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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 %
TCBWMS
1876
Texas Capital Bank Wealth Management Services
Texas
$460K +$43.8K +253 +11%
CWM
1877
Centric Wealth Management
Illinois
$460K +$94.3K +492 +26%
FBB
1878
Fulton Breakefield Broenniman
Maryland
$458K -$1.38K -8 -0.3%
AGP
1879
Autumn Glory Partners
Texas
$457K – – –
AA
1880
Aire Advisors
California
$456K +$160K +926 +54%
GFP
1881
Gryphon Financial Partners
Ohio
$455K +$16.8K +97 +4%
WIC
1882
Woodmont Investment Counsel
Tennessee
$452K +$35.5K +205 +9%
HB
1883
HTLF Bank
Colorado
$451K -$51.9K -300 -10%
TIM
1884
Tortoise Investment Management
New York
$450K +$173 +1 +0%
CFG
1885
CKW Financial Group
Hawaii
$449K +$2.63K +15 +0.6%
EGM
1886
Engineers Gate Manager
New York
$449K +$449K +2,596 New
MIM
1887
Morningstar Investment Management
Illinois
$448K -$125K -723 -22%
6F
1888
626 Financial
Michigan
$448K – – –
TCM
1889
Towercrest Capital Management
Pennsylvania
$447K – – –
DAM
1890
Doheny Asset Management
California
$447K – – –
OCM
1891
Orion Capital Management
California
$446K -$51.9K -300 -10%
QPBE
1892
Quintet Private Bank (Europe)
Luxembourg
$446K -$233K -1,158 -34%
FAM
1893
Fenimore Asset Management
New York
$445K – – –
WCM
1894
Windsor Capital Management
Arizona
$445K -$13.7K -79 -3%
JWBC
1895
J.W. Burns & Co
New York
$445K – – –
DTC
1896
Davidson Trust Company
Washington
$444K -$152K -878 -25%
CCG
1897
Chatham Capital Group
Georgia
$444K – – –
CPC
1898
Cookson Peirce & Co
Pennsylvania
$443K +$443K +2,562 New
IFAM
1899
Institutional & Family Asset Management
Colorado
$443K +$865 +5 +0.2%
WBCM
1900
Wilson & Boucher Capital Management
California
$441K – – –
74 75
76
77 78