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IBM
IBM

Overview Fund Activity

2,408 hedge funds and large institutions have $69.6B invested in IBM in 2023 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 990 increasing their positions, 937 reducing their positions, and 108 closing their positions.

Holders
2,408
Holders Change
+29
Holders Change %
+1.22%
% of All Funds
37.98%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.69%
New
158
Increased
990
Reduced
937
Closed
108
Calls
$2.3B
Puts
$1.55B
Net Calls
+$756M
Net Calls Change
+$375M

Top Buyers

1
BlackRock
1
BlackRock
New York
$9.91B
2
Franklin Resources
2
Franklin Resources
California
$348M
3
Ameriprise
3
Ameriprise
Minnesota
$1.06B
4
Lazard Asset Management
4
Lazard Asset Management
New York
$129M
5
State Street
5
State Street
Massachusetts
$7.28B

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$263M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$141M
3
Goldman Sachs
3
Goldman Sachs
New York
$632M
4
Millennium Management
4
Millennium Management
New York
$51.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$97.7M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
2401
Soundwatch Capital
Connecticut
$2.41K 705,000 +705,000 New
EAM
2402
Eukles Asset Management
Ohio
$1.34K 10 – –
CIR
2403
Clear Investment Research
Georgia
$1.34K 10 +10 New
UFF
2404
USA Financial Formulas
Michigan
$1.2K 9 – –
RWPA
2405
Richard W. Paul & Associates
Michigan
$1.07K 8 – –
KFP
2406
KB Financial Partners
New Jersey
$1K 11 – –
FGAM
2407
Financial Gravity Asset Management
Texas
$559 134 +3 +2%
TWP
2408
TFO Wealth Partners
Ohio
$401 3 – –
BCM
2409
Bourgeon Capital Management
Connecticut
$268 2 – –
CJL
2410
Cyrus J. Lawrence
New York
$227 1,698 -31 -2%
FCAS
2411
First Command Advisory Services
Texas
$134 2 -278 -99%
Comerica Bank
2412
Comerica Bank
Texas
$74 933,906 +933,906 New
OIAM
2413
OFI Invest Asset Management
France
– – -1,173,911 Closed
Qube Research & Technologies (QRT)
2414
Qube Research & Technologies (QRT)
United Kingdom
– – -768,969 Closed
JPMPWA
2415
J.P. Morgan Private Wealth Advisors
California
– – -522,505 Closed
TC
2416
TwinBeech Capital
New York
– – -407,268 Closed
E
2417
Ergoteles
New York
– – -279,168 Closed
Point72 Asset Management
2418
Point72 Asset Management
Connecticut
– – -182,028 Closed
CC
2419
Centiva Capital
New York
– – -166,975 Closed
FC
2420
FORA Capital
Florida
– – -94,407 Closed
SWG
2421
Summit Wealth Group
Vermont
– – -81,134 Closed
CTC (Chicago Trading Company)
2422
CTC (Chicago Trading Company)
Illinois
– – -74,303 Closed
RCM
2423
Radnor Capital Management
Pennsylvania
– – -73,950 Closed
ECM
2424
ExodusPoint Capital Management
New York
– – -61,210 Closed
PI
2425
PEAK6 Investments
Illinois
– – -45,163 Closed
95 96
97
98 99