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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 %
GCA
2176
Gradient Capital Advisors
California
$315K +$865 +5 +0.3%
MIM
2177
Miller Investment Management
Pennsylvania
$315K – – –
KFA
2178
Krane Funds Advisors
New York
$315K +$315K +1,822 New
FH
2179
FWG Holdings
Florida
$314K – – –
ALC
2180
Alexander Labrunerie & Co
Missouri
$314K +$12.6K +73 +4%
MGWA
2181
Monument Group Wealth Advisors
Massachusetts
$313K – – –
CBT
2182
Central Bank & Trust
Kentucky
$313K -$2.42K -14 -0.8%
C
2183
Certuity
Florida
$312K -$17K -98 -5%
HSWM
2184
Hubbell Strickland Wealth Management
Louisiana
$312K – – –
ACM
2185
Advance Capital Management
Michigan
$312K -$121K -700 -28%
CW
2186
Cook Wealth
North Carolina
$312K +$576 +3 +0.2%
SFS
2187
Security Financial Services
Indiana
$311K +$2.77K +16 +0.9%
WW
2188
Westshore Wealth
California
$311K +$69.2K +400 +29%
OPOWM
2189
One Plus One Wealth Management
Florida
$311K +$311K +1,800 New
LMIM
2190
Lockheed Martin Investment Management
Maryland
$311K +$311K +1,800 New
FZCM
2191
Flynn Zito Capital Management
New York
$311K +$1.73K +10 +0.6%
GWM
2192
Gray Wealth Management
Maine
$311K +$2.25K +13 +0.7%
CFO
2193
CVA Family Office
Colorado
$311K +$9.86K +57 +3%
SLA
2194
Silver Lake Advisory
Utah
$310K +$38.6K +223 +14%
SI
2195
Seeds Investor
New York
$310K +$310K +1,794 New
AA
2196
AJ Advisors
Tennessee
$310K +$43.8K +253 +16%
VCAM
2197
Van Cleef Asset Management
Ohio
$310K -$17.3K -100 -5%
BAM
2198
Boyar Asset Management
New York
$310K – – –
MWM
2199
Mosley Wealth Management
California
$310K -$5.71K -33 -2%
FIB
2200
First Interstate Bank
Montana
$309K -$17.3K -100 -5%
86 87
88
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