IBM icon

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 %
IAN
576
Integrated Advisors Network
Texas
$5.75M -$2.08M -12,043 -27%
SA
577
SpiderRock Advisors
Delaware
$5.73M -$944K -5,459 -14%
FB
578
Fulton Bank
Pennsylvania
$5.73M -$171K -989 -3%
AFA
579
Abacus FCF Advisors
Florida
$5.73M +$76.8K +444 +1%
EFMC
580
Empire Financial Management Company
New York
$5.73M +$739K +4,272 +15%
FC
581
FORA Capital
Florida
$5.72M +$5.72M +33,082 New
PAG
582
Private Advisory Group
Washington
$5.71M +$577K +3,336 +11%
CANY
583
Caxton Associates (New York)
New York
$5.62M +$5.62M +32,500 New
SPG
584
Strategic Planning Group
Utah
$5.62M +$1.63M +9,401 +41%
MIF
585
Mediolanum International Funds
Ireland
$5.6M +$1.17M +7,323 +26%
CIA
586
Concurrent Investment Advisors
Florida
$5.59M +$627K +3,625 +13%
MSAM
587
Moloney Securities Asset Management
Missouri
$5.58M +$886K +5,122 +19%
NEAM
588
New England Asset Management
Connecticut
$5.57M -$123K -710 -2%
TFA
589
Toth Financial Advisory
Virginia
$5.56M -$278K -1,609 -5%
SC
590
Searle & Co
Connecticut
$5.55M +$1.71M +9,906 +45%
GF
591
Gabelli Funds
New York
$5.54M -$15.6K -90 -0.3%
SIG
592
Stonegate Investment Group
Alabama
$5.54M -$215K -1,244 -4%
PWM
593
Perigon Wealth Management
California
$5.52M +$1.85M +10,676 +50%
CNBT
594
Canandaigua National Bank & Trust
New York
$5.52M +$8.3K +48 +0.2%
RB
595
Rodgers Brothers
Pennsylvania
$5.51M -$8.13K -47 -0.1%
SFS
596
Sowell Financial Services
Arkansas
$5.48M -$53.3K -308 -1%
EWA
597
EP Wealth Advisors
California
$5.44M +$555K +3,208 +11%
AAM
598
AR Asset Management
California
$5.44M – – –
KFP
599
KMG Fiduciary Partners
Ohio
$5.4M +$209K +1,211 +4%
1SB
600
1ST Source Bank
Indiana
$5.37M +$22.5K +130 +0.4%
22 23
24
25 26