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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 %
AF
1476
Apexium Financial
Texas
$846K -$21.6K -125 -2%
GWA
1477
GGM Wealth Advisors
Maryland
$843K +$3.46K +20 +0.4%
VC
1478
Veracity Capital
Georgia
$841K -$125K -724 -13%
CA
1479
Continuum Advisory
Idaho
$839K -$12.8K -74 -2%
MLA
1480
My Legacy Advisors
Oregon
$839K -$130K -749 -13%
SPI
1481
Sutton Place Investors
New York
$838K -$928K -5,365 -53%
LWM
1482
Liberty Wealth Management
California
$838K +$706K +25,078 +533%
BCB
1483
Brian C. Broderick
$837K +$13.3K +77 +2%
PCA
1484
Pallas Capital Advisors
Massachusetts
$835K +$113K +611 +16%
SMA
1485
Sage Mountain Advisors
Georgia
$833K +$23.9K +138 +3%
CBC
1486
Coombe, Bender & Co
New York
$830K +$173 +1 +0%
IP
1487
Intellectus Partners
California
$829K +$303K +1,750 +57%
CI
1488
Conning Inc
Connecticut
$829K +$48.3K +279 +6%
BIAS
1489
Beacon Investment Advisory Services
New Jersey
$829K -$111K -644 -12%
SFG
1490
Sovereign Financial Group
Connecticut
$827K +$25.1K +145 +3%
BWM
1491
Blossom Wealth Management
California
$823K +$6.4K +37 +0.8%
CCB
1492
Country Club Bank
Missouri
$822K -$350K -2,050 -30%
SFS
1493
Strategic Financial Services
New York
$821K -$17.6K -102 -2%
BP
1494
BBR Partners
New York
$818K +$240K +1,388 +42%
SA
1495
SRN Advisors
Pennsylvania
$811K -$770K -4,450 -49%
JPLA
1496
Joseph P. Lucia & Associates
New York
$811K -$87.9K -508 -10%
SWA
1497
SFMG Wealth Advisors
Texas
$810K -$41.9K -242 -5%
CA
1498
Crewe Advisors
Utah
$809K -$4.5K -26 -0.6%
AC
1499
Avestar Capital
New York
$808K +$30.1K +174 +4%
OPCM
1500
Osborne Partners Capital Management
California
$806K +$208K +1,200 +35%
58 59
60
61 62