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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 Holding Trade Value Shares
Change 		Shares
Change %
DWG
2851
Darden Wealth Group
Michigan
– -$223K -1,170 Closed
ZIMP
2852
Zimmermann Investment Management & Planning
Pennsylvania
– -$221K -1,158 Closed
DA
2853
Dillon & Associates
Michigan
– -$220K -1,152 Closed
NCMW
2854
Northern Capital Management (Washington)
Washington
– -$220K -1,151 Closed
EGWAG
2855
Elwood & Goetz Wealth Advisory Group
Georgia
– -$220K -1,150 Closed
PSFG
2856
Prairie Sky Financial Group
Illinois
– -$220K -1,150 Closed
BLAM
2857
Bourne Lent Asset Management
New York
– -$220K -1,150 Closed
SFS
2858
Searcy Financial Services
Kansas
– -$219K -1,148 Closed
TC
2859
TAGStone Capital
North Carolina
– -$219K -1,148 Closed
CNWM
2860
Clay Northam Wealth Management
California
– -$218K -1,144 Closed
SC
2861
Schoolcraft Capital
Colorado
– -$217K -1,137 Closed
NEPPG
2862
New England Professional Planning Group
Rhode Island
– -$216K -1,129 Closed
AFG
2863
Altiora Financial Group
Ohio
– -$215K -1,128 Closed
MPI
2864
Mairs & Power Inc
Minnesota
– -$213K -1,117 Closed
MAA
2865
Matrix Asset Advisors
New York
– -$213K -1,117 Closed
CCM
2866
Carlson Capital Management
Minnesota
– -$212K -1,112 Closed
OKSA
2867
O'Keefe Stevens Advisory
New York
– -$212K -1,110 Closed
SIM
2868
Stratos Investment Management
Ohio
– -$211K -1,105 Closed
SIC
2869
Shoker Investment Counsel
Ohio
– -$209K -1,101 Closed
IA
2870
IAM Advisory
Pennsylvania
– -$210K -1,099 Closed
VC
2871
Veery Capital
Delaware
– -$210K -1,098 Closed
LSC
2872
Lesa Sroufe & Co
Washington
– -$209K -1,095 Closed
NWM
2873
Northwest Wealth Management
Iowa
– -$209K -1,095 Closed
PIMG
2874
Patriot Investment Management Group
Tennessee
– -$209K -1,094 Closed
CFP
2875
Cypress Financial Planning
New Jersey
– -$209K -1,093 Closed
113 114
115
116 117