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IBM
IBM

Overview Fund Activity

2,785 hedge funds and large institutions have $104B invested in IBM in 2024 Q1 according to their latest regulatory filings, with 262 funds opening new positions, 1,099 increasing their positions, 1,087 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,785
Holders Change
+122
Holders Change %
+4.58%
% of All Funds
40.38%
Holding in Top 10
69
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.99%
% of All Funds
1%
New
262
Increased
1,099
Reduced
1,087
Closed
100
Calls
$3.73B
Puts
$2.97B
Net Calls
+$758M
Net Calls Change
+$437M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$16.8B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$671M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.13B
4
UBS Group
4
UBS Group
Switzerland
$730M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.77B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.71B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.39B
3
Goldman Sachs
3
Goldman Sachs
New York
$828M
4
Ameriprise
4
Ameriprise
Minnesota
$1.32B
5
Citadel Advisors
5
Citadel Advisors
Florida
$79.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
2776
NVWM LLC
Pennsylvania
$2.29K +$2.29K +12 New
FPF
2777
First Pacific Financial
Washington
$2.1K +$2.1K +11 New
HBW
2778
Hazlett, Burt & Watson
West Virginia
$2K – – –
EAM
2779
Eukles Asset Management
Ohio
$1.91K – – –
CIR
2780
Clear Investment Research
Georgia
$1.91K – – –
CAM
2781
ClariVest Asset Management
California
$1.53K – – –
WF
2782
WoodTrust Financial
Wisconsin
$1.18K +$87 +453 +8%
WA
2783
WestEnd Advisors
North Carolina
$955 – – –
FGAM
2784
Financial Gravity Asset Management
Texas
$703 -$52.3K -223 -99%
TWP
2785
TFO Wealth Partners
Ohio
$573 -$1.72K -9 -75%
FIA
2786
FNY Investment Advisers
New York
$40 +$34 +180 +600%
IRAG
2787
Investment Research & Advisory Group
Georgia
$21 -$18 -1 Closed
Swedbank
2788
Swedbank
Sweden
– -$171M -1,043,669 Closed
SPC
2789
Slate Path Capital
New York
– -$110M -670,970 Closed
JCM
2790
Junto Capital Management
New York
– -$62M -379,214 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2791
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$32.7M -200,000 Closed
BCM
2792
Bluefin Capital Management
New York
– -$18.1M -110,250 Closed
QIM
2793
Quantitative Investment Management
Virginia
– -$12.5M -76,344 Closed
GBWM
2794
Granite Bay Wealth Management
New Hampshire
– -$6.38M -42,210 Closed
NEI
2795
Northwest & Ethical Investments
Ontario, Canada
– -$6.66M -40,733 Closed
BCM
2796
Bayesian Capital Management
New York
– -$6.44M -39,388 Closed
LCM
2797
Laurion Capital Management
New York
– -$5.75M -35,127 Closed
BIA
2798
Barry Investment Advisors
Massachusetts
– -$5.66M -34,587 Closed
CAM
2799
Cubic Asset Management
Massachusetts
– -$3.84M -23,507 Closed
FI
2800
FJ Investments
Utah
– -$3.82M -23,360 Closed
110 111
112
113 114