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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 %
KRS
376
Kentucky Retirement Systems
Kentucky
$12M -$46K -266 -0.4%
SCA
377
Snowden Capital Advisors
New York
$11.9M +$392K +2,266 +3%
FSA
378
Franklin Street Advisors
North Carolina
$11.9M +$153K +887 +1%
Lido Advisors
379
Lido Advisors
California
$11.9M +$1.05M +6,051 +10%
AP
380
Americana Partners
Texas
$11.8M +$1.18M +6,836 +11%
SI
381
Stephens Inc
Arkansas
$11.7M -$418K -2,417 -3%
CM
382
Churchill Management
California
$11.7M -$355K -2,053 -3%
ST
383
Sabal Trust
Florida
$11.7M +$11.2M +64,694 +2,351%
TCA
384
Transcend Capital Advisors
New Jersey
$11.6M +$785K +4,538 +7%
JMFC
385
J.M. Forbes & Co
Massachusetts
$11.6M +$150K +865 +1%
WPC
386
Waters Parkerson & Co
Louisiana
$11.6M -$55.5K -321 -0.5%
CIA
387
Capital Investment Advisors
Georgia
$11.6M +$366K +2,114 +3%
RCYC
388
Richard C. Young & Co
Rhode Island
$11.3M +$55K +318 +0.5%
MPM
389
MBB Public Markets
Illinois
$11.3M +$10.6M +61,228 +1,529%
FCI
390
Financial Counselors Inc
Kansas
$11.3M +$650K +3,760 +6%
BF
391
BOK Financial
Oklahoma
$11.3M -$126K -730 -1%
AG
392
Advocate Group
Minnesota
$11.3M -$255K -1,476 -2%
WF
393
Welch & Forbes
Massachusetts
$11.2M -$188K -1,068 -2%
WS
394
Wedbush Securities
California
$11.2M +$469K +2,711 +4%
BFA
395
Bragg Financial Advisors
North Carolina
$11.1M +$256K +1,482 +2%
Kovitz Investment Group Partners
396
Kovitz Investment Group Partners
Illinois
$11.1M +$2.57M +14,884 +30%
JFG
397
Jefferies Financial Group
New York
$11M +$8.21M +47,475 +295%
FDCDDQ
398
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.9M +$3.36M +19,423 +44%
TI
399
Trexquant Investment
Connecticut
$10.8M +$8.16M +47,187 +312%
IMPI
400
Ilmarinen Mutual Pension Insurance
Finland
$10.8M – – –
14 15
16
17 18