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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 %
GCM
1301
Graham Capital Management
Connecticut
$1.15M -$2.31M -13,364 -67%
I
1302
INVST
Indiana
$1.15M +$5.78K +33 +0.5%
LRPA
1303
L. Roy Papp & Associates
Arizona
$1.15M +$10.4K +60 +0.9%
NIM
1304
Northeast Investment Management
Massachusetts
$1.15M -$4.5K -26 -0.4%
CNBTD
1305
Citizens National Bank Trust Department
Mississippi
$1.14M +$16.4K +95 +1%
PPWM
1306
Paragon Private Wealth Management
Kentucky
$1.14M +$119K +690 +12%
TWM
1307
Tradition Wealth Management
Minnesota
$1.14M -$83.2K -481 -7%
CI
1308
CX Institutional
Indiana
$1.14M +$13.3K +77 +1%
TW
1309
TrinityPoint Wealth
Connecticut
$1.14M +$1.21K +7 +0.1%
EWA
1310
Etesian Wealth Advisors
Oregon
$1.14M – – –
IIM
1311
Ironwood Investment Management
Massachusetts
$1.13M – – –
OA
1312
Oak Associates
Ohio
$1.13M +$692 +4 +0.1%
BWP
1313
BSW Wealth Partners
Colorado
$1.13M -$228K -1,316 -17%
MCM
1314
Manchester Capital Management
Vermont
$1.13M +$23.7K +137 +2%
SWM
1315
Selective Wealth Management
Virginia
$1.13M -$3.53K -20 -0.3%
TPWA
1316
TRUE Private Wealth Advisors
Oregon
$1.13M +$13.8K +80 +1%
SIC
1317
Salem Investment Counselors
North Carolina
$1.12M -$21.1K -122 -2%
LSA
1318
Lion Street Advisors
Texas
$1.12M -$519 -3 -0%
BP
1319
BNP Paribas
France
$1.12M +$17.1K +99 +2%
IPW
1320
Impact Partnership Wealth
Georgia
$1.12M +$306K +1,772 +38%
TWA
1321
TCI Wealth Advisors
Arizona
$1.12M -$56.7K -328 -5%
EWS
1322
Evergreen Wealth Solutions
Pennsylvania
$1.11M +$284K +1,645 +35%
JCFM
1323
JBR Co Financial Management
Oklahoma
$1.11M – – –
CP
1324
Cumberland Partners
Ontario, Canada
$1.11M +$1.11M +6,400 New
RMA
1325
Roffman Miller Associates
Pennsylvania
$1.11M +$106K +613 +11%
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