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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 %
PFBT
1526
Parkside Financial Bank & Trust
Missouri
$786K +$22.7K +131 +3%
CC
1527
Cultivar Capital
Texas
$786K -$19K -110 -2%
PWM
1528
Proathlete Wealth Management
Florida
$784K +$1.21K +7 +0.2%
IF
1529
Intrua Financial
Texas
$783K -$18.5K -107 -2%
SOS
1530
Silver Oak Securities
Tennessee
$782K -$72.1K -417 -8%
BOS
1531
Bank of Stockton
California
$782K +$199K +1,152 +34%
HNWAG
1532
High Net Worth Advisory Group
Florida
$782K -$367K -2,120 -32%
CFS
1533
CRA Financial Services
New Jersey
$781K -$23K -133 -3%
TT
1534
TI-Trust
Illinois
$780K -$1.73K -10 -0.2%
NCM
1535
NCM Capital Management
New Jersey
$778K -$8.65K -50 -1%
SNBOSCI
1536
Security National Bank of Sioux City Iowa
Iowa
$778K -$1.38M -7,960 -64%
WAM
1537
WNY Asset Management
New York
$773K -$8.99K -52 -1%
MCM
1538
Mill Capital Management
North Carolina
$772K -$173K -1,000 -18%
BCCM
1539
Bridge Creek Capital Management
Massachusetts
$772K -$865 -5 -0.1%
VCS
1540
Vaughan & Co Securities
New Jersey
$770K -$40K -231 -5%
BCM
1541
BluePath Capital Management
Georgia
$768K +$93.1K +538 +14%
BRM
1542
Boston Research & Management
Massachusetts
$766K -$29.4K -170 -4%
AWM
1543
Accel Wealth Management
Iowa
$766K +$766K +4,426 New
MPCG
1544
Matrix Private Capital Group
New York
$764K +$4.15K +24 +0.5%
RMSCM
1545
R.M. Sincerbeaux Capital Management
New York
$762K -$121K -700 -14%
SIM
1546
Sentry Investment Management
Wisconsin
$760K -$156K -900 -17%
SFA
1547
Souders Financial Advisors
Ohio
$760K +$10.2K +59 +1%
PCM
1548
Permanent Capital Management
Illinois
$759K +$759K +2,574 New
LCGC
1549
Legacy Capital Group California
California
$758K +$6.92K +40 +0.9%
PFSC
1550
Peoples Financial Services Corp
Pennsylvania
$758K -$331K -1,916 -30%
60 61
62
63 64