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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 %
WIA
1226
World Investment Advisors
California
$1.33M +$1.33M +7,709 New
PCA
1227
Prosperity Capital Advisors
Ohio
$1.33M -$589K -3,405 -31%
AIM
1228
Athena Investment Management
California
$1.32M -$865 -5 -0.1%
BHBT
1229
Burke & Herbert Bank & Trust
Virginia
$1.32M +$922K +5,333 +229%
HFBOT
1230
Home Federal Bank of Tennessee
Tennessee
$1.32M -$2.77K -16 -0.2%
AIM
1231
Anchor Investment Management
South Carolina
$1.32M -$39.3K -227 -3%
AC
1232
Arjuna Capital
North Carolina
$1.32M +$18.2K +105 +1%
WCM
1233
Weik Capital Management
Pennsylvania
$1.32M -$86.5K -500 -6%
AAP
1234
Arax Advisory Partners
Colorado
$1.32M -$8.82K -51 -0.7%
AWA
1235
Aaron Wealth Advisors
Illinois
$1.31M -$60.9K -352 -4%
SP
1236
Symmetry Partners
Connecticut
$1.31M -$290K -1,675 -18%
SEC
1237
Seven Eight Capital
New York
$1.31M +$1.31M +7,548 New
PL
1238
Plancorp LLC
Missouri
$1.31M +$22.5K +130 +2%
WCM
1239
Whitener Capital Management
North Carolina
$1.3M -$346 -2 -0%
TFA
1240
Teamwork Financial Advisors
Texas
$1.3M +$226K +1,306 +21%
MAM
1241
Mystic Asset Management
Rhode Island
$1.3M +$13K +75 +1%
PWM
1242
PBMares Wealth Management
Virginia
$1.3M -$19K -110 -1%
BOSSRA
1243
B.O.S.S. Retirement Advisors
Utah
$1.29M -$550K -3,177 -30%
BAM
1244
Brave Asset Management
New Jersey
$1.29M – – –
MM
1245
Meridian Management
Arkansas
$1.29M – – –
CWP
1246
Core Wealth Partners
California
$1.29M +$178K +1,028 +16%
TYCC
1247
Texas Yale Capital Corp
Florida
$1.29M – – –
CFP
1248
Cascade Financial Partners
California
$1.29M +$69.2K +400 +6%
Balyasny Asset Management
1249
Balyasny Asset Management
Illinois
$1.28M -$6.17M -35,691 -83%
GBT
1250
Grove Bank & Trust
Florida
$1.28M -$2.59K -15 -0.2%
48 49
50
51 52