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IBM
IBM

Overview Fund Activity

2,366 hedge funds and large institutions have $71.5B invested in IBM in 2022 Q2 according to their latest regulatory filings, with 180 funds opening new positions, 1,139 increasing their positions, 734 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,366
Holders Change
+36
Holders Change %
+1.55%
% of All Funds
40.01%
Holding in Top 10
67
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+116.13%
% of All Funds
1.13%
New
180
Increased
1,139
Reduced
734
Closed
114
Calls
$3.06B
Puts
$2.94B
Net Calls
+$121M
Net Calls Change
-$809M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.77B
2
BlackRock
BlackRock
New York
$9.85B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$721M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
$646M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$736M

Top Sellers

1
AWA
Aaron Wealth Advisors
Illinois
$3.74M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$373M
3
Fidelity International
Fidelity International
Bermuda
$0
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$23.7M
5
State Street
State Street
Massachusetts
$7.48B
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
2426
CTC Capital Management
Illinois
– -$416K -3,200 Closed
XS
2427
XR Securities
Illinois
– -$393K -3,025 Closed
LNWTC
2428
Laird Norton Wetherby Trust Company
Washington
– -$390K -3,006 Closed
MSR
2429
Main Street Research
Connecticut
– -$374K -2,879 Closed
DA
2430
Duality Advisers
Florida
– -$372K -2,862 Closed
GSIS
2431
Global Strategic Investment Solutions
Arizona
– -$362K -2,787 Closed
SAM
2432
Strategy Asset Managers
California
– -$341K -2,620 Closed
JWBC
2433
John W. Bristol & Co
New York
– -$338K -2,600 Closed
AT
2434
Arden Trust
Delaware
– -$333K -2,560 Closed
FFG
2435
Fortem Financial Group
California
– -$326K -2,508 Closed
APP
2436
Alpha Paradigm Partners
Illinois
– -$323K -2,482 Closed
QOP
2437
Quinn Opportunity Partners
Virginia
– -$260K -2,000 Closed
AAM
2438
Austin Asset Management
Texas
– -$244K -1,873 Closed
KIC
2439
Keating Investment Counselors
Florida
– -$234K -1,800 Closed
MWPCG
2440
Measured Wealth Private Client Group
New Hampshire
– -$227K -1,745 Closed
EA
2441
Echo45 Advisors
California
– -$226K -1,742 Closed
KM
2442
Kalos Management
Georgia
– -$222K -1,711 Closed
BHTS
2443
Bar Harbor Trust Services
Maine
– -$217K -1,670 Closed
SLF
2444
Sun Life Financial
Ontario, Canada
– -$217K -1,669 Closed
PP
2445
Patron Partners
Texas
– -$209K -1,611 Closed
GWM
2446
GoalFusion Wealth Management
Texas
– -$208K -1,603 Closed
FZCM
2447
Flynn Zito Capital Management
New York
– -$208K -1,601 Closed
FEG
2448
Fund Evaluation Group
Ohio
– -$207K -1,591 Closed
SICM
2449
Sustainable Insight Capital Management
New York
– -$202K -1,557 Closed
WLIM
2450
White Lighthouse Investment Management
Massachusetts
– -$201K -1,547 Closed
96 97
98
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