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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
37.99%
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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.9B 81,710,807 +476,221 +0.6%
BlackRock
2
BlackRock
New York
$9.91B 74,044,855 +2,483,682 +3%
State Street
3
State Street
Massachusetts
$7.28B 54,441,615 +903,042 +2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.23B 16,701,893 +492,571 +3%
Morgan Stanley
5
Morgan Stanley
New York
$1.92B 14,338,299 +473,608 +3%
Northern Trust
6
Northern Trust
Illinois
$1.28B 9,565,726 -588,858 -6%
Bank of America
7
Bank of America
North Carolina
$1.2B 8,976,162 -464,769 -5%
Norges Bank
8
Norges Bank
Norway
$1.13B 8,465,936 -331,532 -4%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$1.13B 8,454,981 +653,144 +8%
Ameriprise
10
Ameriprise
Minnesota
$1.06B 7,933,922 +1,061,726 +15%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.05B 7,884,012 -233,279 -3%
Legal & General Group
12
Legal & General Group
United Kingdom
$890M 6,651,838 +190,303 +3%
Charles Schwab
13
Charles Schwab
California
$848M 6,397,800 -17,548 -0.3%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$848M 6,336,771 +891,740 +16%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$733M 5,474,595 +89,227 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$681M 5,088,993 +81,972 +2%
Amundi
17
Amundi
France
$679M 5,078,984 -88,176 -2%
Goldman Sachs
18
Goldman Sachs
New York
$632M 4,725,914 -1,581,749 -25%
Wells Fargo
19
Wells Fargo
California
$622M 4,649,970 -6,165 -0.1%
UBS AM
20
UBS AM
Illinois
$615M 4,688,030 – –
Invesco
21
Invesco
Georgia
$614M 4,586,380 -115,757 -2%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$603M 4,508,713 +177,636 +4%
First Trust Advisors
23
First Trust Advisors
Illinois
$520M 3,889,127 +36,844 +1%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$519M 3,881,103 +290,732 +8%
Swiss National Bank
25
Swiss National Bank
Switzerland
$438M 3,276,100 -312,100 -9%
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