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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 %
PWG
976
Portside Wealth Group
Utah
$2.06M -$81.1K -469 -4%
GFA
977
Gifford Fong Associates
California
$2.06M – – –
VAS
978
Valicenti Advisory Services
New York
$2.06M +$41.5K +240 +2%
T
979
TOBAM
France
$2.04M +$1.18M +6,807 +136%
PTC
980
Private Trust Company
Ohio
$2.04M -$130K -752 -6%
DWM
981
Diversify Wealth Management
Utah
$2.04M +$2.04M +11,130 New
ZIG
982
Zuckerman Investment Group
Illinois
$2.03M -$17.3K -100 -0.8%
PWS
983
Peloton Wealth Strategists
Indiana
$2.03M -$2.25K -13 -0.1%
FFS
984
Founders Financial Securities
Maryland
$2.03M +$189K +1,091 +10%
CIA
985
Compass Ion Advisors
Pennsylvania
$2.03M – – –
GSEP
986
Golden State Equity Partners
California
$2.03M +$2.03M +11,729 New
AFG
987
Allegheny Financial Group
Pennsylvania
$2.03M +$107K +616 +6%
CSPAM
988
Cary Street Partners Asset Management
Virginia
$2.02M +$23.3K +135 +1%
MA
989
MONECO Advisors
Connecticut
$2.02M +$32K +185 +2%
AWM
990
Aries Wealth Management
Maine
$2.01M – – –
DMBA
991
Deseret Mutual Benefit Administrators
Utah
$2.01M -$390K -2,255 -16%
NHC
992
Nicholas Hoffman & Company
Georgia
$2M +$86.6K +501 +5%
BCA
993
Bay Colony Advisors
Massachusetts
$2M -$173 -1 -0%
Los Angeles Capital Management
994
Los Angeles Capital Management
California
$1.99M -$33.4M -193,184 -94%
OIAM
995
OFI Invest Asset Management
France
$1.99M -$2.53M -15,648 -56%
GL
996
Graypoint LLC
New York
$1.99M +$301K +1,741 +18%
FTWA
997
Fifth Third Wealth Advisors
Ohio
$1.98M +$1.48M +8,563 +296%
AAM
998
Azzad Asset Management
Virginia
$1.98M +$1.98M +11,443 New
FWM
999
Focused Wealth Management
New York
$1.98M +$23.3K +135 +1%
PWA
1000
Providence Wealth Advisors
Illinois
$1.97M -$131K -753 -6%
38 39
40
41 42