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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 %
SCM
1451
SOL Capital Management
Maryland
$890K -$43.2K -250 -5%
AA
1452
Addison Advisors
Vermont
$888K +$34.4K +199 +4%
AWM
1453
Accurate Wealth Management
Florida
$888K -$46.1K -252 -5%
VAG
1454
VisionPoint Advisory Group
Texas
$884K -$56.9K -329 -6%
AWA
1455
Acorn Wealth Advisors
Michigan
$883K -$43.4K -251 -5%
CFA
1456
Capstone Financial Advisors
Illinois
$876K +$865 +5 +0.1%
TA
1457
TrueWealth Advisors
Alabama
$874K +$38.2K +221 +5%
EWM
1458
EPG Wealth Management
Georgia
$872K -$939K -4,917 Closed
CTC (Chicago Trading Company)
1459
CTC (Chicago Trading Company)
Illinois
$871K +$871K +5,039 New
9WM
1460
9258 Wealth Management
Ohio
$869K -$22.1K -128 -2%
TCOTS
1461
Trust Company of the South
North Carolina
$865K – – –
CMANY
1462
Capital Management Associates (New York)
New York
$865K – – –
PWM
1463
Prentice Wealth Management
New York
$864K – – –
CL
1464
COWA LLC
Oklahoma
$861K -$138K -800 -14%
PIA
1465
Perennial Investment Advisors
California
$861K +$77.7K +449 +10%
OA
1466
Oxbow Advisors
Texas
$860K -$8.48K -49 -1%
SPA
1467
Sherbrooke Park Advisers
New York
$859K +$859K +4,966 New
RIA
1468
Realta Investment Advisors
Delaware
$857K +$74.4K +430 +9%
FIM
1469
Freedom Investment Management
Connecticut
$856K +$8.3K +48 +1%
PFA
1470
Pure Financial Advisors
California
$855K +$140K +809 +20%
HPM
1471
Hoxton Planning & Management
West Virginia
$854K +$23K +133 +3%
PWPS
1472
Pinnacle Wealth Planning Services
Ohio
$853K -$173 -1 -0%
UCB
1473
United Community Bank
South Carolina
$852K -$13.1K -76 -2%
MFG
1474
Monte Financial Group
Connecticut
$852K -$77.8K -450 -8%
EFG
1475
Everhart Financial Group
Ohio
$847K +$64.9K +375 +8%
57 58
59
60 61