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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 %
MAA
2151
Matrix Asset Advisors
New York
$210K +$210K +1,485 New
RMAM
2152
Raab & Moskowitz Asset Management
New Jersey
$210K +$210K +1,488 New
SNB
2153
Security National Bank
Nebraska
$209K -$9.74K -69 -4%
QTM
2154
qPULA Trading Management
New York
$209K +$209K +1,480 New
RCM
2155
Requisite Capital Management
Texas
$209K +$209K +1,481 New
BC
2156
Burleson & Co
California
$208K -$423K -2,999 -67%
FPWM
2157
FSB Premier Wealth Management
Iowa
$208K -$986 -7 -0.5%
TCM
2158
Towercrest Capital Management
Pennsylvania
$208K +$208K +1,470 New
AWMG
2159
Alliance Wealth Management Group
New Jersey
$208K +$208K +1,470 New
BLAM
2160
Bourne Lent Asset Management
New York
$208K +$208K +1,470 New
ICA
2161
Infrastructure Capital Advisors
New York
$207K +$207K +1,468 New
WCM
2162
WealthBridge Capital Management
Ohio
$206K +$206K +1,458 New
FRM
2163
Foundation Resource Management
Arkansas
$205K +$205K +1,449 New
WCWM
2164
Willow Creek Wealth Management
California
$205K +$205K +1,450 New
SIGI
2165
Susquehanna International Group (Ireland)
Ireland
$205K +$205K +1,451 New
FWM
2166
Fingerlakes Wealth Management
New York
$205K +$205K +1,454 New
SC
2167
Steph & Co
Wisconsin
$204K -$21.2K -150 -9%
LODC
2168
Lanham O'Dell & Company
West Virginia
$203K +$203K +1,435 New
TF
2169
Threadgill Financial
Texas
$203K +$203K +1,435 New
GWANC
2170
Guardian Wealth Advisors (North Carolina)
North Carolina
$203K +$203K +1,437 New
PAG
2171
Powers Advisory Group
Illinois
$203K +$203K +1,440 New
PFGIA
2172
Patriot Financial Group Insurance Agency
Massachusetts
$202K -$52.6K -373 -21%
OFS
2173
Oldfather Financial Services
Nebraska
$202K – – –
PWA
2174
Physician Wealth Advisors
Utah
$202K +$132 +1 +0.1%
DWM
2175
Drive Wealth Management
Utah
$202K +$202K +1,431 New
85 86
87
88 89