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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 %
PSCM
1926
Per Stirling Capital Management
Texas
$426K -$8.3K -48 -2%
HFP
1927
Holistic Financial Partners
Indiana
$425K +$2.08K +12 +0.5%
TCM
1928
Twin Capital Management
Pennsylvania
$425K – – –
MCM
1929
Magnolia Capital Management
New York
$425K -$31.1K -180 -7%
MHIC
1930
Marble Harbor Investment Counsel
Massachusetts
$423K -$30.3K -175 -7%
SC
1931
Sinecera Capital
Texas
$422K -$519 -3 -0.1%
BFA
1932
Brendel Financial Advisors
New Hampshire
$422K +$422K +2,438 New
Capstone Investment Advisors
1933
Capstone Investment Advisors
New York
$420K +$404K +2,335 +2,484%
AFAS
1934
Acorn Financial Advisory Services
Virginia
$419K +$1.04K +6 +0.2%
BCMLT
1935
Beacon Capital Management LLC (Tennessee)
Tennessee
$419K +$1.73K +10 +0.4%
FWA
1936
FSM Wealth Advisors
Ohio
$418K -$3.63K -21 -0.9%
VFA
1937
Voya Financial Advisors
Connecticut
$418K -$3.59K -21 -0.9%
CWP
1938
CFM Wealth Partners
Texas
$416K – – –
MWC
1939
MBM Wealth Consultants
Missouri
$416K +$3.35K +19 +0.8%
MWA
1940
Monograph Wealth Advisors
California
$416K -$1.89M -10,957 -82%
NCM
1941
Novare Capital Management
North Carolina
$416K +$2.42K +14 +0.6%
AAP
1942
Aristotle Atlantic Partners
Florida
$415K – – –
PWP
1943
Private Wealth Partners
California
$415K – – –
AA
1944
Alta Advisers
United Kingdom
$415K – – –
MJRIC
1945
Mogy Joel R Investment Counsel
California
$415K – – –
ES
1946
Eagle Strategies
New York
$415K +$223K +1,288 +116%
PCMC
1947
Private Capital Management (Colorado)
Colorado
$414K -$38K -220 -8%
OL
1948
OneFund LLC
Florida
$414K +$6.92K +40 +2%
FFWM
1949
Future Financial Wealth Management
Ohio
$414K +$519 +3 +0.1%
CAWM
1950
Capital Advisors Wealth Management
Washington
$412K +$1.73K +10 +0.4%
76 77
78
79 80