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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 %
TFM
951
TFC Financial Management
Massachusetts
$2.21M -$46K -266 -2%
SF
952
Slagle Financial
Illinois
$2.21M +$107K +618 +5%
ECM
953
Evergreen Capital Management
Washington
$2.19M +$306K +1,768 +16%
EL
954
Essex LLC
Illinois
$2.19M -$2.25K -13 -0.1%
FWM
955
Forza Wealth Management
Florida
$2.19M – – –
SLI
956
Sumitomo Life Insurance
Japan
$2.18M -$284K -1,643 -12%
BMWM
957
Brown Miller Wealth Management
Virginia
$2.18M -$27K -156 -1%
PCMF
958
Private Capital Management (Florida)
Florida
$2.18M – – –
CC
959
Cypress Capital
Tennessee
$2.16M +$28.4K +164 +1%
IB
960
Intrust Bank
Kansas
$2.16M +$3.29K +19 +0.2%
ONB
961
Old National Bancorp
Indiana
$2.16M -$580K -3,354 -21%
HI
962
Hudock Inc
Pennsylvania
$2.15M -$17.8K -103 -0.8%
BIM
963
Bridges Investment Management
Nebraska
$2.15M +$681K +3,936 +46%
AG
964
Ascent Group
Virginia
$2.13M -$573K -3,314 -21%
CWM
965
Congress Wealth Management
Massachusetts
$2.12M +$22.3K +129 +1%
Impax Asset Management Group
966
Impax Asset Management Group
United Kingdom
$2.11M – – –
NS
967
NBC Securities
Alabama
$2.09M +$98.7K +571 +5%
CANC
968
Culbertson A N & Co
Virginia
$2.09M -$38.9K -225 -2%
ORG
969
Optimist Retirement Group
Washington
$2.08M -$90.1K -521 -4%
CAG
970
Csenge Advisory Group
Florida
$2.08M -$52.4K -303 -2%
ORC
971
O'Rourke & Company
Massachusetts
$2.08M +$3.63K +21 +0.2%
GC
972
Gratus Capital
Georgia
$2.08M +$152K +877 +8%
PS
973
Pensionfund Sabic
Netherlands
$2.08M – – –
AAIS
974
ABN AMRO Investment Solutions
$2.07M +$1.01M +5,849 +96%
LF
975
Lantz Financial
Illinois
$2.06M +$18.5K +107 +0.9%
37 38
39
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