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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 %
BMC
1401
Benin Management Corp
Connecticut
$960K +$66.4K +384 +7%
SWA
1402
Stratos Wealth Advisors
Ohio
$959K +$53.6K +310 +6%
WAAG
1403
Wealth Alliance Advisory Group
Kansas
$959K -$43.9K -254 -4%
1IA
1404
1620 Investment Advisors
Massachusetts
$956K – – –
DIM
1405
Delta Investment Management
California
$955K +$30.4K +176 +3%
HI
1406
Harbour Investments
Wisconsin
$955K -$21.1K -122 -2%
FAIM
1407
Financial Advocates Investment Management
Washington
$953K -$11.4K -66 -1%
MCP
1408
Mirador Capital Partners
California
$953K -$123K -709 -11%
CFD
1409
Creative Financial Designs
Indiana
$952K +$247K +1,430 +35%
SIA
1410
Schechter Investment Advisors
Michigan
$952K -$87.2K -504 -8%
MVA
1411
Mount Vernon Associates
Maryland
$952K – – –
TF
1412
Trek Financial
Arizona
$950K +$70K +405 +8%
IA
1413
Insight Advisors
Pennsylvania
$949K -$5.36K -31 -0.6%
BIG
1414
Brooklyn Investment Group
New York
$949K – – –
HL
1415
HeadInvest LLC
Maine
$947K – – –
CCMG
1416
Clark Capital Management Group
Pennsylvania
$945K -$268K -1,548 -22%
NA
1417
Navellier & Associates
Nevada
$942K -$7.61K -44 -0.8%
LIA
1418
LBMC Investment Advisors
Tennessee
$940K +$2.42K +14 +0.3%
HIP
1419
HUB Investment Partners
Texas
$939K +$96.2K +556 +11%
VA
1420
Verdad Advisers
Massachusetts
$938K -$313K -1,808 -25%
OA
1421
Operose Advisors
Wisconsin
$935K – – –
JSW
1422
Journey Strategic Wealth
New Jersey
$935K +$274K +1,586 +41%
KC
1423
Kades & Cheifetz
Pennsylvania
$933K +$3.29K +19 +0.4%
BCM
1424
Boltwood Capital Management
California
$933K -$5.88K -34 -0.6%
BFA
1425
Beacon Financial Advisory
Ohio
$931K +$729K +4,216 +362%
55 56
57
58 59