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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 %
Verition Fund Management
1251
Verition Fund Management
Connecticut
$1.28M +$302K +1,747 +31%
RFG
1252
Range Financial Group
Oregon
$1.27M +$10K +58 +0.8%
PPW
1253
Parcion Private Wealth
Washington
$1.27M -$28.5K -165 -2%
FFM
1254
Forum Financial Management
Illinois
$1.26M -$125K -721 -9%
EWM
1255
Empirical Wealth Management
Washington
$1.26M +$186K +1,078 +17%
HCP
1256
Hexagon Capital Partners
Arkansas
$1.25M -$100K -581 -7%
WF
1257
Warner Financial
Maryland
$1.25M +$692 +4 +0.1%
VIG
1258
Vienna Insurance Group
Poland
$1.25M -$12.5K -72 -1%
JWM
1259
Jeppson Wealth Management
California
$1.24M +$85.4K +494 +7%
IWA
1260
IVC Wealth Advisors
Pennsylvania
$1.24M +$50.7K +293 +4%
BAM
1261
Berkshire Asset Management
Pennsylvania
$1.24M -$39.1K -226 -3%
ACI
1262
Alpha Cubed Investments
California
$1.24M +$438K +2,535 +55%
FNBTCON
1263
First National Bank & Trust Co of Newtown
Pennsylvania
$1.23M – – –
AWP
1264
Ascent Wealth Partners
New York
$1.23M +$944K +5,457 +333%
RI
1265
Ridgewood Investments
New Jersey
$1.22M -$14.5K -84 -1%
BWM
1266
BKM Wealth Management
Wisconsin
$1.22M -$358K -2,069 -23%
GCA
1267
Genesee Capital Advisors
New York
$1.22M +$776K +4,487 +175%
RPC
1268
Rossmore Private Capital
Connecticut
$1.21M – – –
AWE
1269
Avidian Wealth Enterprises
Texas
$1.21M -$81.8K -473 -6%
TFCP
1270
Twin Focus Capital Partners
Massachusetts
$1.21M – – –
CTFG
1271
Capstone Triton Financial Group
Oklahoma
$1.21M -$865 -5 -0.1%
FBC
1272
Fairfield, Bush & Co
Connecticut
$1.21M +$67.5K +390 +6%
OC
1273
Oarsman Capital
Wisconsin
$1.2M +$562K +3,250 +88%
NSAM
1274
North Star Asset Management
Wisconsin
$1.2M +$138K +798 +13%
NB
1275
Northwest Bancshares
Pennsylvania
$1.2M -$59.1K -342 -5%
49 50
51
52 53