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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 %
RWM
2401
Rockwood Wealth Management
Pennsylvania
– -$280K -2,092 Closed
TFA
2402
Teamwork Financial Advisors
Texas
– -$278K -2,078 Closed
OWM
2403
Opes Wealth Management
California
– -$276K -2,068 Closed
BOTOTLSJU
2404
Board of Trustees of The Leland Stanford Junior University
California
– -$261K -2,002 Closed
PWA
2405
Phoenix Wealth Advisors
North Carolina
– -$266K -1,990 Closed
EAM
2406
Evanson Asset Management
California
– -$266K -1,990 Closed
MAM
2407
MMA Asset Management
Pennsylvania
– -$265K -1,982 Closed
SL
2408
Stevard LLC
Illinois
– -$260K -1,943 Closed
DFG
2409
Demars Financial Group
Washington
– -$254K -1,898 Closed
GCM
2410
G2 Capital Management
Ohio
– -$251K -1,881 Closed
RWA
2411
River Wealth Advisors
Pennsylvania
– -$248K -1,855 Closed
DG
2412
DMC Group
Alabama
– -$243K -1,834 Closed
SIC
2413
Shoker Investment Counsel
Ohio
– -$237K -1,773 Closed
VBFG
2414
Vishria Bird Financial Group
Tennessee
– -$236K -1,769 Closed
QP
2415
Quilter Plc
United Kingdom
– -$239K -1,756 Closed
TDC
2416
Thompson Davis & Co
Virginia
– -$232K -1,737 Closed
HIM
2417
Hanlon Investment Management
New Jersey
– -$231K -1,730 Closed
CG
2418
Corundum Group
Colorado
– -$227K -1,701 Closed
NCM
2419
Noesis Capital Mangement
Florida
– -$219K -1,642 Closed
PCA
2420
Private Capital Advisors
Connecticut
– -$214K -1,600 Closed
FMC
2421
First Merchants Corp
Indiana
– -$211K -1,578 Closed
PMAM
2422
Penn Mutual Asset Management
Pennsylvania
– -$211K -1,575 Closed
BCM
2423
Beck Capital Management
Texas
– -$210K -1,571 Closed
WOSD
2424
WFA of San Diego
California
– -$210K -1,570 Closed
CCP
2425
Carmel Capital Partners
California
– -$208K -1,555 Closed
95 96
97
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