California
$1.41M – – –
JIC
1017
Joel Isaacson & Co
New York
$1.41M +$131K +930 +10%
CNC
1018
Citizens & Northern Corp
Pennsylvania
$1.41M -$61.7K -437 -4%
AAP
1019
Arax Advisory Partners
Colorado
$1.4M +$1.41K +10 +0.1%
Los Angeles Capital Management
1020
Los Angeles Capital Management
California
$1.4M +$645K +4,570 +86%
BFIM
1021
Beese Fulmer Investment Management
Ohio
$1.4M +$49K +347 +4%
BTWM
1022
Baker Tilly Wealth Management
Wisconsin
$1.39M -$17.2K -122 -1%
DHFB
1023
Dixon Hubard Feinour & Brown
Virginia
$1.39M -$76.4K -541 -5%
KTC
1024
Kistler-Tiffany Companies
Pennsylvania
$1.39M -$707K -5,010 -34%
SDAM
1025
Shulman DeMeo Asset Management
New York
$1.39M -$22.3K -158 -2%
39 40
41
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