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IBM

2,754 hedge funds and large institutions have $95B invested in IBM in 2024 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 1,192 increasing their positions, 1,005 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $2.59B | Put options by funds: $2.02B

19% more repeat investments, than reductions

Existing positions increased: 1,192 | Existing positions reduced: 1,005

0.28% more ownership

Funds ownership: 59.56% → 59.84% (+0.28%)

7% less first-time investments, than exits

New positions opened: 153 | Existing positions closed: 164

2% less funds holding

Funds holding: 2,802 → 2,754 (-48)

9% less capital invested

Capital invested by funds: $104B → $95B (-$9.02B)

29% less funds holding in top 10

Funds holding in top 10: 69 → 49 (-20)

Holders
2,754
Holders Change
-48
Holders Change %
-1.71%
% of All Funds
39.77%
Holding in Top 10
49
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-28.99%
% of All Funds
0.71%
New
153
Increased
1,192
Reduced
1,005
Closed
164
Calls
$2.59B
Puts
$2.02B
Net Calls
+$571M
Net Calls Change
-$186M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$347M
2
UBS AM
UBS AM
Illinois
+$314M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$184M
4
Swedbank
Swedbank
Sweden
+$183M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$171M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$340M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$213M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$174M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$141M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$106M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMDAM
151
Sumitomo Mitsui DS Asset Management
Japan
$55.9M +$1.69M +9,745 +3%
Arrowstreet Capital
152
Arrowstreet Capital
Massachusetts
$55.6M -$340M -1,957,661 -86%
AFCM
153
Applied Finance Capital Management
Puerto Rico
$55.4M +$12.3M +70,646 +28%
IIM
154
INTECH Investment Management
Florida
$55M +$22.1M +127,147 +67%
Citadel Advisors
155
Citadel Advisors
Florida
$53.3M -$18.4M -106,041 -26%
Handelsbanken Fonder
156
Handelsbanken Fonder
Sweden
$53M +$19.5K +112 +0%
D.E. Shaw & Co
157
D.E. Shaw & Co
New York
$52.3M +$29.2M +167,886 +125%
Pacer Advisors
158
Pacer Advisors
Pennsylvania
$51.7M -$2.94M -16,937 -5%
Cerity Partners
159
Cerity Partners
New York
$51.4M +$2.59M +14,900 +5%
Lazard Asset Management
160
Lazard Asset Management
New York
$51M -$579K -3,331 -1%
SOMRS
161
State of Michigan Retirement System
Michigan
$50.8M +$678K +3,900 +1%
SAM
162
Silvercrest Asset Management
New York
$50.6M -$1.95M -11,221 -4%
Creative Planning
163
Creative Planning
Kansas
$49.5M +$3.04M +17,475 +7%
Cetera Investment Advisers
164
Cetera Investment Advisers
Illinois
$49.1M -$1.63M -9,358 -3%
BHIA
165
Birch Hill Investment Advisors
Massachusetts
$49M -$267K -1,535 -0.5%
ZIM
166
Zacks Investment Management
Illinois
$48.9M +$1.3M +7,453 +3%
FAFTFSNP
167
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$48.6M +$48.9M +281,181 New
CAI
168
Capital Advisors Inc
Oklahoma
$48.1M +$772K +4,445 +2%
UH
169
Unigestion Holding
Switzerland
$47.1M +$25M +143,643 +99%
RCMU
170
Rokos Capital Management (UK)
United Kingdom
$47M +$47.2M +271,694 New
Mariner
171
Mariner
Kansas
$46.7M +$2.8M +16,132 +6%
KCM
172
Kornitzer Capital Management
Kansas
$46.5M -$338K -1,943 -0.7%
ASRS
173
Arizona State Retirement System
Arizona
$46M +$649K +3,734 +1%
Brown Advisory
174
Brown Advisory
Maryland
$45.9M +$672K +3,867 +1%
VF
175
Vest Financial
Virginia
$45.6M +$5.15M +29,626 +13%
5 6
7
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IBM Hedge Fund Activity: Q2 2024 in Review

2,754 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q2 2024, worth a combined $95B — down 8.7% from $104B a quarter earlier.

Sellers outnumbered buyers: 164 funds closed out of IBM and 153 opened new positions — a net loss of 11 holders — while 1,005 trimmed existing stakes and 1,192 added.

The largest buyer was Capital World Investors, adding an estimated $347M. The largest seller was Arrowstreet Capital, cutting an estimated $340M.

  • 2,754 institutional investors held IBM (IBM) as of Q2 2024, down from 2,802 in Q1 2024.
  • Funds reported $95B of IBM stock for Q2 2024, down 8.7% quarter-over-quarter.
  • 153 funds opened new IBM positions in Q2 2024 and 164 closed out, a net change of -11 holders.
  • The largest IBM buyer in Q2 2024 was Capital World Investors, an estimated $347M added.
  • The largest IBM seller in Q2 2024 was Arrowstreet Capital, an estimated $340M sold.

Based on aggregated 13F filings for Q2 2024.