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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 %
SF
1601
Summit Financial
New Jersey
$504K -$312K -2,209 -38%
GI
1602
Gradient Investments
Minnesota
$503K +$36.1K +256 +8%
MG
1603
Mather Group
Illinois
$501K +$9.04K +64 +2%
FNBOSM
1604
First National Bank of South Miami
Florida
$501K +$80.7K +571 +19%
SAM
1605
Selway Asset Management
$501K +$501K +3,550 New
BFC
1606
Bedel Financial Consulting
Indiana
$500K +$11.6K +82 +2%
GWM
1607
GDS Wealth Management
Texas
$500K +$500K +3,542 New
SWIM
1608
Smallwood Wealth Investment Management
New Jersey
$499K -$84.7K -600 -15%
PWM
1609
Paulson Wealth Management
Illinois
$499K -$6.5K -46 -1%
MIG
1610
McGuire Investment Group
Rhode Island
$497K -$5.37K -38 -1%
SLT
1611
St Louis Trust
Missouri
$495K – – –
BAM
1612
Bruderman Asset Management
New York
$494K -$19.6K -139 -4%
State Farm Mutual Automobile Insurance
1613
State Farm Mutual Automobile Insurance
Illinois
$494K – – –
WW
1614
Westshore Wealth
California
$494K +$494K +3,500 New
WLPWM
1615
Walled Lake Planning & Wealth Management
Illinois
$493K -$12.3K -87 -2%
GPA
1616
Garrison Point Advisors
California
$493K – – –
CCFCSB
1617
Cape Cod Five Cents Savings Bank
Massachusetts
$492K -$21.2K -150 -4%
TL
1618
Tradewinds LLC
North Carolina
$492K +$492K +3,481 New
SF
1619
SBK Financial
Virginia
$491K – – –
FCFS
1620
First Command Financial Services
Texas
$490K -$24.7K -175 -5%
FCB
1621
First Command Bank
Texas
$490K -$24.7K -175 -5%
BFG
1622
Bouchey Financial Group
New York
$488K -$1.41K -10 -0.3%
Financial Engines Advisors
1623
Financial Engines Advisors
California
$485K +$485K +3,441 New
BA
1624
Ballast Advisors
Minnesota
$484K +$27.1K +192 +6%
BC
1625
Bridgefront Capital
Texas
$484K +$222K +1,573 +85%
63 64
65
66 67