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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 %
CCM
526
Coldstream Capital Management
Washington
$6.87M +$81.6K +472 +1%
SWP
527
Strategic Wealth Partners
Ohio
$6.86M +$203K +1,175 +3%
LNWTC
528
Laird Norton Wetherby Trust Company
Washington
$6.83M – – –
AIP
529
Ameritas Investment Partners
Nebraska
$6.82M +$74K +428 +1%
HCM
530
Hodges Capital Management
Texas
$6.81M +$3.26M +18,845 +92%
GCC
531
Game Creek Capital
Massachusetts
$6.78M +$3.14M +18,176 +86%
BAAM
532
Baker Avenue Asset Management
California
$6.77M +$782K +4,524 +13%
DWM
533
Dorchester Wealth Management
Quebec, Canada
$6.76M -$1.2M -6,910 -15%
RIM
534
Rakuten Investment Management
Japan
$6.68M +$2.48M +14,498 +59%
SMI
535
Shelter Mutual Insurance
Missouri
$6.66M – – –
SIC
536
SFE Investment Counsel
California
$6.65M +$287K +1,661 +5%
MIM
537
Montgomery Investment Management
Maryland
$6.6M – – –
MPM
538
Meritage Portfolio Management
Kansas
$6.58M -$114K -660 -2%
AW
539
Atlas Wealth
Ohio
$6.54M +$3.25M +18,507 +99%
RG
540
Rathbones Group
United Kingdom
$6.47M -$151K -873 -2%
WA
541
Waverly Advisors
Alabama
$6.45M +$1.22M +7,045 +23%
CS
542
Cannell & Spears
New York
$6.44M -$8.04M -46,487 -56%
PSP
543
Principal Street Partners
Tennessee
$6.44M -$75.8K -438 -1%
DAS
544
Dynamic Advisor Solutions
Arizona
$6.42M +$3.4M +19,669 +113%
GIM
545
Goelzer Investment Management
Indiana
$6.39M -$161K -929 -2%
LIM
546
Lathrop Investment Management
Arkansas
$6.37M -$971K -5,615 -13%
FTA
547
Financial & Tax Architects
Missouri
$6.37M +$436K +2,522 +7%
IF
548
Insight Folios
North Carolina
$6.35M +$124K +717 +2%
FMWA
549
Forvis Mazars Wealth Advisors
Missouri
$6.33M +$521K +3,011 +9%
RFM
550
Royal Fund Management
Florida
$6.31M +$91.2K +521 +1%
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