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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 %
MM
1176
Meridian Management
Arkansas
$1.03M -$189K -1,337 -15%
MMHP
1177
Murphy Middleton Hinkle & Parker
Georgia
$1.03M +$64.5K +457 +7%
SFG
1178
Summit Financial Group
West Virginia
$1.02M -$339K -2,402 -25%
FG
1179
Fiduciary Group
Georgia
$1.02M +$50.4K +380 +5%
CA
1180
Commerzbank Aktiengesellschaft
Germany
$1.02M +$1.7K +12 +0.2%
AIL
1181
AGF Investments LLC
Ontario, Canada
$1.02M +$33.2K +235 +3%
WCM
1182
Whitener Capital Management
North Carolina
$1.02M +$15.5K +110 +2%
WC
1183
Westhampton Capital
North Carolina
$1.02M +$2.82K +20 +0.3%
FSA
1184
Fort Sheridan Advisors
Illinois
$1.02M +$3.95K +28 +0.4%
EWM
1185
Empirical Wealth Management
Washington
$1.01M -$15.4K -109 -1%
PFSC
1186
Peoples Financial Services Corp
Pennsylvania
$1.01M -$9.17K -65 -0.9%
ET
1187
Equitable Trust
Tennessee
$1.01M – – –
WF
1188
Warner Financial
Maryland
$1.01M +$820K +5,807 +427%
SIC
1189
Salem Investment Counselors
North Carolina
$1.01M – – –
BWP
1190
Baldwin Wealth Partners
Massachusetts
$1.01M – – –
BWAM
1191
Boyd Watterson Asset Management
Ohio
$1.01M +$101K +718 +11%
ACM
1192
Ategra Capital Management
Virginia
$1M -$146K -1,032 -13%
BAM
1193
Byrne Asset Management
New Jersey
$997K -$1.98K -14 -0.2%
LRPA
1194
L. Roy Papp & Associates
Arizona
$997K – – –
MKC
1195
M. Kraus & Co
Vermont
$995K -$706 -5 -0.1%
HIM
1196
Hotaling Investment Management
Pennsylvania
$994K +$575K +4,075 +137%
BCM
1197
BTR Capital Management
California
$990K +$192K +1,360 +24%
AF
1198
Arrow Financial
New York
$984K -$3.53K -25 -0.4%
SCM
1199
SOL Capital Management
Maryland
$984K +$40.9K +290 +4%
HW
1200
Hancock Whitney
Mississippi
$982K -$35.3K -250 -3%
46 47
48
49 50