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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 %
SAG
2601
Spotlight Asset Group
Illinois
$86.5K – – –
AP
2602
Aspect Partners
Virginia
$86.1K +$6.05K +35 +8%
BBPWM
2603
Blue Bell Private Wealth Management
Pennsylvania
$86K – – –
PWMG
2604
Prestige Wealth Management Group
New Jersey
$85.3K -$12.1K -70 -12%
MFT
2605
Moisand Fitzgerald Tamayo
Florida
$84.9K – – –
HGA
2606
Hobbs Group Advisors
South Carolina
$84.5K +$84.5K +488 New
WOC
2607
West Oak Capital
California
$83.9K – – –
JFA
2608
JNBA Financial Advisors
Minnesota
$83.1K – – –
CAM
2609
Creekmur Asset Management
Illinois
$82.3K +$50.1K +290 +156%
JWM
2610
Janiczek Wealth Management
Colorado
$81.4K +$692 +4 +0.9%
MCA
2611
Maryland Capital Advisors
Maryland
$77.8K – – –
GPI
2612
General Partner Inc
Pennsylvania
$77.7K – – –
T
2613
Tidemark
California
$76.6K +$17.8K +103 +30%
MCM
2614
MidAtlantic Capital Management
Virginia
$75.4K -$56.7K -328 -43%
TCG
2615
Transcendent Capital Group
Oklahoma
$75.4K +$692 +4 +0.9%
TC
2616
Trust Company
Kansas
$74.5K – – –
VF
2617
VitalStone Financial
Texas
$74.3K -$1.73K -10 -2%
BFS
2618
Burkett Financial Services
South Carolina
$73.8K +$691 +4 +0.9%
CMA
2619
Cedar Mountain Advisors
Oregon
$73.1K +$52.1K +301 +249%
NECFA
2620
New England Capital Financial Advisors
Connecticut
$72.8K – – –
FC
2621
Fairscale Capital
New Hampshire
$72.5K +$72.5K +390 New
MAM
2622
Meeder Asset Management
Ohio
$70.2K -$232K -1,344 -77%
OAJ
2623
Ogorek Anthony Joseph
New York
$69K -$23.9K -138 -26%
AF
2624
Aviso Financial
Ontario, Canada
$67K +$67K +387 New
BIA
2625
Bell Investment Advisors
California
$66.8K +$2.42K +14 +4%
103 104
105
106 107