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 %
PHS
1776
Pekin Hardy Strauss
Illinois
$535K -$444K -2,568 -45%
UAG
1777
United Advisor Group
Ohio
$534K +$33.7K +195 +7%
WWM
1778
Waterway Wealth Management
Texas
$532K +$37.2K +215 +8%
EFSCE
1779
Enterprise Financial Services Corp (EFSC)
Missouri
$532K -$23.7K -137 -4%
TNB
1780
Thomasville National Bank
Georgia
$531K +$43.4K +251 +9%
RC
1781
Reik & Co
New York
$531K – – –
CA
1782
Callahan Advisors
Texas
$531K – – –
EGA
1783
E&G Advisors
Texas
$531K – – –
SHGA
1784
Sand Hill Global Advisors
California
$530K +$76.8K +444 +17%
PSB
1785
Piscataqua Savings Bank
New Hampshire
$530K – – –
CFFP
1786
Center for Financial Planning
Michigan
$529K -$23.2K -134 -4%
CEI
1787
Clark Estates Inc
New York
$528K – – –
ACM
1788
Allred Capital Management
Texas
$528K +$1.9K +11 +0.4%
BCP
1789
Blue Chip Partners
Michigan
$527K -$3.63K -21 -0.7%
HFM
1790
Harvest Fund Management
China
$526K -$614K -3,553 -54%
RCA
1791
Resonant Capital Advisors
Wisconsin
$525K +$114K +657 +28%
HAC
1792
Harbor Advisory Corp
New Hampshire
$525K – – –
AAG
1793
Armstrong Advisory Group
Massachusetts
$524K +$35.3K +204 +7%
FNBSF
1794
First National Bank Sioux Falls
South Dakota
$523K – – –
B
1795
Bellecapital
Switzerland
$522K -$420K -2,431 -45%
WCAMG
1796
Woodard & Company Asset Management Group
North Carolina
$522K +$2.59K +15 +0.5%
TLP
1797
Trinity Legacy Partners
Texas
$521K – – –
APG
1798
Abacus Planning Group
South Carolina
$521K +$7.26K +42 +1%
SWA
1799
SOA Wealth Advisors
New York
$519K +$51.9K +300 +11%
LPT
1800
Legacy Private Trust
Wisconsin
$518K -$11.8K -68 -2%
70 71
72
73 74