IBM icon

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 %
HTIM
1726
Harbour Trust & Investment Management
Indiana
$575K -$51K -295 -8%
GPA
1727
Garrison Point Advisors
California
$574K – – –
OC
1728
Opinicus Capital
Florida
$573K +$75.1K +434 +15%
LC
1729
LCNB Corp
Ohio
$572K +$11.8K +68 +2%
PMG
1730
ProVise Management Group
Florida
$572K +$12.8K +74 +2%
SI
1731
Saxon Interests
Texas
$571K -$19.7K -114 -3%
BTW
1732
Boston Trust Walden
Massachusetts
$571K -$7.78K -45 -1%
TVM
1733
True Vision MN
Minnesota
$571K -$45.3K -262 -7%
KCM
1734
Kendall Capital Management
Maryland
$569K -$4.32K -25 -0.8%
FI
1735
FWG Investments
Kentucky
$568K +$173 +1 +0%
S
1736
Sachetta
Massachusetts
$566K +$14.5K +76 +3%
LAM
1737
Lewis Asset Management
California
$565K +$40.5K +234 +8%
AA
1738
Auxano Advisors
Washington
$564K -$346 -2 -0.1%
KWM
1739
Kolinsky Wealth Management
New Jersey
$564K +$24.9K +144 +5%
VCM
1740
Virtue Capital Management
Tennessee
$563K -$171K -927 -23%
GWM
1741
GDS Wealth Management
Texas
$563K -$15K -87 -3%
BFC
1742
Bedel Financial Consulting
Indiana
$560K -$20.2K -117 -3%
RFP
1743
Roth Financial Partners
Texas
$559K +$5.19K +30 +0.9%
MFC
1744
Mechanics Financial Corp
Ohio
$558K – – –
DIA
1745
Dana Investment Advisors
Wisconsin
$556K -$3.81K -22 -0.7%
EHWM
1746
Eads & Heald Wealth Management
Georgia
$556K -$27.7K -160 -5%
WG
1747
Wealth Group
North Carolina
$555K -$16.9K -98 -3%
KFGK
1748
Keystone Financial Group (Kentucky)
Kentucky
$554K +$13K +75 +2%
BAM
1749
Bosun Asset Management
Illinois
$553K -$20.8K -120 -4%
WIM
1750
Warwick Investment Management
Texas
$553K +$5.88K +34 +1%
68 69
70
71 72