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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 %
MA
776
Montag & Associates
Georgia
$3.18M +$15.6K +90 +0.5%
SFG
777
SevenBridge Financial Group
Pennsylvania
$3.17M +$32.7K +175 +1%
ABC
778
Associated Banc-Corp
Wisconsin
$3.16M -$82.5K -477 -3%
LNWWM
779
Laird Norton Wetherby Wealth Management
California
$3.16M +$45.8K +265 +1%
EF
780
Exeter Financial
Arizona
$3.16M +$22.1K +128 +0.7%
WSCM
781
Wellington Shields Capital Management
New York
$3.15M – – –
MWM
782
Moran Wealth Management
Florida
$3.15M +$98.4K +569 +3%
TCOT
783
Trust Company of Toledo
Ohio
$3.15M +$219K +1,268 +7%
MP
784
McDonald Partners
Ohio
$3.14M +$19.2K +111 +0.6%
HTC
785
Haverford Trust Company
Pennsylvania
$3.14M +$1.1M +6,367 +54%
MGIA
786
Moneta Group Investment Advisors
Missouri
$3.13M -$87.3K -505 -3%
CWM
787
C2C Wealth Management
Arizona
$3.12M – – –
DBIA
788
Dumont & Blake Investment Advisors
New Jersey
$3.11M +$1.55M +8,934 +99%
SCM
789
Sage Capital Management
New Jersey
$3.1M +$23.2K +134 +0.8%
TPCW
790
TD Private Client Wealth
New York
$3.1M +$257K +1,487 +9%
AIS
791
American Investment Services
Massachusetts
$3.09M +$476K +2,755 +18%
CIAS
792
CFS Investment Advisory Services
New Jersey
$3.09M +$3.09M +17,876 New
PI
793
Pettee Investors
Connecticut
$3.09M -$342K -1,975 -10%
DWA
794
Douglass Winthrop Advisors
New York
$3.09M -$131K -755 -4%
NFG
795
Nations Financial Group
Iowa
$3.08M +$266K +1,540 +9%
BJL
796
Brighton Jones LLC
Washington
$3.07M +$45K +260 +1%
ECM
797
EagleClaw Capital Management
Massachusetts
$3.07M – – –
BCM
798
Brookstone Capital Management
Illinois
$3.06M -$347K -1,849 -10%
DF
799
Donoghue Forlines
Massachusetts
$3.06M +$152K +876 +5%
CIA
800
Citadel Investment Advisory
Ohio
$3.06M – – –
30 31
32
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