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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 %
ATPW
1126
Ashton Thomas Private Wealth
Arizona
$1.59M -$1.21M -6,996 -43%
FSA
1127
Fort Sheridan Advisors
Illinois
$1.59M +$359K +2,075 +29%
KIG
1128
Kessler Investment Group
Indiana
$1.59M -$260K -1,505 -14%
IC
1129
Inscription Capital
Texas
$1.59M +$130K +750 +9%
CWA
1130
Core Wealth Advisors
Florida
$1.59M -$390K -2,256 -20%
LIM
1131
Longfellow Investment Management
Massachusetts
$1.58M +$296K +1,714 +23%
CAGAS
1132
Capital Advisory Group Advisory Services
Minnesota
$1.58M +$177K +1,023 +13%
SB
1133
Strategic Blueprint
Georgia
$1.58M +$409K +2,364 +35%
SSA
1134
Sierra Summit Advisors
Nevada
$1.57M +$172K +997 +12%
SF
1135
Summit Financial
New Jersey
$1.57M +$771K +4,460 +97%
DI
1136
Diligent Investors
California
$1.57M +$6.92K +40 +0.4%
CCA
1137
Checchi Capital Advisers
California
$1.56M -$40.6K -235 -3%
UCI
1138
Uncommon Cents Investing
Wisconsin
$1.56M +$137K +795 +10%
SGC
1139
Slocum, Gordon & Co
Rhode Island
$1.56M – – –
LFG
1140
Larson Financial Group
Missouri
$1.56M +$1.06M +6,127 +212%
MW
1141
Marcum Wealth
Ohio
$1.56M +$12.5K +72 +0.8%
PBC
1142
Pavion Blue Capital
California
$1.56M – – –
DIP
1143
DT Investment Partners
Pennsylvania
$1.56M +$19.7K +114 +1%
SSWM
1144
Smith Salley Wealth Management
North Carolina
$1.55M +$27.7K +160 +2%
PWM
1145
Palumbo Wealth Management
New York
$1.55M +$225K +1,301 +17%
CC
1146
Chicago Capital
Illinois
$1.55M +$156K +902 +11%
BFA
1147
Beaumont Financial Advisors
Massachusetts
$1.55M -$8.82K -51 -0.6%
MMPW
1148
Mitchell McLeod Pugh & Williams
Alabama
$1.54M -$29.2K -169 -2%
BG
1149
Bahl & Gaynor
Ohio
$1.54M +$86.1K +498 +6%
TFS
1150
Thoroughbred Financial Services
Tennessee
$1.54M +$761K +4,400 +98%
44 45
46
47 48