2,787 hedge funds and large institutions have $104B invested in IBM in 2024 Q1 according to their latest regulatory filings, with 262 funds opening new positions, 1,099 increasing their positions, 1,089 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,787
Holders Change
+122
Holders Change %
+4.58%
% of All Funds
40.4%
Holding in Top 10
69
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.99%
% of All Funds
1%
New
262
Increased
1,099
Reduced
1,089
Closed
100
Calls
$3.73B
Puts
$2.97B
Net Calls
+$758M
Net Calls Change
+$437M
Name Holding Trade Value Shares
Change
Shares
Change %
SMI
526
Shelter Mutual Insurance
Missouri
$7.35M
RG
527
Rathbones Group
United Kingdom
$7.31M -$88.8K -465 -1%
MIM
528
Montgomery Investment Management
Maryland
$7.29M -$2.49M -13,033 -25%
IEFM
529
IQ EQ Fund Management
Ireland
$7.27M -$630K -3,300 -8%
GIM
530
Goelzer Investment Management
Indiana
$7.23M -$134K -702 -2%
TA
531
Tectonic Advisors
Texas
$7.17M +$75.4K +395 +1%
LNC
532
Lincoln National Corp
Pennsylvania
$7.12M +$467K +2,443 +7%
CIM
533
Chiron Investment Management
New York
$7.11M -$1.5M -7,866 -17%
RBC
534
Romano Brothers & Co
Illinois
$7.08M +$955 +5 +0%
MLICM
535
Metropolitan Life Insurance Company (MetLife)
New York
$7.05M -$50.2K -263 -0.7%
CAM
536
Columbia Asset Management
Michigan
$7.05M
SIC
537
SFE Investment Counsel
California
$7.02M +$621K +3,251 +10%
IC
538
IEQ Capital
California
$7M +$623K +3,260 +10%
PSP
539
Principal Street Partners
Tennessee
$6.97M +$133K +721 +2%
BCM
540
Barometer Capital Management
Ontario, Canada
$6.94M -$286K -1,719 -4%
XF
541
XML Financial
Maryland
$6.93M -$1.09M -5,733 -14%
CL
542
Choreo LLC
Illinois
$6.89M -$115K -601 -2%
IF
543
Insight Folios
North Carolina
$6.87M -$1.64M -8,598 -19%
ATIA
544
American Trust Investment Advisors
New Hampshire
$6.84M -$114K -598 -2%
RFM
545
Royal Fund Management
Florida
$6.79M +$298K +1,558 +5%
BFG
546
Berger Financial Group
Minnesota
$6.73M -$579K -3,034 -8%
FM
547
Foster & Motley
Ohio
$6.73M +$193K +1,009 +3%
WG
548
Winton Group
United Kingdom
$6.72M -$879K -4,602 -12%
AssetMark Inc
549
AssetMark Inc
California
$6.65M +$320K +1,678 +5%
BAAM
550
Baker Avenue Asset Management
California
$6.61M +$1.11M +5,812 +20%