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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 %
KWA
1026
Kingswood Wealth Advisors
California
$1.89M +$165K +955 +10%
JWM
1027
JPL Wealth Management
Colorado
$1.89M +$1.89M +10,933 New
GSC
1028
G&S Capital
Colorado
$1.89M +$1.4M +7,664 +287%
RCM
1029
Raleigh Capital Management
North Carolina
$1.89M -$15.4K -89 -0.8%
PH
1030
Pinnacle Holdings
Oklahoma
$1.89M -$11.4K -66 -0.6%
HAIM
1031
Hunter Associates Investment Management
Pennsylvania
$1.88M +$59.4K +344 +3%
WDC
1032
Woodward Diversified Capital
California
$1.88M +$22.7K +131 +1%
CFG
1033
Cooper Financial Group
California
$1.88M -$408K -2,358 -18%
JWA
1034
JFS Wealth Advisors
Pennsylvania
$1.87M -$169K -978 -8%
CCG
1035
Ceeto Capital Group
Florida
$1.87M +$10K +58 +0.5%
FAM
1036
Fred Alger Management
New York
$1.87M -$25.9M -149,665 -93%
SW
1037
SlateStone Wealth
Florida
$1.86M +$115K +663 +7%
CC
1038
Centiva Capital
New York
$1.86M +$414K +2,392 +29%
GWP
1039
Gen-Wealth Partners
Michigan
$1.86M +$89.1K +515 +5%
QI
1040
Qtron Investments
Massachusetts
$1.85M -$96.2K -556 -5%
BHC
1041
Bowen Hanes & Co
Florida
$1.85M +$93.4K +540 +5%
QIM
1042
Quest Investment Management
Oregon
$1.85M – – –
DJSG
1043
D.J. St. Germain
Massachusetts
$1.85M -$150K -867 -8%
SC
1044
Schulhoff & Co
Ohio
$1.84M +$5.19K +30 +0.3%
AFP
1045
Ausdal Financial Partners
Iowa
$1.84M +$18.3K +106 +1%
CT
1046
Chicago Trust
Illinois
$1.84M +$277K +1,600 +18%
HWA
1047
Hilltop Wealth Advisors
North Carolina
$1.84M -$396K -2,291 -18%
MGWM
1048
Marks Group Wealth Management
Minnesota
$1.83M -$127K -732 -6%
Walleye Capital
1049
Walleye Capital
New York
$1.83M -$6.79M -39,257 -79%
AA
1050
Altman Advisors
Illinois
$1.82M +$8.3K +48 +0.5%
40 41
42
43 44