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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 %
MDCM
401
Morgan Dempsey Capital Management
Wisconsin
$10.7M -$296K -1,713 -3%
Nomura Holdings
402
Nomura Holdings
Japan
$10.7M +$9.7M +56,106 +953%
SIG
403
Sargent Investment Group
Maryland
$10.7M +$18.9K +109 +0.2%
AHC
404
Adell Harriman & Carpenter
Texas
$10.7M +$989K +5,717 +10%
KCM
405
Kanawha Capital Management
Virginia
$10.6M +$1.11M +6,405 +12%
FLPIM
406
F.L. Putnam Investment Management
Massachusetts
$10.6M -$324K -1,875 -3%
BMSSC
407
B. Metzler seel. Sohn & Co
Germany
$10.6M +$1.06M +6,104 +11%
UB
408
UMB Bank
Missouri
$10.5M -$4.84M -27,963 -32%
NC
409
NewSquare Capital
Pennsylvania
$10.4M +$617K +3,610 +6%
RIA
410
RPG Investment Advisory
California
$10.4M +$21.3K +123 +0.2%
GIM
411
Grassi Investment Management
California
$10.4M – – –
SWP
412
Stratos Wealth Partners
Ohio
$10.4M +$17.1K +99 +0.2%
FNT
413
First National Trust
Pennsylvania
$10.3M -$522K -3,019 -5%
GWM
414
Greenwich Wealth Management
Connecticut
$10.2M -$8.82K -51 -0.1%
Walleye Trading
415
Walleye Trading
New York
$10.2M +$9.86M +57,037 +2,723%
HIMCH
416
Hartford Investment Management Co (HIMCO)
Connecticut
$10.2M -$51.7K -299 -0.5%
Jones Financial Companies
417
Jones Financial Companies
Missouri
$10.2M +$6.85M +39,615 +207%
FFBTD
418
First Financial Bank - Trust Division
Ohio
$10.1M -$203K -1,171 -2%
PFM
419
Premier Fund Managers
United Kingdom
$10.1M +$2.39M +13,990 +31%
MCM
420
MAI Capital Management
Ohio
$10.1M +$1.57M +9,054 +18%
PWP
421
Principle Wealth Partners
Connecticut
$10M +$139K +805 +1%
MGP
422
Metis Global Partners
California
$9.99M +$990K +5,724 +11%
RFC
423
Regions Financial Corp
Alabama
$9.96M -$1.72M -9,957 -15%
OAC
424
OMERS Administration Corp
Ontario, Canada
$9.94M +$9.94M +57,472 New
CRC
425
Curi RMB Capital
Illinois
$9.89M +$86.3K +499 +0.9%
15 16
17
18 19