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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 %
HHGA
2426
Halbert Hargrove Global Advisors
California
– -$207K -1,552 Closed
KWS
2427
Keystone Wealth Services
California
– -$207K -1,549 Closed
HWA
2428
HCR Wealth Advisors
California
– -$207K -1,549 Closed
APW
2429
Aurora Private Wealth
New Jersey
– -$206K -1,544 Closed
WAL
2430
W Advisors LLC
Tennessee
– -$205K -1,533 Closed
FPIS
2431
Financial Planning & Information Services
Wisconsin
– -$204K -1,530 Closed
HCM
2432
Hollencrest Capital Management
California
– -$204K -1,526 Closed
HFA
2433
High Falls Advisors
New York
– -$204K -1,525 Closed
FRM
2434
Foundation Resource Management
Arkansas
– -$204K -1,524 Closed
VCP
2435
Vista Capital Partners
Oregon
– -$203K -1,519 Closed
WCM
2436
WealthBridge Capital Management
Ohio
– -$203K -1,516 Closed
DIM
2437
DC Investments Management
Virginia
– -$203K -1,516 Closed
LCC
2438
Lincoln Capital Corp
Rhode Island
– -$203K -1,516 Closed
V
2439
VeraBank
Texas
– -$202K -1,515 Closed
KAM
2440
KEB Asset Management
Illinois
– -$202K -1,514 Closed
PAG
2441
Powers Advisory Group
Illinois
– -$202K -1,512 Closed
GIM
2442
Greenwich Investment Management
Connecticut
– -$202K -1,509 Closed
JBA
2443
Johnson Bixby & Associates
Washington
– -$202K -1,509 Closed
ACM
2444
Alethea Capital Management
Washington
– -$200K -1,500 Closed
NSCM
2445
New South Capital Management
Tennessee
– -$200K -1,500 Closed
LAM
2446
Lountzis Asset Management
Pennsylvania
– -$200K -1,500 Closed
PCP
2447
Proficio Capital Partners
Massachusetts
– -$200K -1,495 Closed
TC
2448
TAP Consulting
Missouri
– -$180K -1,349 Closed
EWM
2449
Elmwood Wealth Management
California
– -$166K -1,243 Closed
CSWM
2450
Cassady Schiller Wealth Management
Ohio
– -$129K -965 Closed
95 96 97
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