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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 %
GTCM
2376
Gyon Technologies Capital Management
New Jersey
– -$660K -4,936 Closed
MS
2377
Maven Securities
Jersey
– -$627K -4,694 Closed
HIIFS
2378
Harel Insurance Investments & Financial Services
Israel
– -$609K -4,555 Closed
UHC
2379
Union Heritage Capital
Michigan
– -$597K -4,470 Closed
EP
2380
Edgestream Partners
New Jersey
– -$567K -4,242 Closed
CIC
2381
Cornercap Investment Counsel
Georgia
– -$556K -4,157 Closed
TCMP
2382
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$551K -4,122 Closed
MCM
2383
McRae Capital Management
New Jersey
– -$548K -4,097 Closed
TCM
2384
Teza Capital Management
Illinois
– -$439K -3,288 Closed
AII
2385
AGF Investments Inc
Ontario, Canada
– -$400K -2,992 Closed
Financial Engines Advisors
2386
Financial Engines Advisors
California
– -$381K -2,847 Closed
KFA
2387
Kelleher Financial Advisors
New York
– -$356K -2,667 Closed
VAFP
2388
Vahanian & Associates Financial Planning
New York
– -$346K -2,589 Closed
SMA
2389
Sage Mountain Advisors
Georgia
– -$344K -2,576 Closed
NS
2390
Newman & Schimel
Illinois
– -$341K -2,553 Closed
SCM
2391
Southport Capital Management
Tennessee
– -$337K -2,522 Closed
PC
2392
Periscope Capital
Ontario, Canada
– -$332K -2,487 Closed
CA
2393
Calton & Associates
Florida
– -$325K -2,438 Closed
MF
2394
Montis Financial
Massachusetts
– -$326K -2,437 Closed
SC
2395
Slow Capital
California
– -$324K -2,426 Closed
TA
2396
TruWealth Advisors
Louisiana
– -$313K -2,343 Closed
LAM
2397
LifePro Asset Management
California
– -$302K -2,257 Closed
MCWS
2398
McKinley Carter Wealth Services
West Virginia
– -$295K -2,204 Closed
WI
2399
Wintrust Investments
Illinois
– -$292K -2,182 Closed
OFG
2400
Oxford Financial Group
Indiana
– -$289K -2,162 Closed
94 95
96
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