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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 %
LC
626
Legacy CG
Texas
$4.93M +$4.93M +28,503 New
Luther King Capital Management (LKCM)
627
Luther King Capital Management (LKCM)
Texas
$4.87M -$611K -3,533 -11%
CPA
628
Capital Planning Advisors
California
$4.85M +$211K +1,222 +5%
ISB
629
Iowa State Bank
Iowa
$4.83M +$48.4K +280 +1%
FCA
630
FLC Capital Advisors
California
$4.83M -$12.1K -70 -0.3%
FTDI
631
First Trust Direct Indexing
Massachusetts
$4.82M +$604K +3,494 +14%
HKIM
632
Hayek Kallen Investment Management
Alabama
$4.81M +$88.7K +513 +2%
WTC
633
WhitTier Trust Company
Nevada
$4.81M -$256K -1,483 -5%
TW
634
Trajan Wealth
Arizona
$4.76M +$5.71K +33 +0.1%
UOC
635
UBS O'Connor
Illinois
$4.76M +$4.76M +27,500 New
CIP
636
Chartwell Investment Partners
Pennsylvania
$4.71M -$60K -347 -1%
HIC
637
Holderness Investments Company
North Carolina
$4.7M +$555K +3,209 +13%
HI
638
Horizon Investments
North Carolina
$4.7M -$46.1K -269 -1%
VRM
639
Vectors Research Management
New York
$4.69M -$201K -1,161 -4%
RMC
640
Resources Management Corp
Connecticut
$4.65M +$120K +692 +3%
ACM
641
Altrius Capital Management
North Carolina
$4.65M +$140K +812 +3%
JCM
642
Jacobi Capital Management
Pennsylvania
$4.63M +$63.5K +367 +1%
VST
643
Van Strum & Towne
California
$4.63M +$29.4K +170 +0.6%
SVWAG
644
Sound View Wealth Advisors Group
Georgia
$4.62M +$77.5K +448 +2%
IIC
645
Ironwood Investment Counsel
Arizona
$4.6M -$246K -1,424 -5%
PWLP
646
Prio Wealth Limited Partnership
Massachusetts
$4.59M -$509K -2,945 -10%
SC
647
SouthState Corp
Florida
$4.58M +$89.9K +520 +2%
PCG
648
Prosperity Consulting Group
Maryland
$4.58M -$776K -4,488 -14%
NC
649
NovaPoint Capital
Georgia
$4.57M +$84.9K +491 +2%
KC
650
Kinloch Capital
Virginia
$4.53M -$69.2K -400 -2%
24 25
26
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