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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 %
EWM
451
Evercore Wealth Management
New York
$8.77M +$337K +1,948 +4%
Envestnet Portfolio Solutions
452
Envestnet Portfolio Solutions
Illinois
$8.77M -$637K -3,685 -7%
RPI
453
Railway Pension Investments
United Kingdom
$8.75M -$13.3M -76,800 -60%
TRCT
454
Tower Research Capital (TRC)
New York
$8.75M -$3.09M -17,876 -26%
RJT
455
Raymond James Trust
Florida
$8.67M -$27.5K -159 -0.3%
CG
456
Cynosure Group
Utah
$8.65M -$5.53K -32 -0.1%
SCM
457
Schnieders Capital Management
California
$8.65M +$197K +1,140 +2%
GLA
458
Great Lakes Advisors
Illinois
$8.58M +$476K +2,750 +6%
EFS
459
Essex Financial Services
Connecticut
$8.55M +$2.64M +13,697 +45%
SBWIC
460
Schaper Benz & Wise Investment Counsel
Wisconsin
$8.52M -$130K -750 -2%
OAM
461
Ostrum Asset Management
France
$8.5M -$386K -2,231 -4%
LA
462
Lynch & Associates
Indiana
$8.45M +$412K +2,381 +5%
FTC
463
Farmers Trust Company
Ohio
$8.41M -$102K -587 -1%
CL
464
Choreo LLC
Illinois
$8.39M +$2.07M +11,837 +33%
AWM
465
Apollon Wealth Management
South Carolina
$8.35M +$28.9K +167 +0.3%
CIC
466
Cutler Investment Counsel
Oregon
$8.29M +$20.8K +120 +0.3%
CC
467
Courier Capital
New York
$8.27M -$5.19K -30 -0.1%
MGP
468
M&G plc
United Kingdom
$8.27M -$6.52M -37,715 -44%
CCM
469
Cohen Capital Management
California
$8.26M +$17.3K +100 +0.2%
NIA
470
NIA Impact Advisors
California
$8.25M -$322K -1,860 -4%
BCI
471
Brinker Capital Investments
Pennsylvania
$8.21M -$185K -1,068 -2%
OPS
472
Orion Portfolio Solutions
Nebraska
$8.21M -$185K -1,068 -2%
GIA
473
Guyasuta Investment Advisors
Pennsylvania
$8.16M -$27.3K -167 -0.3%
UCFA
474
United Capital Financial Advisors
Texas
$8.12M -$4.16M -24,055 -34%
PI
475
PFG Investments
New York
$8.07M +$447K +2,586 +6%
17 18
19
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