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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 %
GTAM
2126
Global Trust Asset Management
Florida
$339K – – –
SN
2127
Sittner & Nelson
Oregon
$339K +$36.7K +212 +12%
PSC
2128
Prentiss Smith & Co
Vermont
$339K – – –
FG
2129
Foster Group
Iowa
$339K +$16.4K +95 +5%
ME
2130
McIlrath & Eck
Washington
$338K – – –
CCA
2131
Childress Capital Advisors
Texas
$338K -$20.4K -118 -6%
WAL
2132
W Advisors LLC
Tennessee
$337K +$2.42K +14 +0.7%
MHR
2133
Matthew Hamilton Rosenberg
$336K – – –
EBT
2134
Enterprise Bank & Trust
Massachusetts
$336K +$5.71K +33 +2%
CWP
2135
Concord Wealth Partners
Virginia
$335K -$21.4K -124 -6%
SRSA
2136
S.R. Schill & Associates
Washington
$334K -$519K -3,000 -61%
CHAM
2137
Clear Harbor Asset Management
Connecticut
$333K +$4.32K +25 +1%
RC
2138
Roundview Capital
New Jersey
$333K -$99.8K -577 -23%
FA
2139
Fagan Associates
New York
$332K – – –
PPW
2140
Pasadena Private Wealth
California
$332K -$154K -890 -32%
WA
2141
Wambolt & Associates
Colorado
$330K -$42K -240 -11%
RTC
2142
Riverview Trust Company
Washington
$330K – – –
LWM
2143
Lyell Wealth Management
California
$330K -$8.82K -51 -3%
SL
2144
Stevard LLC
Illinois
$329K +$34.6K +200 +12%
SMWM
2145
Silvia McColl Wealth Management
California
$329K – – –
CC
2146
Capital Counsel
New York
$329K – – –
CWM
2147
Calamos Wealth Management
Illinois
$327K +$136K +786 +71%
PCM
2148
Palisade Capital Management
New Jersey
$327K +$25.9K +150 +9%
VCWA
2149
Vanguard Capital Wealth Advisors
Colorado
$327K +$1.56K +9 +0.5%
HCMT
2150
Highland Capital Management (Tennessee)
Tennessee
$327K +$4.67K +27 +1%
84 85
86
87 88