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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
WDL
2901
Well Done LLC
Michigan
– -$205K -1,072 Closed
CD
2902
Chapin Davis
Maryland
– -$205K -1,071 Closed
PAG
2903
Powers Advisory Group
Illinois
– -$204K -1,066 Closed
RC
2904
Rovin Capital
Arizona
– -$203K -1,064 Closed
LP
2905
LGL Partners
Pennsylvania
– -$202K -1,057 Closed
JFL
2906
Jarislowsky, Fraser Ltd
Quebec, Canada
– -$201K -1,050 Closed
LFA
2907
LGT Financial Advisors
Texas
– -$191K -1,000 Closed
FFWA
2908
FRG Family Wealth Advisors
Washington
– -$163K -978 Closed
IWA
2909
Icon Wealth Advisors
Texas
– -$179K -936 Closed
FIM
2910
Fernwood Investment Management
Massachusetts
– -$142K -741 Closed
NIC
2911
Northwest Investment Counselors
Oregon
– -$136K -712 Closed
NCTC
2912
New Covenant Trust Company
Indiana
– -$125K -657 Closed
GFL
2913
Granite FO LLC
New Hampshire
– -$84.9K -428 Closed
SPM
2914
Symmetry Peak Management
Pennsylvania
– -$74.5K -390 Closed
FSWA
2915
Financial Synergies Wealth Advisors
Texas
– -$37.9K -198 Closed
SWS
2916
SYSTM Wealth Solutions
Illinois
– -$35.5K -186 Closed
LD
2917
Lipe & Dalton
New York
– -$19K -100 Closed
MAM
2918
MMA Asset Management
Pennsylvania
– -$17K -89 Closed
MUMSS
2919
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$7.07K -37 Closed
FGAM
2920
Financial Gravity Asset Management
Texas
– -$703 -3 Closed
TWP
2921
TFO Wealth Partners
Ohio
– -$573 -3 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.