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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 %
MCG
2201
McCollum Christoferson Group
New York
$308K – – –
ECAM
2202
East Coast Asset Management
Massachusetts
$307K +$692 +4 +0.2%
TFA
2203
Transamerica Financial Advisors
Florida
$307K – – –
WCM
2204
Wedge Capital Management
North Carolina
$306K -$1.56K -9 -0.5%
TSWM
2205
Triangle Securities Wealth Management
North Carolina
$306K -$3.29K -19 -1%
MRCM
2206
M&R Capital Management
New Jersey
$305K +$173 +1 +0.1%
EWS
2207
Eagle Wealth Strategies
New Jersey
$304K +$6.92K +40 +2%
W
2208
Wealthquest
Ohio
$304K +$6.4K +37 +2%
HWA
2209
HCR Wealth Advisors
California
$303K – – –
RA
2210
Rise Advisors
New York
$303K +$43.1K +249 +17%
PWM
2211
Prosperity Wealth Management
California
$303K -$22K -127 -7%
OC
2212
Oakworth Capital
Alabama
$303K – – –
GITFIT
2213
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$303K – – –
CCM
2214
Coerente Capital Management
Ontario, Canada
$303K -$51.9K -300 -15%
TCWM
2215
Total Clarity Wealth Management
Illinois
$303K -$3.81K -22 -1%
PTB
2216
Pioneer Trust Bank
Oregon
$302K – – –
PWP
2217
Phillips Wealth Planners
Mississippi
$302K +$16.4K +92 +6%
AIA
2218
Alera Investment Advisors
Illinois
$302K +$302K +1,744 New
FNWA
2219
Financial Network Wealth Advisors
Utah
$301K +$9.88K +57 +3%
MC
2220
Middleton & Co
Massachusetts
$301K +$10.4K +60 +4%
MAM
2221
Marotta Asset Management
Virginia
$301K +$301K +1,720 New
LA
2222
LVW Advisors
New York
$301K +$1.9K +11 +0.6%
MA
2223
MAS Advisors
Florida
$301K +$17.3K +100 +6%
RP
2224
Rice Partnership
Hawaii
$301K -$1.9K -11 -0.6%
MAG
2225
MRA Advisory Group
New Jersey
$299K +$8.82K +51 +3%
87 88
89
90 91