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IBM
IBM

Overview Fund Activity

2,330 hedge funds and large institutions have $65B invested in IBM in 2022 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 1,067 increasing their positions, 799 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,330
Holders Change
-12
Holders Change %
-0.51%
% of All Funds
36.87%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.49%
New
154
Increased
1,067
Reduced
799
Closed
141
Calls
$2.88B
Puts
$1.95B
Net Calls
+$931M
Net Calls Change
+$676M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$10B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$580M
3
BlackRock
BlackRock
New York
$8.66B
4
Charles Schwab
Charles Schwab
California
$2.12B
5
Bank of America
Bank of America
North Carolina
$1.11B

Top Sellers

1
Barclays
Barclays
United Kingdom
$157M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$52.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$505M
4
Morgan Stanley
Morgan Stanley
New York
$1.15B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$53.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
2276
Alaethes Wealth
Nevada
$18K +$18K +137 New
DWA
2277
Delos Wealth Advisors
Texas
$17K – – –
CI
2278
Carroll Investors
South Carolina
$17K – – –
PPWM
2279
PFG Private Wealth Management
Florida
$16K – – –
SAM
2280
Strategic Asset Management
Minnesota
$16K – – –
LPWM
2281
Lake Point Wealth Management
Texas
$16K – – –
MFT
2282
Moisand Fitzgerald Tamayo
Florida
$15K -$16.2K -125 -52%
ODG
2283
O'Dell Group
Ohio
$15K – – –
BAM
2284
Baldrige Asset Management
Pennsylvania
$15K – – –
CPFP
2285
Clear Perspectives Financial Planning
Ohio
$15K – – –
BAM
2286
Bellevue Asset Management
Washington
$15K +$129 +1 +0.9%
Macquarie Group
2287
Macquarie Group
Australia
$14.4K -$1.61K -12,396 -10%
OLVIG
2288
Oliver Lagore Vanvalin Investment Group
Michigan
$14K +$14K +110 New
CM
2289
Cornerstone Management
Georgia
$13K -$311K -2,394 -96%
EA
2290
Evolution Advisers
Virginia
$13K – – –
MS
2291
Mizuho Securities
Japan
$13K – – –
MSFP
2292
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
BA
2293
Bivin & Associates
Oklahoma
$13K – – –
CAM
2294
Costello Asset Management
Pennsylvania
$13K +$13K +100 New
TCCM
2295
Timber Creek Capital Management
Massachusetts
$12K – – –
TAIM
2296
TD Ameritrade Investment Management
Nebraska
$12K +$6.93K +52 +137%
TCWA
2297
Ten Capital Wealth Advisors
Washington
$10K – – –
FC
2298
Family CFO
California
$10K +$135 +1 +1%
CI
2299
Cordant Inc
Oregon
$10K +$6.15K +48 +160%
GKIM
2300
GW&K Investment Management
Massachusetts
$10K +$10K +78 New
90 91
92
93 94