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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 %
RBFC
1426
Roman Butler Fullerton & Co
Missouri
$930K +$3.91K +22 +0.4%
AFM
1427
Armstrong Fleming & Moore
District of Columbia
$926K – – –
BMC
1428
Beaton Management Company
Massachusetts
$923K – – –
BST
1429
Bath Savings Trust
Maine
$918K -$35.8K -207 -4%
MSS
1430
Mitchell Sinkler & Starr
Pennsylvania
$917K -$715K -3,860 -44%
AP
1431
Atwood & Palmer
Missouri
$916K – – –
TSMHT
1432
Thurston Springer Miller Herd & Titak
Indiana
$916K +$916K +5,287 New
PMFA
1433
Plante Moran Financial Advisors
Michigan
$915K – – –
PPWP
1434
Premier Path Wealth Partners
New Jersey
$914K +$22K +127 +2%
PCS
1435
Personal CFO Solutions
New Jersey
$913K +$7.61K +44 +0.8%
AIA
1436
Allied Investment Advisors
Montana
$910K -$51K -295 -5%
OAM
1437
Oak Asset Management
California
$908K +$519 +3 +0.1%
VCP
1438
Verus Capital Partners
Arizona
$907K +$294K +1,702 +48%
WWM
1439
Western Wealth Management
Colorado
$904K – – –
CGL
1440
Clarius Group LLC
Washington
$904K -$35.5K -205 -4%
KA
1441
KLCM Advisors
Wisconsin
$904K -$28.9K -167 -3%
BHPW
1442
Beverly Hills Private Wealth
California
$902K -$50.2K -290 -5%
EP
1443
Edgestream Partners
New Jersey
$900K -$678K -3,921 -43%
KMWM
1444
Keudell/Morrison Wealth Management
Oregon
$898K +$1.73K +10 +0.2%
CCG
1445
Coastwise Capital Group
California
$897K -$133K -771 -13%
Koshinski Asset Management
1446
Koshinski Asset Management
Illinois
$895K -$46.4K -263 -5%
CHJWM
1447
Carlton Hofferkamp & Jenks Wealth Management
Texas
$895K – – –
SIA
1448
SeaBridge Investment Advisors
New Jersey
$894K -$2.1M -12,158 -70%
GAG
1449
GM Advisory Group
New York
$892K -$519 -3 -0.1%
WMA
1450
Wealth Management Associates
New Jersey
$891K – – –
56 57
58
59 60