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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 %
WA
2776
Wealthstar Advisors
Texas
– -$1.61M -8,441 Closed
CIC
2777
Cornercap Investment Counsel
Georgia
– -$1.47M -7,694 Closed
CM
2778
Caption Management
Oklahoma
– -$1.43M -7,500 Closed
DFG
2779
Delta Financial Group
New Jersey
– -$1.4M -7,307 Closed
FGI
2780
Foresight Global Investors
New York
– -$1.26M -6,575 Closed
LAS
2781
Lloyd Advisory Services
Georgia
– -$1.23M -6,420 Closed
I
2782
InceptionR
California
– -$1.09M -5,713 Closed
PPP
2783
Private Portfolio Partners
New Jersey
– -$1.04M -5,465 Closed
GAM
2784
Grandview Asset Management
Pennsylvania
– -$1.04M -5,419 Closed
CWM
2785
Campbell Wealth Management
Virginia
– -$954K -4,994 Closed
FCIM
2786
Fairview Capital Investment Management
California
– -$941K -4,928 Closed
RWA
2787
Redhawk Wealth Advisors
Minnesota
– -$936K -4,900 Closed
LCWP
2788
Legacy Capital Wealth Partners
Arkansas
– -$548K -4,359 Closed
CIC
2789
Chase Investment Counsel
Virginia
– -$804K -4,212 Closed
LWA
2790
Lantern Wealth Advisors
New York
– -$788K -4,126 Closed
OFS
2791
OneAscent Financial Services
Alabama
– -$755K -3,955 Closed
VIA
2792
Virtus Investment Advisers
Connecticut
– -$745K -3,899 Closed
ARC
2793
Advisor Resource Council
Texas
– -$614K -3,739 Closed
JWWM
2794
Johnson & White Wealth Management
Pennsylvania
– -$701K -3,670 Closed
FFB
2795
First Financial Bankshares
Texas
– -$699K -3,659 Closed
HFRG
2796
Houlihan Financial Resource Group
Virginia
– -$683K -3,576 Closed
SAM
2797
Selway Asset Management
– -$678K -3,550 Closed
AGA
2798
Accuvest Global Advisors
Utah
– -$677K -3,544 Closed
EMAM
2799
Encompass More Asset Management
California
– -$655K -3,431 Closed
FFP
2800
FourThought Financial Partners
Florida
– -$644K -3,370 Closed
110 111
112
113 114