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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 %
AIS
1951
AM Investment Strategies
Tennessee
$412K +$2.6K +15 +0.6%
CG
1952
Clarus Group
Texas
$412K -$19K -110 -4%
AIM
1953
Acropolis Investment Management
Missouri
$411K -$173 -1 -0%
KNW
1954
Kesler Norman & Wride
Utah
$410K -$10.7K -62 -3%
WB
1955
West Bancorporation
Iowa
$409K – – –
BW
1956
BIP Wealth
Georgia
$409K -$48.4K -280 -11%
KW
1957
KWB Wealth
California
$408K -$11.6K -61 -3%
PEA
1958
Park Edge Advisors
Ohio
$407K – – –
RP
1959
Rowlandmiller & Partners
Georgia
$407K +$10.4K +60 +3%
FSA
1960
Financial Security Advisor
Virginia
$407K +$519 +3 +0.1%
III
1961
Independent Investors Inc
New York
$406K – – –
MSRI
1962
Michael S. Ryan Inc
New York
$406K -$159K -920 -28%
TF
1963
Talbot Financial
Washington
$405K -$488K -2,822 -55%
RWM
1964
RBA Wealth Management
California
$404K -$110K -638 -21%
ACP
1965
Aviance Capital Partners
Florida
$404K +$2.77K +16 +0.7%
MLL
1966
Moody Lynn & Lieberson
Massachusetts
$404K -$3.72M -21,521 -90%
WOSD
1967
WFA of San Diego
California
$403K +$403K +2,333 New
BA
1968
Bridgewater Associates
Connecticut
$403K +$403K +2,332 New
BOH
1969
Bank of Hawaii
Hawaii
$403K -$92K -532 -19%
GXJ
1970
Global X Japan
Japan
$403K -$8.3K -48 -2%
LTAS
1971
Linden Thomas Advisory Services
North Carolina
$402K +$134K +773 +50%
MBTD
1972
Mechanics Bank - Trust Department
California
$402K -$22.3K -129 -5%
RWB
1973
RMR Wealth Builders
New Jersey
$402K -$206K -1,192 -34%
UAML
1974
US Asset Management LLC
Pennsylvania
$402K -$16.4K -95 -4%
BFAG
1975
Blackston Financial Advisory Group
Florida
$400K +$166K +958 +71%
77 78
79
80 81