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IBM
IBM

Overview Fund Activity

2,738 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, 1,187 increasing their positions, 999 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,738
Holders Change
-49
Holders Change %
-1.76%
% of All Funds
39.82%
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
1,187
Reduced
999
Closed
163
Calls
$2.59B
Puts
$2.02B
Net Calls
+$571M
Net Calls Change
-$186M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$345M
2
UBS AM
UBS AM
Illinois
+$313M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$183M
4
Swedbank
Swedbank
Sweden
+$182M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$170M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$339M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$212M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$173M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$140M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
301
Janney Capital Management
Pennsylvania
$17.7M -$731K -4,226 -4%
WIC
302
Wilkins Investment Counsel
Massachusetts
$17.7M +$340K +1,968 +2%
VV
303
Verity & Verity
South Carolina
$17.7M +$457K +2,642 +3%
SOADOR
304
State of Alaska Department of Revenue
Alaska
$17.6M +$479K +2,770 +3%
CLOS
305
Compagnie Lombard Odier SCmA
Switzerland
$17.4M -$810K -4,685 -4%
TIAA Trust, National Association
306
TIAA Trust, National Association
North Carolina
$17.2M -$43.4K -251 -0.3%
SGK
307
Steigerwald Gordon & Koch
Virginia
$17.2M +$584K +3,375 +4%
IMRF
308
Illinois Municipal Retirement Fund
Illinois
$17M +$5.98M +34,563 +54%
SCM
309
Shelton Capital Management
Colorado
$17M +$1.76M +10,202 +12%
Westfield Capital Management
310
Westfield Capital Management
Massachusetts
$16.9M +$1.86M +10,774 +12%
GC
311
Gillson Capital
Illinois
$16.9M -$9.95M -57,502 -37%
PFP
312
Pinnacle Financial Partners
Tennessee
$16.8M +$2.46M +14,202 +17%
BRWA
313
B. Riley Wealth Advisors
Florida
$16.6M +$168K +970 +1%
AAS
314
Avantax Advisory Services
Texas
$16.5M +$6.96M +40,220 +73%
SFA
315
Sequoia Financial Advisors
Ohio
$16.4M +$1.53M +8,851 +10%
SF
316
Synovus Financial
Georgia
$16.2M +$594K +3,435 +4%
Wealthfront Advisers
317
Wealthfront Advisers
California
$16.2M +$204K +1,180 +1%
SPIA
318
Steward Partners Investment Advisory
New York
$16.1M +$668K +3,864 +4%
Northwestern Mutual Wealth Management
319
Northwestern Mutual Wealth Management
Wisconsin
$16.1M +$346K +2,001 +2%
EAM
320
Eagle Asset Management
Florida
$16M -$304K -1,738 -2%
SW
321
SteelPeak Wealth
California
$15.6M +$2.15M +12,407 +16%
BWP
322
Baldwin Wealth Partners
Massachusetts
$15.5M -$68.7K -397 -0.4%
WB
323
WesBanco Bank
West Virginia
$15.5M -$452K -2,613 -3%
BFS
324
Bradley Foster & Sargent
Connecticut
$15.3M +$470K +2,715 +3%
BFEC
325
Benjamin F. Edwards & Company
Missouri
$15.1M +$72.8K +421 +0.5%
11 12
13
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