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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 %
OPPS
1301
Obsidian Personal Planning Solutions
Maryland
$829K +$829K +5,869 New
BFA
1302
Beacon Financial Advisory
Ohio
$827K +$11.7K +83 +1%
RWP
1303
RWA Wealth Partners
Massachusetts
$822K +$55.9K +396 +7%
WA
1304
Waverly Advisors
Alabama
$820K +$186K +1,317 +29%
PHS
1305
Pekin Hardy Strauss
Illinois
$819K -$11.3K -80 -1%
RG
1306
Retirement Group
California
$819K +$24.4K +385 +3%
PCM
1307
Piedmont Capital Management
Montana
$818K -$87.1K -617 -10%
AWM
1308
Axxcess Wealth Management
California
$815K +$32.5K +230 +4%
GC
1309
Gratus Capital
Georgia
$814K -$68.8K -487 -8%
CBC
1310
Coombe, Bender & Co
New York
$812K +$812K +5,748 New
AA
1311
Argent Advisors
Louisiana
$808K -$13.7K -97 -2%
CAGAS
1312
Capital Advisory Group Advisory Services
Minnesota
$808K -$4.13K -32 -0.5%
PPW
1313
Parcion Private Wealth
Washington
$808K +$559K +4,356 +224%
NAS
1314
Nicolet Advisory Services
Wisconsin
$805K +$8.45K +60 +1%
AIM
1315
Aspen Investment Management
Michigan
$804K +$534K +3,779 +197%
IWA
1316
IVC Wealth Advisors
Pennsylvania
$803K +$23K +163 +3%
CHP
1317
Cable Hill Partners
Oregon
$803K +$68.9K +488 +9%
MWA
1318
Meridian Wealth Advisors
Texas
$803K +$150K +1,063 +23%
P
1319
&Partners
Tennessee
$802K +$456K +3,228 +132%
SC
1320
Sawyer & Company
Massachusetts
$799K -$52.4K -371 -6%
MVA
1321
Mount Vernon Associates
Maryland
$798K – – –
WC
1322
Weil Company
California
$798K +$294K +2,083 +58%
CSI
1323
Cross Staff Investments
New York
$797K – – –
PFA
1324
Pinnacle Family Advisors
Missouri
$795K +$795K +5,634 New
ARC
1325
Advisor Resource Council
Texas
$794K +$478K +3,385 +151%
51 52
53
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