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IBM
IBM

Overview Fund Activity

2,736 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, 1,185 increasing their positions, 999 reducing their positions, and 163 closing their positions.

Holders
2,736
Holders Change
-49
Holders Change %
-1.76%
% of All Funds
39.8%
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
1,185
Reduced
999
Closed
163
Calls
$2.59B
Puts
$2.02B
Net Calls
+$571M
Net Calls Change
-$186M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$401M
2
UBS AM
2
UBS AM
Illinois
$1.32B
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$242M
4
Swedbank
4
Swedbank
Sweden
$182M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$15.4B

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$55.6M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$396M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$848M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$908M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$177M
Name Market Value Shares Shares
Change 		Shares
Change %
PIA
2826
Pinion Investment Advisors
Kansas
– – -1,582 Closed
SPP
2827
Single Point Partners
Massachusetts
– – -1,539 Closed
SFMG
2828
Sage Financial Management Group
Virginia
– – -1,500 Closed
GCM
2829
Gibraltar Capital Management
Oklahoma
– – -1,487 Closed
LB
2830
Legacy Bridge
Iowa
– – -1,448 Closed
BWA
2831
Beam Wealth Advisors
Louisiana
– – -1,441 Closed
SMF
2832
Sterling Manor Financial
New York
– – -1,381 Closed
LFS
2833
Legacy Financial Strategies
Kansas
– – -1,337 Closed
DWA
2834
Delap Wealth Advisory
Oregon
– – -1,309 Closed
ACA
2835
Aspire Capital Advisors
Washington
– – -1,277 Closed
CCM
2836
Chickasaw Capital Management
Tennessee
– – -1,271 Closed
MA
2837
Mezzasalma Advisors
New Jersey
– – -1,255 Closed
ITB
2838
Idaho Trust Bank
Idaho
– – -1,254 Closed
CAMV
2839
Concord Asset Management (Virginia)
Virginia
– – -1,249 Closed
FIBT
2840
First International Bank & Trust
North Dakota
– – -1,229 Closed
CPRC
2841
Consolidated Portfolio Review Corp
New York
– – -1,226 Closed
PFA
2842
Pinnacle Family Advisors
Missouri
– – -1,224 Closed
FA
2843
FDx Advisors
Illinois
– – -1,209 Closed
KFG
2844
Kingdom Financial Group
Arizona
– – -1,198 Closed
RCM
2845
Rain Capital Management
Oregon
– – -1,190 Closed
BWM
2846
BCS Wealth Management
Tennessee
– – -1,188 Closed
GWWM
2847
Great Waters Wealth Management
Minnesota
– – -1,187 Closed
MYLI
2848
Meiji Yasuda Life Insurance
Japan
– – -1,181 Closed
BCM
2849
Brown Capital Management
Maryland
– – -1,175 Closed
SIG
2850
Spinnaker Investment Group
California
– – -1,172 Closed
112 113
114
115 116