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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 %
TFP
2226
Triune Financial Partners
Kansas
$298K – – –
AAS
2227
Annex Advisory Services
Wisconsin
$296K +$49.7K +287 +20%
E3F
2228
Eight 31 Financial
Texas
$296K +$296K +1,711 New
GIP
2229
Greatmark Investment Partners
Georgia
$296K – – –
FA
2230
Fiduciary Alliance
South Carolina
$294K +$294K +1,660 New
CCA
2231
Cottonwood Capital Advisors
Utah
$294K – – –
SFC
2232
SYM Financial Corp
Indiana
$294K +$294K +1,701 New
PRWA
2233
Platte River Wealth Advisors
Colorado
$294K -$34.6K -200 -11%
AC
2234
AlphaCore Capital
California
$293K +$32.3K +187 +12%
NA
2235
Nordwand Advisors
Pennsylvania
$293K – – –
RPA
2236
Rock Point Advisors
Vermont
$293K +$4.84K +28 +2%
EDRIA
2237
Edmonds Duncan Registered Investment Advisors
Kansas
$292K – – –
PP
2238
PFS Partners
New Jersey
$292K +$1.21K +7 +0.4%
CFGA
2239
Cambridge Financial Group (Arizona)
Arizona
$292K +$4.32K +25 +2%
IPWA
2240
International Private Wealth Advisors
California
$292K -$104K -599 -26%
JCM
2241
Jag Capital Management
Missouri
$291K – – –
OBWP
2242
O'Brien Wealth Partners
Massachusetts
$291K +$519 +3 +0.2%
WHC
2243
Wulff, Hansen & Co
California
$291K – – –
APWA
2244
Atlas Private Wealth Advisors
New Jersey
$291K +$291K +1,683 New
SWM
2245
Seed Wealth Management
Illinois
$290K +$30.3K +175 +12%
FL
2246
Fort LP
Maryland
$290K -$9.51K -55 -3%
SIC
2247
Sterling Investment Counsel
New York
$289K -$76.8K -444 -21%
HIA
2248
HTG Investment Advisors
Connecticut
$289K -$25.4K -147 -8%
AFG
2249
ABLE Financial Group
Arizona
$289K +$51.9K +300 +22%
TLFA
2250
True Link Financial Advisors
California
$289K -$3.11K -18 -1%
88 89
90
91 92