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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 %
NERM
1001
New England Research & Management
Illinois
$1.97M +$160K +925 +9%
CFSG
1002
Clark Financial Services Group
Missouri
$1.96M – – –
SS
1003
Sunbelt Securities
Texas
$1.96M +$345K +1,993 +21%
SIA
1004
Sage Investment Advisers
New York
$1.96M -$57.1K -330 -3%
LCM
1005
LVM Capital Management
Michigan
$1.96M -$4.32K -25 -0.2%
MG
1006
Mather Group
Illinois
$1.95M +$1.05M +5,517 +117%
CPIA
1007
Cornell Pochily Investment Advisors
New York
$1.95M +$84.9K +491 +5%
TPA
1008
Trivium Point Advisory
Connecticut
$1.95M +$463K +2,676 +31%
KFP
1009
Keystone Financial Planning
Ohio
$1.95M -$36K -208 -2%
CI
1010
Ceera Investments
Texas
$1.94M -$57.6K -333 -3%
SAM
1011
Sompo Asset Management
Japan
$1.94M -$74.4K -430 -4%
SFM
1012
Signet Financial Management
New Jersey
$1.94M +$25.1K +145 +1%
TPWM
1013
Twelve Points Wealth Management
Massachusetts
$1.94M +$217K +1,257 +13%
AMIM
1014
Aull & Monroe Investment Management
Alabama
$1.93M -$225K -1,300 -10%
VIP
1015
Vista Investment Partners
Oklahoma
$1.93M +$1.73M +9,984 +837%
TIA
1016
Trust Investment Advisors
Indiana
$1.93M +$76.4K +442 +4%
ZIG
1017
Zurich Insurance Group
Switzerland
$1.92M – – –
FFA
1018
Farther Finance Advisors
California
$1.92M +$292K +1,668 +18%
TPI
1019
Trust Point Inc
Wisconsin
$1.92M -$75.4K -436 -4%
CWM
1020
Connecticut Wealth Management
Connecticut
$1.91M +$264K +1,525 +16%
MIM
1021
Marco Investment Management
Georgia
$1.91M +$29.4K +170 +2%
TBA
1022
Tower Bridge Advisors
Pennsylvania
$1.9M +$72.3K +418 +4%
HAM
1023
Hedges Asset Management
Nevada
$1.9M – – –
FTIS
1024
First Trust Investment Solutions
Florida
$1.9M +$78.7K +455 +4%
RBC
1025
Roble Belko & Company
Pennsylvania
$1.9M – – –
39 40
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