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IBM
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
USCWA
351
U.S. Capital Wealth Advisors
Texas
$13M +$492K +2,834 +4%
ECM
352
Estabrook Capital Management
New York
$13M -$62K -357 -0.5%
JHP
353
James Hambro & Partners
United Kingdom
$13M -$716K -4,121 -5%
BMCM
354
Bryn Mawr Capital Management
Pennsylvania
$13M +$1.73M +9,968 +16%
GIBU
355
Gulf International Bank (UK)
United Kingdom
$12.9M -$311K -1,792 -2%
EF
356
Empowered Funds
Pennsylvania
$12.9M +$2.32M +13,327 +22%
JC
357
Jacobs & Co
California
$12.8M +$125K +717 +1%
VPIM
358
Vanguard Personalized Indexing Management
California
$12.7M +$795K +4,578 +7%
SWIG
359
Strategic Wealth Investment Group
Kentucky
$12.7M +$12.6M +72,663 New
SRC
360
Shufro Rose & Co
New York
$12.7M +$1.99M +11,475 +19%
GCA
361
Greenwood Capital Associates
South Carolina
$12.6M +$1.12M +6,448 +10%
APF
362
Alaska Permanent Fund
Alaska
$12.6M -$171K -983 -1%
GHAM
363
Gilman Hill Asset Management
Connecticut
$12.6M +$113K +650 +0.9%
CIC
364
Canal Insurance Company
South Carolina
$12.6M – – –
OC
365
Oppenheimer & Co
New York
$12.6M +$24.3K +140 +0.2%
PFS
366
Prospera Financial Services
Texas
$12.6M +$4.06M +23,357 +47%
ETC
367
Exchange Traded Concepts
Oklahoma
$12.4M -$6.49M -37,373 -34%
DWM
368
Dakota Wealth Management
Florida
$12.4M -$6.45M -37,139 -34%
SWM
369
Stockman Wealth Management
Montana
$12.4M -$190K -1,095 -2%
MSRPS
370
Maryland State Retirement & Pension System
Maryland
$12.4M +$63.6K +366 +0.5%
Nordea Investment Management
371
Nordea Investment Management
Sweden
$12.3M +$753K +4,332 +6%
Bessemer Group
372
Bessemer Group
New Jersey
$12.3M -$21.5K -124 -0.2%
MSU
373
Mizuho Securities USA
New York
$12.2M +$12.3M +70,829 New
TWC
374
TD Waterhouse Canada
Ontario, Canada
$12.2M -$229K -1,319 -2%
KPWS
375
Kestra Private Wealth Services
Texas
$12.1M +$514K +2,958 +4%
13 14
15
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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.