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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 %
CPSAC
2051
Chas P. Smith & Associates (CPS)
Florida
$368K – – –
GCIM
2052
Gunn & Company Investment Management
Florida
$368K +$368K +2,126 New
FMN
2053
Financial Management Network
California
$368K +$1.06K +6 +0.3%
PCP
2054
Proficio Capital Partners
Massachusetts
$368K +$8.82K +51 +2%
GWM
2055
Glass Wealth Management
Texas
$368K – – –
BBNA
2056
Bremer Bank National Association
Minnesota
$367K +$66.1K +382 +22%
FFG
2057
Fiduciary Financial Group
California
$367K +$367K +1,976 New
BPWM
2058
Badgley Phelps Wealth Managers
Washington
$366K +$4.67K +27 +1%
RIA
2059
Retirement Investment Advisors
Oklahoma
$365K +$365K +2,112 New
SAM
2060
Secure Asset Management
Michigan
$365K +$60.9K +352 +20%
FVWA
2061
Foster Victor Wealth Advisors
South Carolina
$364K -$5.57K -30 -2%
VI
2062
Versor Investments
New York
$364K +$364K +2,103 New
PAM
2063
Peak Asset Management
Colorado
$363K -$12.1K -70 -3%
O3W
2064
Omni 360 Wealth
New Jersey
$363K +$6.75K +39 +2%
DPIM
2065
Duff & Phelps Investment Management
Illinois
$363K -$1.46M -8,440 -80%
Cohen & Steers
2066
Cohen & Steers
New York
$363K -$6.75K -39 -2%
EAM
2067
Evanson Asset Management
California
$363K +$865 +5 +0.2%
CWA
2068
Clarus Wealth Advisors
Arizona
$362K +$58.3K +328 +19%
SSC
2069
Syverson Strege & Co
Iowa
$362K +$1.04K +6 +0.3%
KFI
2070
Key Financial Inc
Pennsylvania
$361K – – –
CPL
2071
CAP Partners LLC
Tennessee
$361K +$13.1K +76 +4%
AWMG
2072
Alliance Wealth Management Group
New Jersey
$359K – – –
DWM
2073
Destination Wealth Management
California
$359K -$23K -133 -6%
MWM
2074
Marietta Wealth Management
Georgia
$359K – – –
SGI
2075
Summit Global Investments
Utah
$359K +$18.5K +107 +5%
81 82
83
84 85