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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 %
WLPWM
1626
Walled Lake Planning & Wealth Management
Illinois
$663K +$4.15K +24 +0.6%
S
1627
SimplyRich
California
$660K +$121K +698 +22%
PGF
1628
Plan Group Financial
Oklahoma
$658K +$326K +1,887 +98%
CC
1629
Corton Capital
Ontario, Canada
$658K +$658K +3,805 New
WC
1630
Weil Company
California
$658K +$13.8K +80 +2%
QWP
1631
Quotient Wealth Partners
Texas
$657K +$11.9K +69 +2%
MIM
1632
MTM Investment Management
South Carolina
$655K +$1.21K +7 +0.2%
MCM
1633
Maple Capital Management
Vermont
$655K -$82.5K -477 -11%
FCM
1634
Firestone Capital Management
Florida
$655K – – –
WA
1635
Wealth Architects
California
$654K -$173 -1 -0%
FUBT
1636
First United Bank & Trust
Maryland
$652K – – –
HIM
1637
Hillsdale Investment Management
Ontario, Canada
$652K +$98.6K +570 +18%
IA
1638
IFG Advisory
Georgia
$651K +$651K +3,766 New
QWM
1639
Quadcap Wealth Management
Texas
$650K +$17.8K +103 +3%
RPCONE
1640
Retirement Planning Company of New England
Rhode Island
$647K +$25.9K +150 +4%
PS
1641
Planned Solutions
California
$646K – – –
CMS
1642
Capital Market Strategies
Florida
$646K +$24.6K +142 +4%
IGAM
1643
iA Global Asset Management
Quebec, Canada
$646K +$45.6K +264 +8%
EHC
1644
Everett Harris & Co
California
$646K -$25.4K -147 -4%
HCM
1645
Hengehold Capital Management
Ohio
$644K +$4.84K +28 +0.8%
SPC
1646
Spirepoint Private Client
Florida
$644K -$7.26K -42 -1%
HWA
1647
Heritage Wealth Advisors
Virginia
$644K -$80.1K -463 -11%
FHWM
1648
Fox Hill Wealth Management
Massachusetts
$643K +$456K +2,639 +245%
PM
1649
Penbrook Management
New York
$640K -$103K -595 -14%
DWA
1650
Delos Wealth Advisors
Texas
$640K +$640K +3,700 New
64 65
66
67 68