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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 %
FC
1051
Forte Capital
New York
$1.32M -$43.2K -306 -3%
ORC
1052
O'Rourke & Company
Massachusetts
$1.32M +$28.7K +203 +2%
AFA
1053
Abacus FCF Advisors
Florida
$1.32M -$2.75M -19,453 -68%
TPA
1054
Trivium Point Advisory
Connecticut
$1.32M +$181K +1,283 +16%
MMA
1055
Miracle Mile Advisors
California
$1.32M +$304K +2,155 +30%
PGWM
1056
Parisi Gray Wealth Management
New Jersey
$1.32M -$14.1K -100 -1%
CCP
1057
Clarkston Capital Partners
Michigan
$1.31M -$14.1K -100 -1%
PTC
1058
Private Trust Company
Ohio
$1.31M +$139K +986 +12%
TAM
1059
Trust Asset Management
Texas
$1.3M +$41.9K +297 +3%
ZIG
1060
Zullo Investment Group
Pennsylvania
$1.3M +$14.7K +104 +1%
EIM
1061
Essex Investment Management
Massachusetts
$1.3M -$54.2K -384 -4%
FAIM
1062
Financial Advocates Investment Management
Washington
$1.29M +$6.92K +49 +0.5%
MGIA
1063
Moneta Group Investment Advisors
Missouri
$1.29M -$121K -859 -9%
HAM
1064
Hedges Asset Management
Nevada
$1.29M – – –
JWA
1065
JFS Wealth Advisors
Pennsylvania
$1.28M +$39.5K +280 +3%
IB
1066
Intrust Bank
Kansas
$1.28M +$5.65K +40 +0.4%
FMAEN1
1067
Fund Management at Engine No 1
California
$1.28M +$210K +1,491 +20%
IPW
1068
Inlet Private Wealth
Florida
$1.28M – – –
GAM
1069
Grandview Asset Management
Pennsylvania
$1.27M +$3.53K +25 +0.3%
ZIG
1070
Zuckerman Investment Group
Illinois
$1.27M – – –
LJAC
1071
L.J. Altfest & Co
New York
$1.26M +$1.55K +11 +0.1%
PBC
1072
Pavion Blue Capital
California
$1.26M +$21.3K +151 +2%
CS
1073
Comerica Securities
Michigan
$1.26M +$221K +1,562 +21%
VT
1074
Vise Technologies
New York
$1.25M +$599K +4,239 +92%
FHA
1075
Flagship Harbor Advisors
Massachusetts
$1.25M -$62.7K -444 -5%
41 42
43
44 45