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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 %
ACA
2026
Affinity Capital Advisors
California
$379K -$9.69K -56 -2%
BIP
2027
Blueprint Investment Partners
North Carolina
$378K -$192K -1,109 -34%
UB
2028
Umpqua Bank
Oregon
$378K +$519 +3 +0.1%
SCA
2029
Southern Capital Advisors
Tennessee
$378K +$5.19K +30 +1%
CB
2030
CNB Bank
Pennsylvania
$378K -$18.2K -105 -5%
CWM
2031
Chesapeake Wealth Management
Virginia
$378K -$72.6K -420 -16%
RCI
2032
RS Crum Inc
California
$377K +$16.9K +98 +5%
CCFM
2033
Clear Creek Financial Management
Washington
$377K +$858 +5 +0.2%
FM
2034
Family Management
New York
$377K -$2.59K -15 -0.7%
WI
2035
Wintrust Investments
Illinois
$377K +$21.6K +125 +6%
AT
2036
Arden Trust
Delaware
$377K +$35.5K +205 +10%
ICA
2037
Infrastructure Capital Advisors
New York
$376K -$4.32K -25 -1%
MCCP
2038
Mission Creek Capital Partners
California
$376K -$215K -1,245 -36%
MAP
2039
Moody Aldrich Partners
Massachusetts
$375K +$68K +393 +22%
AFT
2040
Alpha Family Trust
California
$374K – – –
MIFH
2041
Migdal Insurance & Financial Holdings
Israel
$374K -$20.4K -118 -5%
SL
2042
Summitry LLC
California
$373K -$43.2K -250 -10%
AL
2043
Arnhold LLC
New York
$373K – – –
PIM
2044
Progressive Investment Management
Oregon
$372K – – –
SL
2045
Salomon & Ludwin
Virginia
$371K -$80.8K -467 -18%
FCA
2046
Fortis Capital Advisors
Kansas
$371K +$3.63K +21 +1%
KIG
2047
Kowal Investment Group
Wisconsin
$370K +$4.33K +25 +1%
DMKJ
2048
David M. Knott Jr
$370K – – –
PB
2049
Pinnacle Bancorp
Nebraska
$369K +$2.25K +13 +0.6%
TAM
2050
Tealwood Asset Management
Minnesota
$368K – – –
80 81
82
83 84