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IBM

2,931 hedge funds and large institutions have $125B invested in IBM in 2024 Q3 according to their latest regulatory filings, with 295 funds opening new positions, 1,132 increasing their positions, 1,099 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 295 | Existing positions closed: 88

78% more funds holding in top 10

Funds holding in top 10: 49 → 87 (+38)

51% more call options, than puts

Call options by funds: $4.17B | Put options by funds: $2.75B

31% more capital invested

Capital invested by funds: $95B → $125B (+$29.7B)

6% more funds holding

Funds holding: 2,754 → 2,931 (+177)

1.66% more ownership

Funds ownership: 59.84% → 61.5% (+1.7%)

3% more repeat investments, than reductions

Existing positions increased: 1,132 | Existing positions reduced: 1,099

Holders
2,931
Holders Change
+177
Holders Change %
+6.43%
% of All Funds
42.09%
Holding in Top 10
87
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+77.55%
% of All Funds
1.25%
New
295
Increased
1,132
Reduced
1,099
Closed
88
Calls
$4.17B
Puts
$2.75B
Net Calls
+$1.41B
Net Calls Change
+$840M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$878M
2
IAIM
International Assets Investment Management
Florida
+$530M
3
Holocene Advisors
Holocene Advisors
New York
+$508M
4
BlackRock
BlackRock
New York
+$426M
5
Norges Bank
Norges Bank
Norway
+$337M

Top Sellers

Rank Fund Capital Flow
1
Amundi
Amundi
France
-$246M
2
APG Asset Management
APG Asset Management
Netherlands
-$157M
3
SG Americas Securities
SG Americas Securities
New York
-$136M
4
PCM
Penserra Capital Management
California
-$112M
5
SFC
Strategic Financial Concepts
Texas
-$92M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSPAM
1026
Cary Street Partners Asset Management
Virginia
$2.44M -$129K -656 -6%
SSB
1027
Sandy Spring Bank
Maryland
$2.43M +$205K +1,045 +11%
FIM
1028
Freedom Investment Management
Connecticut
$2.43M +$1.18M +6,029 +122%
FFS
1029
Founders Financial Securities
Maryland
$2.43M -$152K -774 -7%
VIP
1030
Vista Investment Partners
Oklahoma
$2.42M -$45.7K -233 -2%
MIM
1031
Marco Investment Management
Georgia
$2.41M -$28.4K -145 -1%
BFWM
1032
Bright Futures Wealth Management
New York
$2.39M -$7.25K -37 -0.3%
CCG
1033
Ceeto Capital Group
Florida
$2.39M +$1.57K +8 +0.1%
SW
1034
SlateStone Wealth
Florida
$2.39M +$7.84K +40 +0.4%
WWMSC
1035
Wagner Wealth Management (South Carolina)
South Carolina
$2.39M -$424K -2,161 -17%
TA
1036
TFG Advisers
Michigan
$2.39M +$147K +751 +7%
FAM
1037
Fred Alger Management
New York
$2.38M – – –
RAM
1038
Redmond Asset Management
Virginia
$2.37M +$66.9K +341 +3%
BHC
1039
Bowen Hanes & Co
Florida
$2.36M – – –
AFP
1040
Ausdal Financial Partners
Iowa
$2.36M +$8.63K +44 +0.4%
BIG
1041
Boothe Investment Group
Delaware
$2.36M +$135K +687 +7%
QIM
1042
Quest Investment Management
Oregon
$2.36M – – –
AIA
1043
Alternative Investment Advisors
Florida
$2.36M +$61.6K +314 +3%
GAM
1044
Groupama Asset Management
France
$2.36M -$1.06M -5,392 -29%
DJSG
1045
D.J. St. Germain
Massachusetts
$2.36M -$3.92K -20 -0.2%
SC
1046
Schulhoff & Co
Ohio
$2.35M – – –
PH
1047
Pinnacle Holdings
Oklahoma
$2.35M -$51.6K -263 -2%
WPC
1048
Wedmont Private Capital
Pennsylvania
$2.35M +$127K +647 +7%
TNAM
1049
Terra Nova Asset Management
New York
$2.35M +$420K +2,144 +25%
OP
1050
ORG Partners
Indiana
$2.35M -$726K -3,702 -26%
40 41
42
43 44

IBM Hedge Fund Activity: Q3 2024 in Review

2,931 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q3 2024, worth a combined $125B — up 31% from $95B a quarter earlier.

Buyers outnumbered sellers: 295 funds opened new IBM positions and 88 closed out — a net gain of 207 holders — while 1,132 added to existing stakes and 1,099 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $878M. The largest seller was Amundi, cutting an estimated $246M.

  • 2,931 institutional investors held IBM (IBM) as of Q3 2024, up from 2,754 in Q2 2024.
  • Funds reported $125B of IBM stock for Q3 2024, up 31% quarter-over-quarter.
  • 295 funds opened new IBM positions in Q3 2024 and 88 closed out, a net change of +207 holders.
  • The largest IBM buyer in Q3 2024 was JP Morgan Chase, an estimated $878M added.
  • The largest IBM seller in Q3 2024 was Amundi, an estimated $246M sold.

Based on aggregated 13F filings for Q3 2024.