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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 %
LWA
1976
Lineweaver Wealth Advisors
Ohio
$400K -$2.25K -13 -0.6%
CPA
1977
Court Place Advisors
Maryland
$399K +$156K +900 +64%
WW
1978
Waterfront Wealth
Kansas
$399K -$69.4K -401 -15%
LPAM
1979
Lodestar Private Asset Management
California
$398K +$23.9K +138 +6%
MTIM
1980
Marathon Trading Investment Management
Pennsylvania
$398K +$398K +2,300 New
PA
1981
Prossimo Advisors
California
$397K +$397K +2,295 New
FOA
1982
Five Oceans Advisors
California
$395K -$12.3K -71 -3%
3IP
1983
3Chopt Investment Partners
Virginia
$395K +$395K +2,286 New
CWA
1984
CM Wealth Advisors
Ohio
$395K +$395K +2,286 New
MLFP
1985
MPS Loria Financial Planners
Illinois
$395K +$1.56K +9 +0.4%
NQWM
1986
Northwest Quadrant Wealth Management
Oregon
$395K +$59.8K +346 +18%
MW
1987
MBL Wealth
North Carolina
$395K -$238K -1,376 -38%
TC
1988
Truvestments Capital
Florida
$395K -$103K -595 -21%
SAA
1989
Southeast Asset Advisors
Georgia
$395K – – –
NFA
1990
Northwest Financial Advisors
Virginia
$394K +$13.3K +77 +3%
DIP
1991
Davis Investment Partners
North Carolina
$394K +$2.92K +16 +0.7%
DTL
1992
Dynamic Technology Lab
Singapore
$394K -$654K -3,783 -62%
GWAM
1993
Guardian Wealth Advisors (Minnesota)
Minnesota
$394K +$33K +191 +9%
LIG
1994
Lokken Investment Group
Delaware
$394K +$173 +1 +0%
BCM
1995
Buckhead Capital Management
Georgia
$393K -$121K -700 -24%
FFA
1996
Fragasso Financial Advisors
Pennsylvania
$393K -$97K -561 -20%
PMSA
1997
Patrick M. Sweeney & Associates
Illinois
$393K +$26.5K +156 +7%
CF
1998
Convergence Financial
Missouri
$393K +$393K +2,270 New
OW
1999
Olistico Wealth
Oklahoma
$392K -$38.6K -223 -9%
OL
2000
Optas LLC
Texas
$390K -$2.42K -14 -0.6%
78 79
80
81 82