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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
FMLI
276
Fukoku Mutual Life Insurance
Japan
$20.3M +$288K +1,655 +1%
CFIA
277
Cantor Fitzgerald Investment Advisors
New York
$20.2M -$4.65M -26,764 -19%
LCS
278
Levin Capital Strategies
New York
$20.1M +$1.94M +11,190 +11%
MOACM
279
Mutual of America Capital Management
New York
$20M -$717K -4,125 -3%
LCM
280
Logan Capital Management
Pennsylvania
$20M -$169K -974 -0.8%
ACIM
281
Azimuth Capital Investment Management
Michigan
$19.8M -$1.68M -9,641 -8%
ATC
282
Argent Trust Co
Tennessee
$19.7M +$837K +4,819 +4%
PCM
283
Parsons Capital Management
Rhode Island
$19.7M -$65.5K -377 -0.3%
AWM
284
AE Wealth Management
Kansas
$19.6M -$358K -2,060 -2%
First Manhattan
285
First Manhattan
New York
$19.6M +$344K +1,982 +2%
SIMG
286
Sonora Investment Management Group
Arizona
$19.5M – – –
DWP
287
Daymark Wealth Partners
Ohio
$19.4M +$5.38M +30,969 +17%
RMCM
288
Reynders McVeigh Capital Management
Massachusetts
$19.3M +$1.56M +8,981 +9%
Pathstone Holdings
289
Pathstone Holdings
New Jersey
$19.3M +$158K +910 +0.8%
NA
290
NewEdge Advisors
Louisiana
$18.6M +$4.41M +25,401 +31%
ASC
291
Atalanta Sosnoff Capital
New York
$18.5M +$2.25M +12,940 +14%
CDH
292
Charles D. Hyman
$18.5M -$230K -1,324 -1%
LA
293
LBP AM
France
$18.4M +$641K +3,691 +4%
SC
294
Scotia Capital
Ontario, Canada
$18.4M +$3.75M +21,597 +25%
SIS
295
Sound Income Strategies
Florida
$18.2M +$668K +3,843 +4%
CB
296
Community Bank
New York
$18.2M +$121K +695 +0.7%
MYAM
297
Meiji Yasuda Asset Management
Japan
$18.1M +$857K +4,935 +5%
SCM
298
SKBA Capital Management
California
$18M +$1.43M +8,250 +9%
PAM
299
Palisade Asset Management
Minnesota
$17.9M -$659K -3,790 -4%
KB
300
Kimelman & Baird
New York
$17.8M +$17.9M +103,184 New
10 11
12
13 14

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.