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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 %
DAC
1326
Dividend Assets Capital
South Carolina
$1.1M – – –
PP
1327
Patten & Patten
Tennessee
$1.1M -$31.6K -183 -3%
SQA
1328
Simon Quick Advisors
New Jersey
$1.1M +$18.9K +109 +2%
TA
1329
TKG Advisors
Indiana
$1.1M +$1.1M +6,354 New
LFA
1330
Legacy Financial Advisors
Kentucky
$1.1M +$23.3K +135 +2%
PWAM
1331
Pinnacle West Asset Management
Wyoming
$1.09M – – –
LWAM
1332
Legacy Wealth Asset Management
Minnesota
$1.09M -$1.09M -6,301 -50%
Two Sigma Investments
1333
Two Sigma Investments
New York
$1.09M -$745K -4,310 -41%
RFA
1334
Register Financial Advisors
Georgia
$1.09M +$135K +781 +14%
BEC
1335
Blue Edge Capital
Virginia
$1.08M – – –
AWS
1336
Arkfeld Wealth Strategies
Nebraska
$1.08M +$15.3K +86 +1%
MMHP
1337
Murphy Middleton Hinkle & Parker
Georgia
$1.08M -$4.67K -27 -0.4%
BFM
1338
Boston Financial Management
Massachusetts
$1.08M -$29.6K -171 -3%
FCB
1339
First County Bank
Connecticut
$1.08M – – –
OTPPB
1340
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.08M -$41.5K -240 -4%
PA
1341
PFG Advisors
Arizona
$1.08M +$102K +589 +10%
WAG
1342
Winthrop Advisory Group
Massachusetts
$1.07M +$132K +761 +14%
MFA
1343
Mayflower Financial Advisors
Massachusetts
$1.07M -$276K -1,595 -20%
MKC
1344
M. Kraus & Co
Vermont
$1.07M -$34.6K -200 -3%
WF
1345
WoodTrust Financial
Wisconsin
$1.07M – – –
BFO
1346
Biltmore Family Office
North Carolina
$1.07M – – –
CAAS
1347
Capital Asset Advisory Services
Michigan
$1.07M -$44.5K -252 -4%
TBNY
1348
Trustco Bank (New York)
New York
$1.06M – – –
FPGT
1349
Financial Partners Group (Tennessee)
Tennessee
$1.05M -$559K -3,230 -35%
SEEDPG
1350
S.E.E.D. Planning Group
New York
$1.05M -$940K -5,436 -47%
52 53
54
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