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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 %
IWA
501
IBEX Wealth Advisors
New Jersey
$7.33M +$2.42M +13,986 +49%
WAM
502
Winslow Asset Management
Ohio
$7.31M +$346K +2,003 +5%
TA
503
Tectonic Advisors
Texas
$7.28M +$792K +4,577 +12%
CA
504
Clearstead Advisors
Ohio
$7.28M +$4.54M +26,267 +166%
IIM
505
Intact Investment Management
Quebec, Canada
$7.23M -$3.2M -18,500 -31%
IEFM
506
IQ EQ Fund Management
Ireland
$7.22M +$640K +3,700 +10%
CCM
507
Channing Capital Management
Illinois
$7.22M +$3.42M +19,754 +90%
MCM
508
Marathon Capital Management
Maryland
$7.22M -$20.6K -119 -0.3%
UM
509
UniSuper Management
Australia
$7.19M +$4.18M +24,186 +139%
AC
510
Addenda Capital
Quebec, Canada
$7.17M -$1.21K -7 -0%
SFI
511
Susquehanna Fundamental Investments
Pennsylvania
$7.16M +$7.16M +41,400 New
NRS
512
Neville Rodie & Shaw
New York
$7.15M +$2.05M +11,874 +40%
WT
513
Whittier Trust
California
$7.15M -$719K -4,160 -9%
MS
514
Maven Securities
Jersey
$7.14M +$256K +1,482 +4%
PGA
515
Portland Global Advisors
Maine
$7.13M +$267K +1,545 +4%
WIM
516
WealthPlan Investment Management
Nebraska
$7.09M -$233K -1,347 -3%
N
517
Natixis
France
$7.05M -$39.2M -226,739 -85%
AMG
518
Advisors Management Group
Wisconsin
$6.98M -$1.2M -6,922 -15%
CCIA
519
Cherry Creek Investment Advisors
Colorado
$6.97M -$87.9K -508 -1%
IC
520
IEQ Capital
California
$6.97M +$623K +3,600 +10%
SW
521
Simplicity Wealth
New Jersey
$6.96M -$332K -1,920 -5%
FDDB
522
Fidelity D&D Bancorp
Pennsylvania
$6.92M – – –
BHWA
523
Beacon Harbor Wealth Advisors
Virginia
$6.91M +$94.6K +547 +1%
ClearBridge Investments
524
ClearBridge Investments
New York
$6.88M -$875K -5,062 -11%
TAIM
525
Te Ahumairangi Investment Management
New Zealand
$6.87M -$310K -1,790 -4%
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