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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 %
CRIG
751
Charter Research & Investment Group
Connecticut
$3.45M -$17.5K -101 -0.5%
SFCL
752
Strengthening Families & Communities LLC
Massachusetts
$3.42M +$3.42M +19,749 New
LW
753
Linscomb Wealth
Texas
$3.39M -$4.79M -27,698 -59%
MWM
754
Modera Wealth Management
New Jersey
$3.37M +$35.5K +205 +1%
SA
755
Strategic Advisors
New York
$3.35M -$28.9K -167 -0.9%
CAM
756
Carret Asset Management
New York
$3.35M -$52.4K -303 -2%
ISL
757
Ingalls & Snyder LLC
New York
$3.34M -$160K -925 -5%
JWCA
758
J.W. Coons Advisors
Ohio
$3.34M -$71.3K -412 -2%
JWCA
759
J.W. Cole Advisors
Florida
$3.33M -$136K -787 -4%
DAS
760
Diversify Advisory Services
Utah
$3.3M -$997K -5,651 -23%
ST
761
Smithfield Trust
Pennsylvania
$3.3M -$18K -104 -0.5%
LWL
762
Leo Wealth LLC
Texas
$3.29M +$112K +649 +4%
RIA
763
Regal Investment Advisors
Michigan
$3.28M +$68K +393 +2%
PAS
764
Park Avenue Securities
New York
$3.27M -$229K -1,324 -7%
VCA
765
Verdence Capital Advisors
Maryland
$3.26M -$42K -243 -1%
NAM
766
NTV Asset Management
West Virginia
$3.25M +$110K +634 +3%
AIA
767
AIMZ Investment Advisors
California
$3.24M -$45.3K -262 -1%
AIMCA
768
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.23M -$380K -2,200 -11%
PCMK
769
Paragon Capital Management (Kansas)
Kansas
$3.23M -$29.9K -173 -0.9%
WIS
770
Wright Investors Service
Connecticut
$3.23M -$1M -5,787 -24%
GAM
771
Groupama Asset Management
France
$3.23M +$1.36M +7,839 +72%
BC
772
Burney Company
Virginia
$3.22M -$1.12M -6,462 -26%
NP
773
NorthRock Partners
Minnesota
$3.21M +$641K +3,705 +25%
GT
774
Greenleaf Trust
Michigan
$3.2M +$75.8K +438 +2%
NEWAS
775
N.E.W. Advisory Services
Wisconsin
$3.18M -$2.94K -17 -0.1%
29 30
31
32 33