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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 %
BIC
1651
Beach Investment Counsel
Pennsylvania
$639K -$183K -1,056 -22%
LWM
1652
Laidlaw Wealth Management
New York
$637K -$18K -104 -3%
HAM
1653
Harmony Asset Management
Arizona
$637K +$232K +1,343 +57%
FCP
1654
Fidelis Capital Partners
Florida
$637K -$1.49K -8 -0.2%
IIC
1655
Integrated Investment Consultants
Michigan
$637K – – –
MPIA
1656
Mountain Pacific Investment Advisers
Idaho
$635K – – –
UBG
1657
United Bank (Georgia)
Georgia
$635K +$401K +2,316 +171%
SC
1658
Sawyer & Company
Massachusetts
$633K -$9.51K -55 -1%
WA1
1659
Wimmer Associates 1
California
$633K -$48.4K -280 -7%
HKAM
1660
Horizon Kinetics Asset Management
New York
$631K +$3.46K +20 +0.6%
JC
1661
JB Capital
Connecticut
$631K +$66.1K +382 +12%
KWMG
1662
King Wealth Management Group
Florida
$631K -$63.3K -366 -9%
OHWP
1663
Oak Harbor Wealth Partners
North Carolina
$629K -$59.5K -344 -9%
CAAM
1664
Cornerstone Advisors Asset Management
Pennsylvania
$627K – – –
GSB
1665
Greenfield Savings Bank
Massachusetts
$626K -$8.99K -52 -1%
GC
1666
Gilbert & Cook
Iowa
$625K -$43.8K -253 -7%
LGA
1667
Lebenthal Global Advisors
New York
$624K +$149K +863 +31%
NHT
1668
New Hampshire Trust
New Hampshire
$623K – – –
CWG
1669
Cornerstone Wealth Group
North Carolina
$622K +$28.2K +163 +5%
CPP
1670
Capasso Planning Partners
South Carolina
$621K -$13.7K -79 -2%
FAG
1671
Fortitude Advisory Group
Washington
$621K -$158K -915 -20%
FCAS
1672
First Command Advisory Services
Texas
$621K -$2.42K -14 -0.4%
SWMP
1673
Signature Wealth Management Partners
New Jersey
$620K +$346 +2 +0.1%
LI
1674
Lafayette Investments
Maryland
$620K -$13K -75 -2%
BCFD
1675
Boit C.F. David
$620K – – –
65 66
67
68 69