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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 %
GFS
1451
GYL Financial Synergies
Connecticut
$637K +$6.64K +47 +1%
TGAM
1452
TBH Global Asset Management
Tennessee
$637K +$191K +1,355 +43%
GWS
1453
Glassman Wealth Services
Virginia
$636K -$6.35K -45 -1%
ECG
1454
Edge Capital Group
Georgia
$636K +$108K +765 +20%
BRM
1455
Boston Research & Management
Massachusetts
$634K – – –
CIA
1456
Choate Investment Advisors
Massachusetts
$632K -$16.3K -115 -3%
VA
1457
Valmark Advisers
Ohio
$632K +$4.94K +35 +0.8%
BFM
1458
Boston Financial Management
Massachusetts
$631K +$47K +333 +8%
HNWAG
1459
High Net Worth Advisory Group
Florida
$630K +$60.1K +426 +11%
HPWM
1460
Highland Private Wealth Management
Washington
$630K +$187K +1,326 +42%
ASFA
1461
All Season Financial Advisors
Colorado
$628K +$399K +2,827 +174%
MPCG
1462
Matrix Private Capital Group
New York
$627K +$8.61K +61 +1%
REMPR
1463
Roof Eidam Maycock Peralta (REMP)
California
$626K – – –
ACM
1464
AlphaCrest Capital Management
New York
$625K -$11.8M -83,383 -95%
AIP
1465
Almanack Investment Partners
Pennsylvania
$624K -$40.5K -287 -6%
TSS
1466
Two Sigma Securities
New York
$624K +$382K +2,707 +158%
CCB
1467
Cutter & Co Brokerage
Missouri
$621K +$13K +92 +2%
FNBSF
1468
First National Bank Sioux Falls
South Dakota
$621K +$96.6K +685 +18%
PM
1469
Penbrook Management
New York
$619K +$378K +2,675 +156%
PS
1470
Planned Solutions
California
$616K – – –
PWM
1471
Palumbo Wealth Management
New York
$615K +$6.64K +47 +1%
FSA
1472
Financial Sense Advisors
California
$615K +$615K +4,358 New
OTPPB
1473
Ontario Teachers' Pension Plan Board
Ontario, Canada
$614K +$19.5K +138 +3%
B
1474
Barings
North Carolina
$613K -$150K -1,064 -20%
CCM
1475
Carlson Capital Management
Minnesota
$612K +$26K +184 +4%
57 58
59
60 61