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IBM
IBM

Overview Fund Activity

2,737 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, 1,186 increasing their positions, 999 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,737
Holders Change
-49
Holders Change %
-1.76%
% of All Funds
39.81%
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
1,186
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
$401M
2
UBS AM
UBS AM
Illinois
$1.32B
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$242M
4
Swedbank
Swedbank
Sweden
$182M
5
Vanguard Group
Vanguard Group
Pennsylvania
$15.4B

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$55.6M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$396M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$848M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
$908M
5
AllianceBernstein
AllianceBernstein
Tennessee
$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
2726
Moser Wealth Advisors
Washington
$3.46K – – –
LIA
2727
Luken Investment Analytics
Tennessee
$2.77K – – –
AFS
2728
Annapolis Financial Services
Maryland
$2.25K – – –
VWWMG
2729
Vermillion & White Wealth Management Group
Pennsylvania
$2.25K – – –
PPWM
2730
PFG Private Wealth Management
Florida
$2.25K – – –
HBW
2731
Hazlett, Burt & Watson
West Virginia
$2K – – –
NL
2732
NVWM LLC
Pennsylvania
$1.9K -$173 -1 -8%
EAM
2733
Eukles Asset Management
Ohio
$1.73K – – –
CIR
2734
Clear Investment Research
Georgia
$1.73K – – –
CAM
2735
ClariVest Asset Management
California
$1.37K – – –
WA
2736
WestEnd Advisors
North Carolina
$865 – – –
HWP
2737
Highline Wealth Partners
California
$692 +$692 +4 New
FHC
2738
First Heartland Consultants
Missouri
$376 -$18 -107 -5%
SOW
2739
State of Wyoming
Wyoming
$346 -$29.4K -170 -99%
A
2740
AlphaQuest
New York
$173 +$173 +1 New
DWM
2741
Dogwood Wealth Management
Kansas
$20 -$4.79K -25 Closed
IRAG
2742
Investment Research & Advisory Group
Georgia
$19 -$21 – –
VOYA Investment Management
2743
VOYA Investment Management
Georgia
– -$80M -418,746 Closed
WorldQuant Millennium Advisors
2744
WorldQuant Millennium Advisors
New York
– -$44.3M -231,815 Closed
AIG
2745
American International Group
New York
– -$44.3M -231,755 Closed
CC
2746
Criteria Caixa
Spain
– -$39.6M -207,256 Closed
VMPIC
2747
Varma Mutual Pension Insurance Co
Finland
– -$33M -172,800 Closed
Twin Tree Management
2748
Twin Tree Management
Texas
– -$24M -125,449 Closed
Marshall Wace
2749
Marshall Wace
United Kingdom
– -$23M -120,582 Closed
RCM
2750
Radnor Capital Management
Pennsylvania
– -$12.5M -65,227 Closed
108 109
110
111 112