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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 %
BBP
2451
Banco BTG Pactual
Brazil
– – -4,027 Closed
ESCM
2452
Echo Street Capital Management
New York
– – -3,707 Closed
HFRG
2453
Houlihan Financial Resource Group
Virginia
– – -3,581 Closed
KTA
2454
Keeley-Teton Advisors
Illinois
– – -3,422 Closed
ICP
2455
Interchange Capital Partners
Pennsylvania
– – -3,377 Closed
KF
2456
Krilogy Financial
Missouri
– – -3,202 Closed
PI
2457
PGGM Investments
Netherlands
– – -3,195 Closed
XS
2458
XR Securities
Illinois
– – -3,156 Closed
CD
2459
Chapin Davis
Maryland
– – -2,851 Closed
JSL
2460
JT Stratford LLC
Georgia
– – -2,831 Closed
CIM
2461
Contravisory Investment Management
Massachusetts
– – -2,748 Closed
RCM
2462
RB Capital Management
Nevada
– – -2,582 Closed
SSA
2463
Schonfeld Strategic Advisors
New York
– – -2,502 Closed
NFP
2464
NorthLanding Financial Partners
New York
– – -2,472 Closed
BFA
2465
Brendel Financial Advisors
New Hampshire
– – -2,417 Closed
CCIA
2466
Campbell & Co Investment Adviser
Maryland
– – -2,379 Closed
TCM
2467
Triumph Capital Management
Colorado
– – -2,312 Closed
ARC
2468
Advisor Resource Council
Texas
– – -2,234 Closed
PWAG
2469
Polaris Wealth Advisory Group
California
– – -2,208 Closed
MPI
2470
Mairs & Power Inc
Minnesota
– – -2,162 Closed
TCM
2471
Teza Capital Management
Illinois
– – -2,155 Closed
FAM
2472
Flaharty Asset Management
Florida
– – -2,082 Closed
NC
2473
NinePointTwo Capital
California
– – -2,048 Closed
CFA
2474
Compass Financial Advisors
Indiana
– – -1,978 Closed
BO
2475
Bank OZK
Arkansas
– – -1,922 Closed
97 98
99
100 101