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IBM
IBM

Overview Fund Activity

2,738 hedge funds and large institutions have $94.8B invested in IBM in 2024 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 1,187 increasing their positions, 999 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,738
Holders Change
-49
Holders Change %
-1.76%
% of All Funds
39.82%
Holding in Top 10
49
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-28.99%
% of All Funds
0.71%
New
152
Increased
1,187
Reduced
999
Closed
163
Calls
$2.59B
Puts
$2.02B
Net Calls
+$571M
Net Calls Change
-$186M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$345M
2
UBS AM
UBS AM
Illinois
+$313M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$183M
4
Swedbank
Swedbank
Sweden
+$182M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$170M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$339M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$212M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$173M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$140M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
2501
Rational Advisors
New York
$208K -$152K -880 -42%
SAMC
2502
Spectrum Asset Management (California)
California
$208K – – –
VBFG
2503
Vishria Bird Financial Group
Tennessee
$207K – – –
ADBIC
2504
A.D. Beadell Investment Counsel
Wisconsin
$207K +$345 +2 +0.2%
SSW
2505
Stone Summit Wealth
Florida
$206K +$8.65K +50 +4%
OR
2506
Olympiad Research
Connecticut
$206K +$206K +1,189 New
BWM
2507
Biltmore Wealth Management
Arizona
$205K +$205K +1,188 New
CPBTD
2508
Central Pacific Bank - Trust Division
Hawaii
$204K -$1.56K -9 -0.8%
EL
2509
EWA LLC
Pennsylvania
$203K +$203K +1,101 New
PFA
2510
Professional Financial Advisors
Nebraska
$203K – – –
WAM
2511
Walker Asset Management
Missouri
$202K – – –
GA
2512
Goldstein Advisors
Wisconsin
$202K -$1.38K -8 -0.7%
ICM
2513
Intrepid Capital Management
Florida
$202K +$202K +1,168 New
PWP
2514
Precedent Wealth Partners
Texas
$202K -$390K -2,255 -66%
LGG
2515
Luts & Greenleigh Group
Maryland
$202K +$202K +1,165 New
MCCA
2516
Mill Creek Capital Advisors
Pennsylvania
$201K +$9.86K +57 +5%
BWP
2517
Bernardo Wealth Planning
Pennsylvania
$201K – – –
DA
2518
Dash Acquisitions
California
$201K -$48.5K -259 -19%
CFCI
2519
Comprehensive Financial Consultants Institutional
Indiana
$201K – – –
RFS
2520
Richardson Financial Services
Massachusetts
$201K -$37.2K -215 -16%
EE
2521
EWG Elevate
California
$201K -$8.65K -50 -4%
DWMS
2522
Dominguez Wealth Management Solutions
Virginia
$201K +$2.08K +12 +1%
DA
2523
DSC Advisors
Illinois
$200K -$15.9K -92 -7%
FCMT
2524
Founders Capital Management (Texas)
Texas
$199K – – –
VC
2525
Vestor Capital
Illinois
$197K -$60.5K -350 -23%
99 100
101
102 103