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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 %
NWM
2801
Napa Wealth Management
California
– -$2.79M -17,071 Closed
CW
2802
Connectus Wealth
Ohio
– -$2.47M -15,080 Closed
PMAM
2803
Penn Mutual Asset Management
Pennsylvania
– -$2.31M -14,130 Closed
TAF
2804
Tredje AP-fonden
Sweden
– -$2.22M -13,604 Closed
MC
2805
Maverick Capital
Texas
– -$2.21M -13,532 Closed
DEM
2806
Disciplined Equity Management
Florida
– -$2.05M -12,514 Closed
SLFPAM
2807
St. Louis Financial Planners Asset Management
Missouri
– -$2.02M -12,339 Closed
SAG
2808
SageView Advisory Group
California
– -$2.28M -12,114 Closed
MGIA
2809
Matthew Goff Investment Advisor
Texas
– -$1.9M -11,617 Closed
PE
2810
Point72 Europe
United Kingdom
– -$1.59M -9,743 Closed
PDL
2811
Portfolio Design Labs
California
– -$1.49M -9,095 Closed
WAM
2812
Weiss Asset Management
Massachusetts
– -$1.38M -8,443 Closed
CWM
2813
Curi Wealth Management
North Carolina
– -$1.23M -7,504 Closed
SPWM
2814
Straight Path Wealth Management
Michigan
– -$1.11M -6,780 Closed
VFPI
2815
Vantage Financial Partners (Illinois)
Illinois
– -$1.08M -6,580 Closed
MCIA
2816
Mountain Capital Investment Advisors
Colorado
– -$1.03M -6,376 Closed
WCM
2817
Winthrop Capital Management
Indiana
– -$1.04M -6,329 Closed
IRC
2818
Investors Research Corp
Georgia
– -$982K -6,004 Closed
MCM
2819
Mork Capital Management
California
– -$980K -5,990 Closed
EGM
2820
Engineers Gate Manager
New York
– -$955K -5,841 Closed
GWS
2821
Glassman Wealth Services
Virginia
– -$920K -5,624 Closed
IFU
2822
iSAM Funds (UK)
United Kingdom
– -$885K -5,411 Closed
MFS
2823
Mirabella Financial Services
United Kingdom
– -$850K -5,200 Closed
Belvedere Trading
2824
Belvedere Trading
Illinois
– -$804K -4,913 Closed
IF
2825
IRON Financial
Illinois
– -$770K -4,707 Closed
111 112
113
114 115