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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 %
LWM
2876
LJI Wealth Management
Indiana
– -$208K -1,090 Closed
GL
2877
Gerber LLC
Ohio
– -$207K -1,086 Closed
AIC
2878
Argus Investors Counsel
New York
– -$207K -1,085 Closed
DA
2879
Doliver Advisors
Texas
– -$207K -1,084 Closed
SCM
2880
Spreng Capital Management
Ohio
– -$206K -1,081 Closed
PD
2881
Planning Directions
Pennsylvania
– -$206K -1,079 Closed
WDL
2882
Well Done LLC
Michigan
– -$205K -1,072 Closed
CD
2883
Chapin Davis
Maryland
– -$205K -1,071 Closed
PAG
2884
Powers Advisory Group
Illinois
– -$204K -1,066 Closed
RC
2885
Rovin Capital
Arizona
– -$203K -1,064 Closed
LP
2886
LGL Partners
Pennsylvania
– -$202K -1,057 Closed
JFL
2887
Jarislowsky, Fraser Ltd
Quebec, Canada
– -$201K -1,050 Closed
LFA
2888
LGT Financial Advisors
Texas
– -$191K -1,000 Closed
FFWA
2889
FRG Family Wealth Advisors
Washington
– -$163K -978 Closed
IWA
2890
Icon Wealth Advisors
Texas
– -$179K -936 Closed
FIM
2891
Fernwood Investment Management
Massachusetts
– -$142K -741 Closed
NIC
2892
Northwest Investment Counselors
Oregon
– -$136K -712 Closed
NCTC
2893
New Covenant Trust Company
Indiana
– -$125K -657 Closed
GFL
2894
Granite FO LLC
New Hampshire
– -$84.9K -428 Closed
SPM
2895
Symmetry Peak Management
Pennsylvania
– -$74.5K -390 Closed
FSWA
2896
Financial Synergies Wealth Advisors
Texas
– -$37.9K -198 Closed
SWS
2897
SYSTM Wealth Solutions
Illinois
– -$35.5K -186 Closed
LD
2898
Lipe & Dalton
New York
– -$19K -100 Closed
MAM
2899
MMA Asset Management
Pennsylvania
– -$17K -89 Closed
MUMSS
2900
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$7.07K -37 Closed
113 114 115
116
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