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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 %
ECM
351
Estabrook Capital Management
New York
$13M -$61.7K -357 -0.5%
JHP
352
James Hambro & Partners
United Kingdom
$13M -$713K -4,121 -5%
BMCM
353
Bryn Mawr Capital Management
Pennsylvania
$13M +$1.74M +9,968 +16%
GIBU
354
Gulf International Bank (UK)
United Kingdom
$13M -$310K -1,792 -2%
EF
355
Empowered Funds
Pennsylvania
$12.9M +$2.3M +13,327 +22%
JC
356
Jacobs & Co
California
$12.8M +$124K +717 +1%
VPIM
357
Vanguard Personalized Indexing Management
California
$12.7M +$781K +4,578 +7%
SWIG
358
Strategic Wealth Investment Group
Kentucky
$12.7M +$12.7M +72,663 New
SRC
359
Shufro Rose & Co
New York
$12.7M +$1.98M +11,475 +19%
GCA
360
Greenwood Capital Associates
South Carolina
$12.6M +$1.12M +6,448 +10%
APF
361
Alaska Permanent Fund
Alaska
$12.6M -$189K -983 -1%
GHAM
362
Gilman Hill Asset Management
Connecticut
$12.6M +$112K +650 +0.9%
CIC
363
Canal Insurance Company
South Carolina
$12.6M – – –
OC
364
Oppenheimer & Co
New York
$12.6M +$24.2K +140 +0.2%
PFS
365
Prospera Financial Services
Texas
$12.6M +$4.04M +23,357 +47%
ETC
366
Exchange Traded Concepts
Oklahoma
$12.4M -$6.46M -37,373 -34%
DWM
367
Dakota Wealth Management
Florida
$12.4M -$6.42M -37,139 -34%
SWM
368
Stockman Wealth Management
Montana
$12.4M -$189K -1,095 -2%
MSRPS
369
Maryland State Retirement & Pension System
Maryland
$12.4M +$63.3K +366 +0.5%
Nordea Investment Management
370
Nordea Investment Management
Sweden
$12.3M +$747K +4,332 +6%
Bessemer Group
371
Bessemer Group
New Jersey
$12.3M -$21.4K -124 -0.2%
MSU
372
Mizuho Securities USA
New York
$12.2M +$12.2M +70,829 New
TWC
373
TD Waterhouse Canada
Ontario, Canada
$12.2M -$231K -1,319 -2%
KPWS
374
Kestra Private Wealth Services
Texas
$12.1M +$512K +2,958 +4%
HWM
375
HB Wealth Management
Georgia
$12M +$442K +2,554 +4%
13 14
15
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