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IBM
IBM

Overview Fund Activity

2,787 hedge funds and large institutions have $104B invested in IBM in 2024 Q1 according to their latest regulatory filings, with 262 funds opening new positions, 1,099 increasing their positions, 1,089 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,787
Holders Change
+122
Holders Change %
+4.58%
% of All Funds
40.4%
Holding in Top 10
69
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.99%
% of All Funds
1%
New
262
Increased
1,099
Reduced
1,089
Closed
100
Calls
$3.73B
Puts
$2.97B
Net Calls
+$758M
Net Calls Change
+$437M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.06B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$404M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$353M
4
UBS Group
UBS Group
Switzerland
+$210M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$192M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.93B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$209M
3
Goldman Sachs
Goldman Sachs
New York
-$207M
4
Ameriprise
Ameriprise
Minnesota
-$200M
5
Citadel Advisors
Citadel Advisors
Florida
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPW
1026
Transatlantique Private Wealth
New York
$2.09M -$80.3K -425 -4%
ECM
1027
Evergreen Capital Management
Washington
$2.09M -$137K -716 -6%
DCM
1028
Donaldson Capital Management
Indiana
$2.08M -$6.87K -36 -0.3%
FNBOO
1029
First National Bank of Omaha
Nebraska
$2.08M -$358K -1,438 -15%
MIM
1030
Marco Investment Management
Georgia
$2.07M +$224K +1,172 +12%
GWM
1031
Geneos Wealth Management
Colorado
$2.07M +$11.1K +58 +0.5%
TA
1032
TCM Advisors
West Virginia
$2.06M -$1.98M – –
CPIA
1033
Cornell Pochily Investment Advisors
New York
$2.06M +$2.29K +12 +0.1%
MWA
1034
Midland Wealth Advisors
Illinois
$2.06M +$470K +2,459 +30%
CCG
1035
Ceeto Capital Group
Florida
$2.05M +$39.7K +208 +2%
WDC
1036
Woodward Diversified Capital
California
$2.05M +$10.7K +56 +0.5%
B
1037
Birchbrook
Maine
$2.05M -$308K -1,611 -13%
KIG
1038
Kessler Investment Group
Indiana
$2.05M +$487K +2,548 +31%
LAM
1039
L2 Asset Management
Massachusetts
$2.04M +$318K +1,666 +18%
TIA
1040
Trust Investment Advisors
Indiana
$2.04M -$240K -1,258 -11%
GCS
1041
Gordian Capital (Singapore)
Singapore
$2.04M +$38.2K +200 +2%
ISWM
1042
Independent Solutions Wealth Management
New York
$2.04M -$64.2K -336 -3%
A
1043
Allianz
Germany
$2.04M +$2.04M +10,689 New
QIM
1044
Quest Investment Management
Oregon
$2.04M – – –
BFWM
1045
Bright Futures Wealth Management
New York
$2.04M +$2.04M +11,915 New
FFS
1046
Founders Financial Securities
Maryland
$2.04M -$161K -841 -7%
LNB
1047
Ledyard National Bank
$2.03M -$2.67K -14 -0.1%
CIA
1048
Compass Ion Advisors
Pennsylvania
$2.03M -$19.5K -102 -1%
SC
1049
Schulhoff & Co
Ohio
$2.03M +$18.1K +95 +0.9%
Two Sigma Investments
1050
Two Sigma Investments
New York
$2.02M -$21.6M -113,003 -91%
40 41
42
43 44