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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 %
FPCP
1701
Fort Point Capital Partners
California
$598K -$23.9K -138 -4%
I2I
1702
Insight 2811 Inc
Illinois
$597K -$17.3K -100 -3%
PBO
1703
Peoples Bank (Ohio)
Ohio
$597K +$41K +237 +7%
PTP
1704
Platform Technology Partners
New York
$597K +$597K +3,449 New
TCM
1705
Telos Capital Management
California
$596K -$6.4K -37 -1%
A
1706
Allianz
Germany
$596K -$1.25M -7,242 -68%
SIA
1707
Soltis Investment Advisors
Utah
$591K +$16.1K +93 +3%
SIS
1708
Strategic Investment Solutions
Illinois
$591K +$591K +3,369 New
KFS
1709
Kurt F. Somerville
$590K -$17.3K -100 -3%
FPFS
1710
First Personal Financial Services
North Carolina
$589K -$4.32K -25 -0.7%
SMC
1711
Smith, Moore & Co
Missouri
$586K +$151K +875 +35%
CP
1712
Creekside Partners
California
$584K +$584K +3,378 New
TFF
1713
The Family Firm
Maryland
$583K +$1.04K +6 +0.2%
ZB
1714
Zions Bancorporation
Utah
$583K -$107K -619 -16%
AIM
1715
Avity Investment Management
Connecticut
$582K -$30.3K -175 -5%
GF
1716
Gries Financial
Ohio
$581K -$2.99M -17,287 -84%
VFP
1717
Verus Financial Partners
Virginia
$581K – – –
PP
1718
Paloma Partners
Connecticut
$581K +$581K +3,357 New
FSC
1719
Full Sail Capital
Oklahoma
$579K +$1.21K +7 +0.2%
FNC
1720
First National Corp
Massachusetts
$578K -$22.3K -129 -4%
OF
1721
Outfitter Financial
Maine
$578K +$8.65K +50 +2%
BFG
1722
Baron Financial Group
New Jersey
$578K +$865 +5 +0.1%
GLLW
1723
Graves Light Lenhart Wealth
Virginia
$577K +$350 +2 +0.1%
HCM
1724
Hutchinson Capital Management
California
$577K -$519 -3 -0.1%
TIA
1725
Traphagen Investment Advisors
New Jersey
$576K +$23K +133 +4%
67 68
69
70 71