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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 %
DSCM
1076
Del-Sette Capital Management
New York
$1.75M -$2.37M -13,689 -58%
JGC
1077
J. Goldman & Co
New York
$1.75M -$6.18M -35,710 -78%
FCCM
1078
First City Capital Management
Georgia
$1.74M -$30.3K -175 -2%
EWA
1079
Exencial Wealth Advisors
Oklahoma
$1.74M -$294K -1,700 -14%
TA
1080
TFG Advisers
Michigan
$1.74M +$144K +830 +9%
PCA
1081
Peddock Capital Advisors
Massachusetts
$1.74M +$10K +58 +0.6%
MSFS
1082
Main Street Financial Solutions
Pennsylvania
$1.74M +$57.9K +335 +3%
NAS
1083
Nicolet Advisory Services
Wisconsin
$1.73M +$64.9K +365 +4%
ACM
1084
Advent Capital Management
New York
$1.73M -$865K -5,000 -33%
WAM
1085
Westport Asset Management
Connecticut
$1.73M – – –
CT
1086
Clearstead Trust
Maine
$1.73M +$21.8K +126 +1%
IAS
1087
Insigneo Advisory Services
Florida
$1.72M -$53.7K -293 -3%
MWA
1088
Midland Wealth Advisors
Illinois
$1.72M -$143K -824 -8%
SSB
1089
Sandy Spring Bank
Maryland
$1.72M +$28K +162 +2%
FNBT
1090
FineMark National Bank & Trust
Florida
$1.72M -$692 -4 -0%
DCM
1091
Donaldson Capital Management
Indiana
$1.72M -$171K -988 -9%
GLA
1092
Good Life Advisors
Pennsylvania
$1.71M -$38.6K -223 -2%
ZIG
1093
Zullo Investment Group
Pennsylvania
$1.71M -$15.4K -89 -0.9%
RWM
1094
RKL Wealth Management
Pennsylvania
$1.71M +$73.2K +423 +4%
JAG
1095
Journey Advisory Group
Kentucky
$1.71M +$77.8K +450 +5%
EL
1096
EMFO LLC
Florida
$1.71M – – –
DWT
1097
Dorsey & Whitney Trust
South Dakota
$1.71M -$221K -1,275 -11%
PL
1098
Parthenon LLC
Kentucky
$1.7M +$865 +5 +0.1%
B
1099
Bailard
California
$1.7M -$109K -631 -6%
DCM
1100
Dudley Capital Management
Virginia
$1.7M -$25.3K -146 -1%
42 43
44
45 46