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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 %
MF
1501
Manchester Financial
California
$804K -$6.05K -35 -0.7%
SWM
1502
Sugarloaf Wealth Management
Georgia
$804K -$11.4K -66 -1%
CAC
1503
Certified Advisory Corp
Florida
$803K -$2.77K -16 -0.3%
BFO
1504
Boston Family Office
Massachusetts
$803K +$86.5K +500 +12%
NBT
1505
Northwest Bank & Trust
Iowa
$802K +$10.5K +61 +1%
CAL
1506
Capital Advisors Ltd
Ohio
$802K +$131K +756 +19%
AIC
1507
Archer Investment Corporation
Indiana
$802K +$114K +659 +17%
ATWA
1508
Arbor Trust Wealth Advisors
Michigan
$801K +$26.6K +154 +3%
SLT
1509
St Louis Trust
Missouri
$801K – – –
DDC
1510
DF Dent & Co
Maryland
$801K – – –
SA
1511
Sage Advisors
Colorado
$801K +$25.8K +149 +3%
ANBT
1512
American National Bank & Trust
Texas
$800K +$151K +875 +23%
IPW
1513
Intergy Private Wealth
Colorado
$799K +$2.77K +16 +0.3%
SAM
1514
Smartleaf Asset Management
Massachusetts
$798K +$239K +1,397 +43%
M
1515
MOTCO
Texas
$797K +$54.8K +317 +7%
WCM
1516
Washington Capital Management
Washington
$796K -$48.4K -280 -6%
LCM
1517
Leisure Capital Management
California
$796K +$514K +2,973 +183%
RDWM
1518
Red Door Wealth Management
Tennessee
$795K +$32.3K +187 +4%
SFO
1519
Stokes Family Office
Louisiana
$795K -$3.46K -20 -0.4%
CHA
1520
Carmichael Hill & Associates
Maryland
$793K +$87.7K +507 +12%
PIA
1521
Powell Investment Advisors
Florida
$791K +$519 +3 +0.1%
BCP
1522
Berkeley Capital Partners
Georgia
$789K +$277K +1,601 +54%
LC
1523
Lindbrook Capital
California
$789K +$135K +778 +21%
JGIA
1524
Jackson Grant Investment Advisers
Connecticut
$789K +$1.04K +6 +0.1%
PFA
1525
Plotkin Financial Advisors
Maryland
$787K – – –
59 60
61
62 63