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IBM

2,754 hedge funds and large institutions have $95B invested in IBM in 2024 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 1,192 increasing their positions, 1,005 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $2.59B | Put options by funds: $2.02B

19% more repeat investments, than reductions

Existing positions increased: 1,192 | Existing positions reduced: 1,005

0.28% more ownership

Funds ownership: 59.56% → 59.84% (+0.28%)

7% less first-time investments, than exits

New positions opened: 153 | Existing positions closed: 164

2% less funds holding

Funds holding: 2,802 → 2,754 (-48)

9% less capital invested

Capital invested by funds: $104B → $95B (-$9.02B)

29% less funds holding in top 10

Funds holding in top 10: 69 → 49 (-20)

Holders
2,754
Holders Change
-48
Holders Change %
-1.71%
% of All Funds
39.77%
Holding in Top 10
49
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-28.99%
% of All Funds
0.71%
New
153
Increased
1,192
Reduced
1,005
Closed
164
Calls
$2.59B
Puts
$2.02B
Net Calls
+$571M
Net Calls Change
-$186M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$347M
2
UBS AM
UBS AM
Illinois
+$314M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$184M
4
Swedbank
Swedbank
Sweden
+$183M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$171M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$340M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$213M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$174M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$141M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$106M
Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
2751
Eukles Asset Management
Ohio
$1.73K – – –
CAM
2752
ClariVest Asset Management
California
$1.37K – – –
WA
2753
WestEnd Advisors
North Carolina
$865 – – –
HWP
2754
Highline Wealth Partners
California
$692 +$695 +4 New
FHC
2755
First Heartland Consultants
Missouri
$376 -$18.6K -107 -5%
SOW
2756
State of Wyoming
Wyoming
$346 -$29.5K -170 -99%
A
2757
AlphaQuest
New York
$173 +$174 +1 New
DWM
2758
Dogwood Wealth Management
Kansas
$20 -$4.34K -25 Closed
IRAG
2759
Investment Research & Advisory Group
Georgia
$19 – – –
VOYA Investment Management
2760
VOYA Investment Management
Georgia
– -$80M -418,746 Closed
WorldQuant Millennium Advisors
2761
WorldQuant Millennium Advisors
New York
– -$44.3M -231,815 Closed
AIG
2762
American International Group
New York
– -$44.3M -231,755 Closed
CC
2763
Criteria Caixa
Spain
– -$39.6M -207,256 Closed
TPSF
2764
Texas Permanent School Fund
Texas
– -$36.1M -189,142 Closed
VMPIC
2765
Varma Mutual Pension Insurance Co
Finland
– -$33M -172,800 Closed
Twin Tree Management
2766
Twin Tree Management
Texas
– -$21.8M -125,449 Closed
Marshall Wace
2767
Marshall Wace
United Kingdom
– -$21M -120,582 Closed
RCM
2768
Radnor Capital Management
Pennsylvania
– -$12.5M -65,227 Closed
MWM
2769
Meridian Wealth Management
Kentucky
– -$10.7M -55,876 Closed
CB
2770
Cadence Bank
Mississippi
– -$9.41M -49,292 Closed
CPC
2771
Consolidated Planning Corp
Georgia
– -$8.18M -42,850 Closed
BCM
2772
Barometer Capital Management
Ontario, Canada
– -$6.94M -41,751 Closed
LNC
2773
Lincoln National Corp
Pennsylvania
– -$7.12M -37,274 Closed
CIM
2774
Chiron Investment Management
New York
– -$7.11M -37,225 Closed
MLICM
2775
Metropolitan Life Insurance Company (MetLife)
New York
– -$7.05M -36,905 Closed
109 110
111
112 113

IBM Hedge Fund Activity: Q2 2024 in Review

2,754 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q2 2024, worth a combined $95B — down 8.7% from $104B a quarter earlier.

Sellers outnumbered buyers: 164 funds closed out of IBM and 153 opened new positions — a net loss of 11 holders — while 1,005 trimmed existing stakes and 1,192 added.

The largest buyer was Capital World Investors, adding an estimated $347M. The largest seller was Arrowstreet Capital, cutting an estimated $340M.

  • 2,754 institutional investors held IBM (IBM) as of Q2 2024, down from 2,802 in Q1 2024.
  • Funds reported $95B of IBM stock for Q2 2024, down 8.7% quarter-over-quarter.
  • 153 funds opened new IBM positions in Q2 2024 and 164 closed out, a net change of -11 holders.
  • The largest IBM buyer in Q2 2024 was Capital World Investors, an estimated $347M added.
  • The largest IBM seller in Q2 2024 was Arrowstreet Capital, an estimated $340M sold.

Based on aggregated 13F filings for Q2 2024.