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IBM

2,754 hedge funds and large institutions have $95B invested in IBM in 2024 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 1,192 increasing their positions, 1,005 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $2.59B | Put options by funds: $2.02B

19% more repeat investments, than reductions

Existing positions increased: 1,192 | Existing positions reduced: 1,005

0.28% more ownership

Funds ownership: 59.56% → 59.84% (+0.28%)

7% less first-time investments, than exits

New positions opened: 153 | Existing positions closed: 164

2% less funds holding

Funds holding: 2,802 → 2,754 (-48)

9% less capital invested

Capital invested by funds: $104B → $95B (-$9.02B)

29% less funds holding in top 10

Funds holding in top 10: 69 → 49 (-20)

Holders
2,754
Holders Change
-48
Holders Change %
-1.71%
% of All Funds
39.77%
Holding in Top 10
49
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-28.99%
% of All Funds
0.71%
New
153
Increased
1,192
Reduced
1,005
Closed
164
Calls
$2.59B
Puts
$2.02B
Net Calls
+$571M
Net Calls Change
-$186M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$347M
2
UBS AM
UBS AM
Illinois
+$314M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$184M
4
Swedbank
Swedbank
Sweden
+$183M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$171M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$340M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$213M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$174M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$141M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$106M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2826
Trilogy Capital
California
– -$434K -2,275 Closed
WAM
2827
Wakefield Asset Management
Colorado
– -$429K -2,247 Closed
KI
2828
Kapitalo Investimentos
Brazil
– -$420K -2,200 Closed
SAM
2829
Sequent Asset Management
Texas
– -$419K -2,192 Closed
KFA
2830
Kelleher Financial Advisors
New York
– -$409K -2,144 Closed
SSG
2831
Summit Securities Group
New York
– -$365K -2,100 Closed
CMTU
2832
Capital Markets Trading (UK)
United Kingdom
– -$354K -2,038 Closed
GCM
2833
Glaxis Capital Management
Florida
– -$382K -2,000 Closed
KFS
2834
Kaizen Financial Strategies
California
– -$382K -2,000 Closed
AIA
2835
Arbor Investment Advisors
North Carolina
– -$372K -1,950 Closed
SMA
2836
Seven Mile Advisory
New Jersey
– -$370K -1,938 Closed
TSS
2837
Two Sigma Securities
New York
– -$319K -1,834 Closed
FBFS
2838
First Business Financial Services
Wisconsin
– -$341K -1,787 Closed
WI
2839
WrapManager Inc
California
– -$337K -1,764 Closed
MIA
2840
MainStreet Investment Advisors
Illinois
– -$335K -1,754 Closed
GCM
2841
Gladius Capital Management
Illinois
– -$332K -1,739 Closed
XT
2842
XTX Topco
Cayman Islands
– -$331K -1,732 Closed
HIIFS
2843
Harel Insurance Investments & Financial Services
Israel
– -$317K -1,662 Closed
OTL
2844
Oak Thistle LLC
New York
– -$314K -1,644 Closed
PIA
2845
Pinion Investment Advisors
Kansas
– -$302K -1,582 Closed
SPP
2846
Single Point Partners
Massachusetts
– -$294K -1,539 Closed
SFMG
2847
Sage Financial Management Group
Virginia
– -$286K -1,500 Closed
GCM
2848
Gibraltar Capital Management
Oklahoma
– -$284K -1,487 Closed
LB
2849
Legacy Bridge
Iowa
– -$277K -1,448 Closed
BWA
2850
Beam Wealth Advisors
Louisiana
– -$275K -1,441 Closed
112 113
114
115 116

IBM Hedge Fund Activity: Q2 2024 in Review

2,754 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q2 2024, worth a combined $95B — down 8.7% from $104B a quarter earlier.

Sellers outnumbered buyers: 164 funds closed out of IBM and 153 opened new positions — a net loss of 11 holders — while 1,005 trimmed existing stakes and 1,192 added.

The largest buyer was Capital World Investors, adding an estimated $347M. The largest seller was Arrowstreet Capital, cutting an estimated $340M.

  • 2,754 institutional investors held IBM (IBM) as of Q2 2024, down from 2,802 in Q1 2024.
  • Funds reported $95B of IBM stock for Q2 2024, down 8.7% quarter-over-quarter.
  • 153 funds opened new IBM positions in Q2 2024 and 164 closed out, a net change of -11 holders.
  • The largest IBM buyer in Q2 2024 was Capital World Investors, an estimated $347M added.
  • The largest IBM seller in Q2 2024 was Arrowstreet Capital, an estimated $340M sold.

Based on aggregated 13F filings for Q2 2024.