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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 %
HHAA
1576
Henry H. Armstrong Associates
Pennsylvania
$725K -$5.36K -31 -0.7%
D
1577
Diversified
Delaware
$723K +$452K +2,616 +167%
BB
1578
Burford Brothers
Texas
$722K +$106K +612 +17%
WAM
1579
Weatherly Asset Management
California
$722K -$7.78K -45 -1%
CHC
1580
City Holding Co
West Virginia
$720K – – –
LA
1581
LexAurum Advisors
Kansas
$720K -$6.4K -37 -0.9%
PC
1582
Port Capital
Illinois
$719K +$6.74K +39 +0.9%
WA
1583
Waddell & Associates
Tennessee
$718K +$2.08K +12 +0.3%
SW
1584
SMART Wealth
Nebraska
$716K +$42.2K +244 +6%
CT
1585
Colonial Trust
South Carolina
$712K +$16.4K +95 +2%
YIA
1586
YHB Investment Advisors
Connecticut
$712K +$26.5K +153 +4%
CIA
1587
Cape Investment Advisory
Georgia
$712K -$14K -81 -2%
LIA
1588
LifePlan Investment Advisors
North Carolina
$712K +$51K +295 +8%
QC
1589
Quent Capital
New York
$711K +$35.3K +204 +5%
LI
1590
LRI Investments
Florida
$710K +$19.9K +115 +3%
OFG
1591
OmniStar Financial Group
North Carolina
$709K +$80.6K +466 +13%
GA
1592
Geller Advisors
New York
$709K -$173 -1 -0%
LSAG
1593
Lake Street Advisors Group
New Hampshire
$707K -$63.1K -365 -8%
AI
1594
Accredited Investors
Minnesota
$704K -$5.02K -29 -0.7%
GJWM
1595
Gilliland Jeter Wealth Management
Arkansas
$703K +$1.04K +6 +0.1%
STA
1596
Smith Thornton Advisors
Alabama
$702K +$702K +4,058 New
RWM
1597
Rench Wealth Management
Texas
$701K +$3.46K +20 +0.5%
IP
1598
Investment Partners
Ohio
$698K +$1.21K +7 +0.2%
WC
1599
Whitney & Co
New York
$694K -$5.19K -30 -0.7%
CSB
1600
City State Bank
Iowa
$692K -$52.1K -301 -7%
62 63
64
65 66