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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 %
AIM
1376
Aspen Investment Management
Michigan
$1M -$475K -2,746 -32%
CCA
1377
Cobblestone Capital Advisors
New York
$1M -$68K -393 -6%
HWA
1378
Heartwood Wealth Advisors
Virginia
$1M +$8.3K +48 +0.8%
CHP
1379
Cable Hill Partners
Oregon
$1M +$1M +5,790 New
SAM
1380
Summit Asset Management
Tennessee
$998K -$43.2K -250 -4%
AW
1381
Apricus Wealth
South Carolina
$996K +$266K +1,538 +36%
CBA
1382
Coastal Bridge Advisors
Connecticut
$991K +$3.46K +20 +0.4%
CSI
1383
Cross Staff Investments
New York
$987K – – –
NFC
1384
Northeast Financial Consultants
Connecticut
$985K +$87.2K +504 +10%
AL
1385
Aspiriant LLC
California
$983K -$109K -631 -10%
P
1386
Pitcairn
Pennsylvania
$981K +$84.7K +490 +9%
WEG
1387
World Equity Group
Illinois
$980K -$125K -720 -11%
CA
1388
Claro Advisors
Massachusetts
$979K +$106K +613 +12%
Financial Engines Advisors
1389
Financial Engines Advisors
California
$976K +$76.1K +440 +8%
CFA
1390
Cahill Financial Advisors
Minnesota
$974K -$83.2K -481 -8%
BOPW
1391
Brandywine Oak Private Wealth
Pennsylvania
$974K +$5.53K +32 +0.6%
RIG
1392
Renaissance Investment Group
Massachusetts
$972K -$245K -1,390 -20%
MA
1393
MBA Advisors
Pennsylvania
$971K +$38.6K +223 +4%
HW
1394
Hancock Whitney
Mississippi
$970K -$7.26K -42 -0.7%
H
1395
HoyleCohen
California
$969K -$18.9K -109 -2%
AF
1396
Arrow Financial
New York
$969K -$5.19K -30 -0.5%
ECA
1397
Elevated Capital Advisors
Utah
$967K +$967K +5,594 New
CRWM
1398
Castle Rock Wealth Management
California
$965K -$34.5K -197 -3%
DAM
1399
Delta Asset Management
Tennessee
$964K – – –
CF
1400
Copperwynd Financial
Arizona
$963K +$94.9K +494 +11%
54 55
56
57 58