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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 %
ET
1351
Equitable Trust
Tennessee
$1.05M -$26.3K -152 -2%
TP
1352
Tranquility Partners
Tennessee
$1.05M – – –
FCA
1353
FinTrust Capital Advisors
South Carolina
$1.05M -$42.4K -245 -4%
GM
1354
GeoWealth Management
Illinois
$1.04M -$65.9K -381 -6%
BWA
1355
Burt Wealth Advisors
Maryland
$1.04M -$33.6K -194 -3%
GIP
1356
Granite Investment Partners
California
$1.04M – – –
HIA
1357
Harbor Investment Advisory
Maryland
$1.04M -$33.4K -193 -3%
HT
1358
Heritage Trust
Oklahoma
$1.04M – – –
OQS
1359
Occudo Quantitative Strategies
Florida
$1.04M +$1.04M +5,997 New
NG
1360
Norden Group
Utah
$1.04M +$20.2K +117 +2%
OPPS
1361
Obsidian Personal Planning Solutions
Maryland
$1.04M -$16.4K -95 -2%
LIA
1362
LS Investment Advisors
Michigan
$1.04M -$126K -730 -11%
CIG
1363
Cascade Investment Group
Colorado
$1.03M -$97K -561 -9%
TL
1364
Tradewinds LLC
North Carolina
$1.03M +$1.03M +5,980 New
DA
1365
Dover Advisors
Virginia
$1.03M +$712K +4,115 +222%
BAM
1366
Blueshift Asset Management
New Jersey
$1.03M +$453K +2,620 +78%
GIA
1367
Gateway Investment Advisers
Ohio
$1.03M -$17.3K -100 -2%
AF
1368
Advisornet Financial
Minnesota
$1.03M -$7.26K -42 -0.7%
SLWA
1369
San Luis Wealth Advisors
California
$1.03M +$1.03M +5,951 New
WA
1370
Wealth Alliance
New York
$1.03M +$42.4K +245 +4%
TGAM
1371
TBH Global Asset Management
Tennessee
$1.03M -$117K -674 -10%
MSCM
1372
McElhenny Sheffield Capital Management
Texas
$1.01M – – –
SWIM
1373
Smallwood Wealth Investment Management
New Jersey
$1.01M – – –
SPWG
1374
Syntegra Private Wealth Group
Missouri
$1.01M +$236K +1,365 +31%
SP
1375
Stablepoint Partners
Massachusetts
$1.01M +$70.5K +368 +8%
53 54
55
56 57