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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 %
TWM
1276
Thrive Wealth Management
Pennsylvania
$1.2M +$1.56K +9 +0.1%
AB
1277
Atlas Brown
Kentucky
$1.2M +$3.63K +21 +0.3%
MIP
1278
Marietta Investment Partners
Wisconsin
$1.2M – – –
CastleKeep Investment Advisors
1279
CastleKeep Investment Advisors
Connecticut
$1.2M -$3.29K -19 -0.3%
SSWM
1280
Strait & Sound Wealth Management
California
$1.19M +$120K +694 +11%
FFN
1281
Focus Financial Network
Minnesota
$1.19M +$44.2K +236 +4%
GFPC
1282
Global Financial Private Client
Florida
$1.19M -$3.11K -18 -0.3%
NP
1283
Nilsine Partners
Colorado
$1.19M -$42.4K -245 -3%
ECU
1284
Eisler Capital (UK)
United Kingdom
$1.19M +$483K +2,793 +68%
MWA
1285
Meridian Wealth Advisors
Texas
$1.19M +$194K +1,121 +20%
MA
1286
MJP Associates
Connecticut
$1.18M -$3.46K -20 -0.3%
RFA
1287
ROI Financial Advisors
Oregon
$1.18M +$94.4K +546 +9%
AO
1288
Advisor OS
Illinois
$1.18M -$272K -1,575 -19%
WBC
1289
Westpac Banking Corp
Australia
$1.18M – – –
MAWA
1290
Moss Adams Wealth Advisors
Washington
$1.18M +$22K +127 +2%
KLCM
1291
KG&L Capital Management
Louisiana
$1.17M +$756K +4,377 +184%
SFG
1292
Sunburst Financial Group
Alabama
$1.16M -$19K -110 -2%
PCM
1293
Piedmont Capital Management
Montana
$1.16M – – –
DLHL
1294
Donald L. Hagan LLC
Florida
$1.16M -$141K -818 -11%
PWW
1295
Pettyjohn Wood & White
Virginia
$1.16M -$29.1K -168 -2%
AFG
1296
Albion Financial Group
Utah
$1.16M -$3.63K -21 -0.3%
LWANC
1297
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.16M +$3.98K +23 +0.3%
QCG
1298
Quadrant Capital Group
Ohio
$1.15M +$53.4K +309 +5%
MMG
1299
Monetary Management Group
Missouri
$1.15M – – –
RGI
1300
River Global Investors
United Kingdom
$1.15M -$15.9K -92 -1%
50 51
52
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