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IBM

2,754 hedge funds and large institutions have $95B invested in IBM in 2024 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 1,192 increasing their positions, 1,005 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $2.59B | Put options by funds: $2.02B

19% more repeat investments, than reductions

Existing positions increased: 1,192 | Existing positions reduced: 1,005

0.28% more ownership

Funds ownership: 59.56% → 59.84% (+0.28%)

7% less first-time investments, than exits

New positions opened: 153 | Existing positions closed: 164

2% less funds holding

Funds holding: 2,802 → 2,754 (-48)

9% less capital invested

Capital invested by funds: $104B → $95B (-$9.02B)

29% less funds holding in top 10

Funds holding in top 10: 69 → 49 (-20)

Holders
2,754
Holders Change
-48
Holders Change %
-1.71%
% of All Funds
39.77%
Holding in Top 10
49
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-28.99%
% of All Funds
0.71%
New
153
Increased
1,192
Reduced
1,005
Closed
164
Calls
$2.59B
Puts
$2.02B
Net Calls
+$571M
Net Calls Change
-$186M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$347M
2
UBS AM
UBS AM
Illinois
+$314M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$184M
4
Swedbank
Swedbank
Sweden
+$183M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$171M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$340M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$213M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$174M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$141M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$106M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
51
Citigroup
New York
$221M +$30.5M +175,520 +16%
DekaBank Deutsche Girozentrale
52
DekaBank Deutsche Girozentrale
Germany
$215M -$17.8M -102,499 -8%
Canada Life
53
Canada Life
Manitoba, Canada
$214M +$28.9M +166,044 +16%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$211M -$1.37M -7,865 -0.6%
AQR Capital Management
55
AQR Capital Management
Connecticut
$210M +$456K +2,624 +0.2%
LPL Financial
56
LPL Financial
California
$208M +$17.3M +99,636 +9%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$204M -$1.76M -10,116 -0.8%
Prudential Financial
58
Prudential Financial
New Jersey
$197M -$53.7M -309,148 -21%
Swedbank
59
Swedbank
Sweden
$182M +$183M +1,054,083 New
Principal Financial Group
60
Principal Financial Group
Iowa
$181M -$3.19M -18,340 -2%
AllianceBernstein
61
AllianceBernstein
Tennessee
$177M -$106M -610,015 -37%
WIM
62
Waverton Investment Management
United Kingdom
$171M +$6.6M +37,983 +4%
Robeco Institutional Asset Management
63
Robeco Institutional Asset Management
Netherlands
$164M -$32.1M -184,885 -16%
APG Asset Management
64
APG Asset Management
Netherlands
$157M -$84.6M -487,093 -33%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$156M -$15.5M -89,187 -9%
UE
66
Unisphere Establishment
Liechtenstein
$156M -$46M -265,000 -23%
EIP
67
Epoch Investment Partners
New York
$154M -$7M -40,281 -4%
Adage Capital Partners
68
Adage Capital Partners
Massachusetts
$152M -$3.82M -22,000 -2%
National Bank of Canada
69
National Bank of Canada
Quebec, Canada
$149M -$12.4M -71,192 -8%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$148M -$3.22M -18,546 -2%
BGIM
71
Brandywine Global Investment Management
Pennsylvania
$144M +$40.4M +232,653 +39%
Schroder Investment Management Group
72
Schroder Investment Management Group
United Kingdom
$144M -$14M -80,751 -9%
SG Americas Securities
73
SG Americas Securities
New York
$143M +$96.1M +553,030 +203%
Mitsubishi UFJ Trust & Banking
74
Mitsubishi UFJ Trust & Banking
Japan
$142M +$3.81M +21,929 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
75
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$141M -$48.4M -278,316 -25%
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IBM Hedge Fund Activity: Q2 2024 in Review

2,754 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q2 2024, worth a combined $95B — down 8.7% from $104B a quarter earlier.

Sellers outnumbered buyers: 164 funds closed out of IBM and 153 opened new positions — a net loss of 11 holders — while 1,005 trimmed existing stakes and 1,192 added.

The largest buyer was Capital World Investors, adding an estimated $347M. The largest seller was Arrowstreet Capital, cutting an estimated $340M.

  • 2,754 institutional investors held IBM (IBM) as of Q2 2024, down from 2,802 in Q1 2024.
  • Funds reported $95B of IBM stock for Q2 2024, down 8.7% quarter-over-quarter.
  • 153 funds opened new IBM positions in Q2 2024 and 164 closed out, a net change of -11 holders.
  • The largest IBM buyer in Q2 2024 was Capital World Investors, an estimated $347M added.
  • The largest IBM seller in Q2 2024 was Arrowstreet Capital, an estimated $340M sold.

Based on aggregated 13F filings for Q2 2024.