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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 %
MWM
2751
Meridian Wealth Management
Kentucky
– -$10.7M -55,876 Closed
CB
2752
Cadence Bank
Mississippi
– -$9.41M -49,292 Closed
CPC
2753
Consolidated Planning Corp
Georgia
– -$8.18M -42,850 Closed
BCM
2754
Barometer Capital Management
Ontario, Canada
– -$6.94M -41,751 Closed
LNC
2755
Lincoln National Corp
Pennsylvania
– -$7.12M -37,274 Closed
CIM
2756
Chiron Investment Management
New York
– -$7.11M -37,225 Closed
MLICM
2757
Metropolitan Life Insurance Company (MetLife)
New York
– -$7.05M -36,905 Closed
LSA
2758
L & S Advisors
California
– -$6.24M -32,661 Closed
NL
2759
NWAM LLC
Washington
– -$4.78M -28,196 Closed
CA
2760
CoreCap Advisors
Michigan
– -$5.31M -27,821 Closed
MIC
2761
Maxi Investments CY
Cyprus
– -$5.12M -26,805 Closed
BL
2762
BCWM LLC
Kansas
– -$4.83M -25,289 Closed
GCM
2763
Genus Capital Management
British Columbia, Canada
– -$4.47M -23,400 Closed
SPW
2764
Surience Private Wealth
Washington
– -$3.91M -20,497 Closed
IMC Chicago
2765
IMC Chicago
Illinois
– -$3.45M -18,065 Closed
AWC
2766
Abundance Wealth Counselors
Pennsylvania
– -$3.43M -17,967 Closed
HT
2767
HAP Trading
New York
– -$3.35M -17,524 Closed
QAM
2768
Q3 Asset Management
Michigan
– -$3.15M -16,518 Closed
BWS
2769
Buck Wealth Strategies
Colorado
– -$3.13M -16,375 Closed
GAA
2770
Global Assets Advisory
Florida
– -$83K -15,848 Closed
MAV
2771
Mason & Associates (Virginia)
Virginia
– -$2.64M -13,829 Closed
BL
2772
Balentine LLC
Georgia
– -$2.51M -13,136 Closed
WI
2773
WBI Investments
New Jersey
– -$1.87M -9,791 Closed
SNBOSD
2774
Security National Bank of So Dak
Iowa
– -$1.75M -9,180 Closed
HWM
2775
Hohimer Wealth Management
Washington
– -$1.71M -8,929 Closed
109 110
111
112 113