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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 %
CWA
1101
Centennial Wealth Advisory
Michigan
$1.7M -$99.8K -577 -6%
MFG
1102
MidWestOne Financial Group
Iowa
$1.69M +$4.84K +28 +0.3%
MCM
1103
Mendel Capital Management
Arkansas
$1.69M -$13K -75 -0.8%
KCFA
1104
Key Client Fiduciary Advisors
New Jersey
$1.68M -$132K -762 -7%
RWM
1105
Ritholtz Wealth Management
New York
$1.68M -$126K -731 -7%
CAM
1106
Cidel Asset Management
Ontario, Canada
$1.67M -$67.5K -390 -4%
CSC
1107
Caldwell Sutter Capital
California
$1.67M -$109K -630 -6%
AI
1108
Arvest Investments
Arkansas
$1.67M -$77K -445 -4%
DA
1109
Detalus Advisors
Missouri
$1.66M -$27.5K -159 -2%
BAM
1110
Belpointe Asset Management
Nevada
$1.66M +$91.8K +531 +6%
ISWM
1111
Independent Solutions Wealth Management
New York
$1.65M -$196K -1,131 -11%
CI
1112
Cigna Investments
Connecticut
$1.65M -$11.2K -65 -0.7%
NB
1113
Nicolet Bankshares
Wisconsin
$1.65M +$3.98K +23 +0.2%
HFM
1114
Hartford Financial Management
Connecticut
$1.65M -$74K -428 -4%
BW
1115
Bison Wealth
Georgia
$1.64M – – –
JF
1116
Joule Financial
Kentucky
$1.64M +$43.2K +250 +3%
MCM
1117
Mainstay Capital Management
Michigan
$1.64M +$106K +611 +7%
PG
1118
Patten Group
Tennessee
$1.63M – – –
RWP
1119
Ridgecrest Wealth Partners
California
$1.63M – – –
CAM
1120
Cozad Asset Management
Illinois
$1.63M +$208K +1,203 +15%
PAM
1121
Paradigm Asset Management
New York
$1.63M +$156K +900 +11%
GI
1122
GAMMA Investing
California
$1.62M +$482K +2,788 +42%
ACS
1123
Archford Capital Strategies
Illinois
$1.62M -$93.6K -541 -5%
OCM
1124
Osterweis Capital Management
California
$1.61M -$139K -805 -8%
IPW
1125
Inlet Private Wealth
Florida
$1.61M -$51.9K -300 -3%
43 44
45
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