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IBM

2,754 hedge funds and large institutions have $95B invested in IBM in 2024 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 1,192 increasing their positions, 1,005 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $2.59B | Put options by funds: $2.02B

19% more repeat investments, than reductions

Existing positions increased: 1,192 | Existing positions reduced: 1,005

0.28% more ownership

Funds ownership: 59.56% → 59.84% (+0.28%)

7% less first-time investments, than exits

New positions opened: 153 | Existing positions closed: 164

2% less funds holding

Funds holding: 2,802 → 2,754 (-48)

9% less capital invested

Capital invested by funds: $104B → $95B (-$9.02B)

29% less funds holding in top 10

Funds holding in top 10: 69 → 49 (-20)

Holders
2,754
Holders Change
-48
Holders Change %
-1.71%
% of All Funds
39.77%
Holding in Top 10
49
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-28.99%
% of All Funds
0.71%
New
153
Increased
1,192
Reduced
1,005
Closed
164
Calls
$2.59B
Puts
$2.02B
Net Calls
+$571M
Net Calls Change
-$186M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$347M
2
UBS AM
UBS AM
Illinois
+$314M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$184M
4
Swedbank
Swedbank
Sweden
+$183M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$171M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$340M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$213M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$174M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$141M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$106M
Name Holding Trade Value Shares
Change 		Change in
Stake
Corient Private Wealth
126
Corient Private Wealth
Florida
$71.3M +$2.39M +13,742 +3%
Teacher Retirement System of Texas
127
Teacher Retirement System of Texas
Texas
$71.1M +$12.6M +72,629 +21%
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$70.3M +$2.47M +14,189 +4%
Mackenzie Financial
129
Mackenzie Financial
Ontario, Canada
$67.4M -$10.8M -61,975 -14%
Royal London Asset Management
130
Royal London Asset Management
United Kingdom
$66.8M +$2.16M +12,428 +3%
Bank of Nova Scotia
131
Bank of Nova Scotia
Ontario, Canada
$65.3M +$42.9M +247,027 +189%
ELC
132
Edgar Lomax Company
Virginia
$64.8M -$1.13M -6,525 -2%
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$63.4M +$2.84M +16,348 +5%
Osaic Holdings
134
Osaic Holdings
Arizona
$63.2M -$4.68M -26,909 -7%
ACM
135
Advisors Capital Management
New Jersey
$62.8M +$4.8M +27,636 +8%
MSV
136
MN Services Vermogensbeheer
Netherlands
$62.4M -$1.44M -8,300 -2%
MHC
137
Meyer Handelman Company
New York
$62.3M +$502K +2,890 +0.8%
State of Tennessee, Department of Treasury
138
State of Tennessee, Department of Treasury
Tennessee
$61.8M -$1.78M -10,248 -3%
TH
139
TCTC Holdings
Texas
$61.2M +$348K +2,000 +0.6%
GC
140
Guggenheim Capital
Illinois
$59.6M -$3.18M -18,327 -5%
Qube Research & Technologies (QRT)
141
Qube Research & Technologies (QRT)
United Kingdom
$59.6M +$12.7M +73,256 +27%
Natixis Advisors
142
Natixis Advisors
Massachusetts
$59.3M -$3.31M -19,038 -5%
CIC
143
Crawford Investment Counsel
Georgia
$59.2M -$1.2M -6,933 -2%
State of New Jersey Common Pension Fund D
144
State of New Jersey Common Pension Fund D
New Jersey
$58.2M -$32.1M -184,497 -35%
RAM
145
Resona Asset Management
Japan
$57.8M -$2.57M -14,792 -4%
Vontobel Holding
146
Vontobel Holding
Switzerland
$57.3M +$8.02M +46,166 +16%
Comerica Bank
147
Comerica Bank
Texas
$57.1M -$688K -3,961 -1%
Renaissance Technologies
148
Renaissance Technologies
New York
$56.9M -$96.4M -555,000 -63%
Rafferty Asset Management
149
Rafferty Asset Management
New York
$56.7M +$4.49M +25,859 +9%
WG
150
Welch Group
Alabama
$56.1M -$15.6K -90 -0%
4 5
6
7 8

IBM Hedge Fund Activity: Q2 2024 in Review

2,754 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q2 2024, worth a combined $95B — down 8.7% from $104B a quarter earlier.

Sellers outnumbered buyers: 164 funds closed out of IBM and 153 opened new positions — a net loss of 11 holders — while 1,005 trimmed existing stakes and 1,192 added.

The largest buyer was Capital World Investors, adding an estimated $347M. The largest seller was Arrowstreet Capital, cutting an estimated $340M.

  • 2,754 institutional investors held IBM (IBM) as of Q2 2024, down from 2,802 in Q1 2024.
  • Funds reported $95B of IBM stock for Q2 2024, down 8.7% quarter-over-quarter.
  • 153 funds opened new IBM positions in Q2 2024 and 164 closed out, a net change of -11 holders.
  • The largest IBM buyer in Q2 2024 was Capital World Investors, an estimated $347M added.
  • The largest IBM seller in Q2 2024 was Arrowstreet Capital, an estimated $340M sold.

Based on aggregated 13F filings for Q2 2024.