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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 %
CVA
2801
Central Valley Advisors
California
– -$587K -3,077 Closed
PWM
2802
Provident Wealth Management
Tennessee
– -$531K -2,783 Closed
ACM
2803
Ategra Capital Management
Virginia
– -$529K -2,768 Closed
EW
2804
Evoke Wealth
California
– -$524K -2,746 Closed
WWS
2805
Wellington Wealth Strategies
Indiana
– -$492K -2,576 Closed
SAW
2806
Signal Advisors Wealth
Michigan
– -$488K -2,557 Closed
FWM
2807
Finer Wealth Management
Massachusetts
– -$483K -2,529 Closed
TC
2808
Trilogy Capital
California
– -$434K -2,275 Closed
WAM
2809
Wakefield Asset Management
Colorado
– -$429K -2,247 Closed
KI
2810
Kapitalo Investimentos
Brazil
– -$420K -2,200 Closed
SAM
2811
Sequent Asset Management
Texas
– -$419K -2,192 Closed
KFA
2812
Kelleher Financial Advisors
New York
– -$409K -2,144 Closed
SSG
2813
Summit Securities Group
New York
– -$401K -2,100 Closed
CMTU
2814
Capital Markets Trading (UK)
United Kingdom
– -$389K -2,038 Closed
KFS
2815
Kaizen Financial Strategies
California
– -$382K -2,000 Closed
GCM
2816
Glaxis Capital Management
Florida
– -$382K -2,000 Closed
AIA
2817
Arbor Investment Advisors
North Carolina
– -$372K -1,950 Closed
SMA
2818
Seven Mile Advisory
New Jersey
– -$370K -1,938 Closed
TSS
2819
Two Sigma Securities
New York
– -$350K -1,834 Closed
FBFS
2820
First Business Financial Services
Wisconsin
– -$341K -1,787 Closed
WI
2821
WrapManager Inc
California
– -$337K -1,764 Closed
MIA
2822
MainStreet Investment Advisors
Illinois
– -$335K -1,754 Closed
GCM
2823
Gladius Capital Management
Illinois
– -$332K -1,739 Closed
XT
2824
XTX Topco
Cayman Islands
– -$331K -1,732 Closed
HIIFS
2825
Harel Insurance Investments & Financial Services
Israel
– -$317K -1,662 Closed
111 112
113
114 115