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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
PSFG
2876
Prairie Sky Financial Group
Illinois
– -$220K -1,150 Closed
SFS
2877
Searcy Financial Services
Kansas
– -$219K -1,148 Closed
TC
2878
TAGStone Capital
North Carolina
– -$219K -1,148 Closed
CNWM
2879
Clay Northam Wealth Management
California
– -$218K -1,144 Closed
SC
2880
Schoolcraft Capital
Colorado
– -$217K -1,137 Closed
NEPPG
2881
New England Professional Planning Group
Rhode Island
– -$216K -1,129 Closed
AFG
2882
Altiora Financial Group
Ohio
– -$215K -1,128 Closed
MPI
2883
Mairs & Power Inc
Minnesota
– -$213K -1,117 Closed
MAA
2884
Matrix Asset Advisors
New York
– -$213K -1,117 Closed
CCM
2885
Carlson Capital Management
Minnesota
– -$212K -1,112 Closed
OKSA
2886
O'Keefe Stevens Advisory
New York
– -$212K -1,110 Closed
SIM
2887
Stratos Investment Management
Ohio
– -$211K -1,105 Closed
SIC
2888
Shoker Investment Counsel
Ohio
– -$209K -1,101 Closed
IA
2889
IAM Advisory
Pennsylvania
– -$210K -1,099 Closed
VC
2890
Veery Capital
Delaware
– -$210K -1,098 Closed
LSC
2891
Lesa Sroufe & Co
Washington
– -$209K -1,095 Closed
NWM
2892
Northwest Wealth Management
Iowa
– -$209K -1,095 Closed
PIMG
2893
Patriot Investment Management Group
Tennessee
– -$209K -1,094 Closed
CFP
2894
Cypress Financial Planning
New Jersey
– -$209K -1,093 Closed
LWM
2895
LJI Wealth Management
Indiana
– -$208K -1,090 Closed
GL
2896
Gerber LLC
Ohio
– -$207K -1,086 Closed
AIC
2897
Argus Investors Counsel
New York
– -$207K -1,085 Closed
DA
2898
Doliver Advisors
Texas
– -$207K -1,084 Closed
SCM
2899
Spreng Capital Management
Ohio
– -$206K -1,081 Closed
PD
2900
Planning Directions
Pennsylvania
– -$206K -1,079 Closed
113 114 115
116
117

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.