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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 %
MPWT
1201
MassMutual Private Wealth & Trust
Connecticut
$1.4M +$262K +1,513 +23%
FWP
1202
FAS Wealth Partners
Kansas
$1.39M +$11.2K +65 +0.8%
OIM
1203
Oder Investment Management
California
$1.39M -$11.9K -69 -0.9%
ESB
1204
Essex Savings Bank
Connecticut
$1.39M -$97K -561 -7%
AWM
1205
Avior Wealth Management
Nebraska
$1.39M -$295K -1,718 -18%
SACTSONJ
1206
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.38M – – –
AFS
1207
Access Financial Services
Minnesota
$1.38M -$7.44K -43 -0.5%
PWP
1208
Perfromance Wealth Partners
Illinois
$1.38M – – –
GWM
1209
Gitterman Wealth Management
New Jersey
$1.38M +$173 +1 +0%
STA
1210
Summit Trail Advisors
New York
$1.37M +$146K +843 +12%
MNBTD
1211
Moody National Bank Trust Division
Texas
$1.37M +$18.7K +108 +1%
ACA
1212
Aptus Capital Advisors
Alabama
$1.37M -$63.5K -367 -4%
GWSG
1213
GPS Wealth Strategies Group
Colorado
$1.37M -$107K -616 -7%
FAM
1214
Formidable Asset Management
Ohio
$1.36M +$105K +606 +8%
MIC
1215
Means Investment Company
Maine
$1.36M +$7.26K +42 +0.5%
FFA
1216
Founders Financial Alliance
North Carolina
$1.36M +$38K +220 +3%
CCT
1217
Capital City Trust
Florida
$1.35M -$114K -662 -8%
LJAC
1218
L.J. Altfest & Co
New York
$1.35M -$225K -1,299 -14%
LRWA
1219
Long Run Wealth Advisors
New York
$1.34M -$17.8K -103 -1%
NFA
1220
Northern Financial Advisors
Michigan
$1.34M +$79K +457 +6%
WPW
1221
Waldron Private Wealth
Pennsylvania
$1.34M -$84.7K -490 -6%
AA
1222
Advisory Alpha
Michigan
$1.34M +$11.2K +65 +0.8%
RAM
1223
Roanoke Asset Management
New Jersey
$1.34M -$864 -5 -0.1%
EB
1224
Exchange Bank
California
$1.34M -$8.65K -50 -0.6%
DS
1225
DRW Securities
Illinois
$1.33M +$1.33M +7,685 New
47 48
49
50 51