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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 %
TYCC
1576
Texas Yale Capital Corp
Florida
$519K – – –
PI
1577
Putnam Investments
Massachusetts
$518K – – –
WC
1578
Whitney & Co
New York
$518K +$1.98K +14 +0.4%
CHA
1579
Carmichael Hill & Associates
Maryland
$518K +$44.7K +317 +9%
BFIC
1580
Bedell Frazier Investment Counselling
California
$517K +$4.23K +30 +0.8%
KP
1581
Keel Point
Alabama
$517K +$74.9K +570 +17%
KTA
1582
Keeley-Teton Advisors
Illinois
$516K – – –
AA
1583
Advisory Alpha
Michigan
$515K -$3.68K -26 -0.7%
FBT
1584
First Bankers Trust
Kentucky
$513K -$41.8K -296 -8%
CPP
1585
Capasso Planning Partners
South Carolina
$513K -$6.63K -47 -1%
HCMT
1586
Highland Capital Management (Tennessee)
Tennessee
$513K +$6.21K +44 +1%
ACM
1587
Alethea Capital Management
Washington
$513K +$513K +3,634 New
ITIM
1588
Indiana Trust & Investment Management
Indiana
$512K +$1.13K +8 +0.2%
CMS
1589
Capital Market Strategies
Florida
$510K -$1.41K -10 -0.3%
MIM
1590
MTM Investment Management
South Carolina
$510K +$24K +170 +5%
RZH
1591
Relyea Zuckerberg Hanson
Connecticut
$509K +$55.2K +391 +12%
SMFG
1592
Sumitomo Mitsui Financial Group
Japan
$509K +$297K +2,111 +140%
5L
1593
55I LLC
Massachusetts
$508K +$39.1K +277 +8%
SSW
1594
Smith Shellnut Wilson
Mississippi
$507K -$6.07K -43 -1%
TVAMP
1595
Tennessee Valley Asset Management Partners
Tennessee
$507K +$69.2K +490 +16%
FA
1596
Fiducient Advisors
Illinois
$507K +$507K +3,589 New
MSU
1597
Mizuho Securities USA
New York
$506K – – –
CFMC
1598
Curbstone Financial Management Corp
New Hampshire
$506K – – –
ACA
1599
Aptus Capital Advisors
Alabama
$505K +$171K +1,213 +51%
BWM
1600
Blossom Wealth Management
California
$504K +$55.5K +393 +12%
62 63
64
65 66