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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 %
SFP
1151
Sandbox Financial Partners
Maryland
$1.53M +$51.4K +297 +3%
Empower Advisory Group
1152
Empower Advisory Group
Colorado
$1.53M -$40.8K -236 -3%
MWM
1153
Modern Wealth Management
Kansas
$1.52M -$42.5K -246 -3%
ALAM
1154
Asahi Life Asset Management
Japan
$1.52M -$391K -2,258 -20%
FGA
1155
Fortis Group Advisors
New Jersey
$1.51M +$3.46K +20 +0.2%
AA
1156
AlphaMark Advisors
Kentucky
$1.51M -$28.9K -167 -2%
DSC
1157
Duncker Streett & Co
Missouri
$1.5M – – –
IPAM
1158
Investment Partners Asset Management
New Jersey
$1.5M +$19.9K +115 +1%
PGWM
1159
Parisi Gray Wealth Management
New Jersey
$1.49M +$1.38K +8 +0.1%
SCP
1160
Stamos Capital Partners
California
$1.49M +$384K +2,220 +35%
OBWG
1161
Onyx Bridge Wealth Group
New York
$1.49M -$10.9K -63 -0.7%
SG
1162
StoneX Group
New York
$1.49M +$1.49M +8,609 New
CPSC
1163
Carl P. Sherr & Co
Massachusetts
$1.49M +$35.3K +204 +2%
SDAM
1164
Shulman DeMeo Asset Management
New York
$1.49M +$1.56K +9 +0.1%
AEPWM
1165
Atlantic Edge Private Wealth Management
Florida
$1.49M +$87.2K +504 +6%
KIA
1166
KCM Investment Advisors
California
$1.49M -$2.08K -12 -0.1%
MBT
1167
Montecito Bank & Trust
California
$1.49M -$11.2K -65 -0.8%
SDIC
1168
South Dakota Investment Council
South Dakota
$1.48M -$319K -1,846 -18%
CF
1169
Centaurus Financial
California
$1.48M +$833K +4,814 +129%
BIM
1170
Baldwin Investment Management
Pennsylvania
$1.48M +$34.6K +200 +2%
WDA
1171
Wendell David Associates
New Hampshire
$1.48M -$8.65K -50 -0.6%
ATC
1172
Adirondack Trust Company
New York
$1.47M -$1.04K -6 -0.1%
BAM
1173
Byrne Asset Management
New Jersey
$1.47M -$32.3K -189 -2%
TNAM
1174
Terra Nova Asset Management
New York
$1.47M +$5.02K +29 +0.3%
HWMO
1175
Heritage Wealth Management (Ohio)
Ohio
$1.47M +$1.47M +8,339 New
45 46
47
48 49