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 %
FMII
601
Farmers & Merchants Investments Inc
Nebraska
$5.35M +$112K +645 +2%
BFS
602
Bard Financial Services
Connecticut
$5.34M – – –
BFG
603
Bleakley Financial Group
New Jersey
$5.32M -$297K -1,719 -5%
SA
604
Shilanski & Associates
Alaska
$5.32M +$34.8K +201 +0.7%
EF
605
Empirical Finance
Pennsylvania
$5.31M -$349K -2,018 -6%
HC
606
Hourglass Capital
Texas
$5.28M +$20.8K +120 +0.4%
MMM
607
Mendel Money Management
Illinois
$5.27M -$123K -710 -2%
GCM
608
Garland Capital Management
Washington
$5.2M -$111K -642 -2%
KRSITF
609
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.12M -$98.1K -567 -2%
BE
610
Bonness Enterprises
District of Columbia
$5.11M – – –
ADL
611
Asset Dedication LLC
California
$5.11M +$468K +2,704 +10%
CSPIA
612
Cary Street Partners Investment Advisory
Virginia
$5.11M +$176K +1,017 +4%
HWAM
613
Hennion & Walsh Asset Management
New Jersey
$5.09M +$443K +2,564 +10%
WP
614
WealthPLAN Partners
Nebraska
$5.06M -$155K -895 -3%
NMIMC
615
Northwestern Mutual Investment Management Company
Wisconsin
$5.06M +$34.2K +198 +0.7%
BSW
616
Buckingham Strategic Wealth
Missouri
$5.05M +$146K +847 +3%
GIA
617
Gladstone Institutional Advisory
Florida
$5.03M -$226K -1,307 -4%
RAM
618
Riggs Asset Management
Pennsylvania
$5.02M -$145K -836 -3%
FMI
619
Factory Mutual Insurance
Massachusetts
$4.98M – – –
AGC
620
Aspen Grove Capital
Colorado
$4.97M +$1.04K +6 +0%
TCM
621
Tufton Capital Management
Maryland
$4.97M – – –
FIA
622
Foundations Investment Advisors
Arizona
$4.96M +$129K +748 +3%
PA
623
Parallel Advisors
California
$4.95M +$293K +1,694 +6%
LJHT
624
Laurie J. Hall Trustee
$4.95M +$48.9K +283 +1%
P
625
&Partners
Tennessee
$4.93M +$2.05M +11,854 +71%
23 24
25
26 27