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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 %
MIM
2076
Moseley Investment Management
Florida
$356K +$7.96K +46 +2%
Fidelity International
2077
Fidelity International
Bermuda
$356K -$13.5K -78 -4%
CCC
2078
Chelsea Counsel Company
California
$355K – – –
KAS
2079
KPP Advisory Services
Kentucky
$354K – – –
MIA
2080
MeadowBrook Investment Advisors
Michigan
$354K -$40.6K -235 -10%
MGAM
2081
McGowan Group Asset Management
Texas
$354K – – –
MWM
2082
Mattern Wealth Management
Kansas
$353K -$8.65K -50 -2%
SC
2083
Saturna Capital
Washington
$353K +$353K +2,043 New
SRB
2084
Shotwell Rutter Baer
Michigan
$353K +$529 +3 +0.2%
SC
2085
Sepio Capital
Utah
$353K -$35.1K -203 -9%
HFAS
2086
Hummer Financial Advisory Services
Illinois
$353K -$10.6K -61 -3%
KPWG
2087
KFA Private Wealth Group
Virginia
$353K +$52.4K +303 +17%
SAI
2088
Systematic Alpha Investments
New Jersey
$353K – – –
LAM
2089
Lifestyle Asset Management
Texas
$352K -$18.5K -107 -5%
MIG
2090
McGuire Investment Group
Rhode Island
$352K – – –
FDCP
2091
Foster Dykema Cabot & Partners
Massachusetts
$352K – – –
BFG
2092
Beacon Financial Group
Texas
$352K +$23.2K +134 +7%
CPWA
2093
Cerro Pacific Wealth Advisors
California
$352K +$352K +2,035 New
TWP
2094
Tower Wealth Partners
Pennsylvania
$351K -$1.73K -10 -0.5%
AWM
2095
Ariadne Wealth Management
California
$351K +$351K +2,031 New
VAF
2096
Values Added Financial
District of Columbia
$351K +$18.2K +105 +5%
VCP
2097
Vista Capital Partners
Oregon
$351K +$346 +2 +0.1%
USB
2098
Union Savings Bank
Connecticut
$349K – – –
HI
2099
Humankind Investments
New York
$348K -$22.8K -132 -6%
NFG
2100
Nadler Financial Group
Illinois
$348K -$16.4K -95 -5%
82 83
84
85 86