IBM icon

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 %
CCMG
1376
Clark Capital Management Group
Pennsylvania
$729K +$144K +1,017 +25%
CRWM
1377
Castle Rock Wealth Management
California
$729K +$729K +5,181 New
MA
1378
MJP Associates
Connecticut
$727K +$38.8K +275 +6%
OPPTF
1379
OPSEU Pension Plan Trust Fund
Ontario, Canada
$726K +$726K +5,187 New
SXL
1380
Summit X LLC
Missouri
$723K +$404K +2,877 +127%
SWA
1381
Sax Wealth Advisors
New Jersey
$722K -$16.4K -116 -2%
JFL
1382
Jarislowsky, Fraser Ltd
Quebec, Canada
$720K – – –
CGL
1383
Clarius Group LLC
Washington
$720K +$143K +1,012 +25%
SFG
1384
Steward Financial Group
Texas
$719K +$15.8K +112 +2%
PC
1385
Port Capital
Illinois
$711K -$17.5K -124 -2%
TA
1386
Tectonic Advisors
Texas
$711K +$54K +382 +8%
MW
1387
Marcum Wealth
Ohio
$709K +$48.7K +345 +7%
SWP
1388
Summit Wealth Partners
Florida
$708K +$405K +2,865 +133%
ZCA
1389
Zeke Capital Advisors
Pennsylvania
$707K +$141 +1 +0%
HI
1390
Hoey Investments
Pennsylvania
$706K +$1.7K +12 +0.2%
MFS
1391
Monetta Financial Services
Illinois
$706K +$706K +5,000 New
BCM
1392
Brasada Capital Management
Texas
$706K +$706K +5,000 New
DIM
1393
Delta Investment Management
California
$705K – – –
SWM
1394
Sugarloaf Wealth Management
Georgia
$704K +$6.07K +43 +0.9%
ZB
1395
Zions Bancorporation
Utah
$703K -$25.6K -181 -4%
WPC
1396
Wedmont Private Capital
Pennsylvania
$703K +$258K +1,827 +58%
BTW
1397
Boston Trust Walden
Massachusetts
$702K -$8.47K -60 -1%
CPC
1398
Congress Park Capital
New York
$701K -$275K -1,950 -28%
CAI
1399
Capital Advisors Inc
Oklahoma
$700K -$80.2K -568 -10%
JGIA
1400
Jackson Grant Investment Advisers
Connecticut
$699K +$2.97K +21 +0.4%
54 55
56
57 58