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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 %
DMC
251
Drexel Morgan & Co
Pennsylvania
$24.2M – – –
ATN
252
AMF Tjänstepension
Sweden
$24M -$12.9M -74,223 -35%
SCTC
253
Sanibel Captiva Trust Company
Florida
$24M -$546K -3,159 -2%
NYLIM
254
New York Life Investment Management
New York
$24M -$41.9K -242 -0.2%
CS
255
Candriam SCA
Luxembourg
$23.8M -$1.68M -9,720 -7%
NW
256
NewEdge Wealth
Pennsylvania
$23.8M +$22.5M +129,958 +1,730%
Credit Agricole
257
Credit Agricole
France
$23.8M +$847K +4,900 +4%
PP
258
Prudential plc
United Kingdom
$23.8M +$5.77M +33,387 +32%
CI Investments Inc
259
CI Investments Inc
Ontario, Canada
$23.5M +$2.64M +15,254 +13%
WHG
260
Westwood Holdings Group
Texas
$23.2M +$3.53M +20,412 +18%
QCM
261
QRG Capital Management
Illinois
$23.2M +$3.11M +17,975 +15%
FP
262
Foundry Partners
Minnesota
$23M +$4.86M +28,102 +27%
X
263
Xponance
Pennsylvania
$22.2M -$120K -694 -0.5%
IMCOOI
264
Investment Management Corp of Ontario (IMCO)
Canada
$22.1M +$3.18M +18,393 +17%
GGI
265
Godsey & Gibb Inc
Virginia
$22M -$1.59M -9,210 -7%
Public Employees Retirement Association of Colorado
266
Public Employees Retirement Association of Colorado
Colorado
$22M -$570K -3,296 -3%
WJWM
267
Williams Jones Wealth Management
New York
$21.9M -$9.42M -54,468 -30%
EI
268
Ethic Inc
New York
$21.9M +$2.16M +12,475 +11%
SW
269
SVB Wealth
Massachusetts
$21.7M -$1.25M -7,213 -5%
TA
270
TruWealth Advisors
Louisiana
$21.5M +$13.1M +75,695 +156%
Millennium Management
271
Millennium Management
New York
$21.3M -$16.5M -95,385 -44%
JGUA
272
John G. Ullman & Associates
New York
$21M -$208K -1,200 -1%
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$20.7M +$1.11M +6,418 +6%
NAM
274
Nissay Asset Management
Japan
$20.7M +$640K +3,700 +3%
FMLI
275
Fukoku Mutual Life Insurance
Japan
$20.3M +$286K +1,655 +1%
9 10
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