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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 %
WB
901
Webster Bank
Connecticut
$2.49M +$1.29M +7,471 +108%
VNA
902
Valley National Advisers
Pennsylvania
$2.49M +$1.92M +11,122 +340%
KP
903
Keel Point
Alabama
$2.49M -$142K -745 -5%
MS
904
Madden Securities
Texas
$2.49M +$2.49M +14,375 New
SIAG
905
Signet Investment Advisory Group
Rhode Island
$2.47M -$25.9K -150 -1%
CA
906
Cornerstone Advisors
North Carolina
$2.47M – – –
CAL
907
Capital Analysts LLC
Pennsylvania
$2.47M +$23.9K +138 +1%
AWAU
908
Alliance Wealth Advisors (Utah)
Utah
$2.46M +$17.1K +99 +0.7%
PCC
909
Park Circle Company
Maryland
$2.46M – – –
HVIA
910
Hudson Valley Investment Advisors
New York
$2.43M +$58.8K +365 +2%
LAM
911
Lynch Asset Management
Pennsylvania
$2.43M – – –
WE
912
Wealth Effects
Massachusetts
$2.42M -$23.3K -135 -1%
LIM
913
Leavell Investment Management
Alabama
$2.42M +$224K +1,293 +10%
EM
914
Excalibur Management
Massachusetts
$2.41M +$114K +659 +5%
CCM
915
Chilton Capital Management
Texas
$2.41M +$164K +950 +7%
KA
916
Kovack Advisors
Florida
$2.39M +$898K +5,190 +60%
CIA
917
Choate Investment Advisors
Massachusetts
$2.39M +$373K +2,154 +18%
CIA
918
Cladis Investment Advisory
Montana
$2.39M -$7.78K -45 -0.3%
SWM
919
Spire Wealth Management
Virginia
$2.39M -$312K -1,804 -12%
JAM
920
Jupiter Asset Management
United Kingdom
$2.36M -$536K -3,098 -19%
PIM
921
Plato Investment Management
Australia
$2.36M – – –
LWCFA
922
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.33M +$90.7K +488 +4%
CA
923
Corrado Advisors
New Jersey
$2.33M -$108K -624 -4%
VFA
924
Valeo Financial Advisors
Indiana
$2.33M +$48.9K +283 +2%
VDI
925
Vaughan David Investments
Illinois
$2.32M +$64K +370 +3%
35 36
37
38 39