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IBM
IBM

Overview Fund Activity

2,911 hedge funds and large institutions have $123B invested in IBM in 2024 Q3 according to their latest regulatory filings, with 294 funds opening new positions, 1,125 increasing their positions, 1,090 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,911
Holders Change
+174
Holders Change %
+6.36%
% of All Funds
42.11%
Holding in Top 10
87
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+77.55%
% of All Funds
1.26%
New
294
Increased
1,125
Reduced
1,090
Closed
89
Calls
$4.17B
Puts
$2.75B
Net Calls
+$1.41B
Net Calls Change
+$840M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.68B
2
Holocene Advisors
Holocene Advisors
New York
$573M
3
BlackRock
BlackRock
New York
$17.1B
4
State Street
State Street
Massachusetts
$12.3B
5
Vanguard Group
Vanguard Group
Pennsylvania
$20B

Top Sellers

1
Amundi
Amundi
France
$1.87B
2
APG Asset Management
APG Asset Management
Netherlands
$0
3
SG Americas Securities
SG Americas Securities
New York
$29.7M
4
PCM
Penserra Capital Management
California
$7.59M
5
SFC
Strategic Financial Concepts
Texas
$658K
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
2976
Qsemble Capital Management
New York
– -$279K -1,616 Closed
MHS
2977
M Holdings Securities
Oregon
– -$252K -1,473 Closed
IDBONY
2978
Israel Discount Bank of New York
New York
– -$236K -1,367 Closed
MC
2979
Mathes Company
New York
– -$230K -1,332 Closed
SP
2980
Systematic Portfolios
New York
– -$223K -1,292 Closed
NCM
2981
Neumann Capital Management
California
– -$222K -1,286 Closed
LFG
2982
Lockerman Financial Group
California
– -$220K -1,273 Closed
MSA
2983
Marathon Strategic Advisors
Pennsylvania
– -$218K -1,262 Closed
CBFP
2984
Cedar Brook Financial Partners
Ohio
– -$212K -1,223 Closed
RFG
2985
RFP Financial Group
Georgia
– -$210K -1,217 Closed
LCC
2986
Lincoln Capital Corp
Rhode Island
– -$209K -1,210 Closed
1IA
2987
1834 Investment Advisors
Wisconsin
– -$209K -1,207 Closed
ADBIC
2988
A.D. Beadell Investment Counsel
Wisconsin
– -$207K -1,199 Closed
PWP
2989
Precedent Wealth Partners
Texas
– -$202K -1,166 Closed
FIA
2990
FNY Investment Advisers
New York
– -$174K -1,008 Closed
WIA
2991
Wetzel Investment Advisors
Indiana
– -$111K -580 Closed
NOI
2992
Newton One Investments
Delaware
– -$59.1K -342 Closed
TWP
2993
Triad Wealth Partners
Kansas
– -$57.4K -332 Closed
DMIC
2994
Dixon Mitchell Investment Counsel
British Columbia, Canada
– -$56.2K -325 Closed
SP
2995
SWS Partners
Ohio
– -$48.2K -278 Closed
KFS
2996
Kelly Financial Services
Massachusetts
– -$46K -266 Closed
CFM
2997
Catalyst Funds Management
Australia
– -$34.6K -200 Closed
BSC
2998
Brown Shipley & Co
United Kingdom
– -$28K -162 Closed
NMG
2999
New Millennium Group
Utah
– -$17.3K -100 Closed
TCCM
3000
Timber Creek Capital Management
Massachusetts
– -$5.19K -30 Closed
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