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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 %
WKSWA
2251
White Knight Strategic Wealth Advisors
New Jersey
$288K +$288K +1,665 New
NSB
2252
Norway Savings Bank
Maine
$287K +$4.32K +25 +2%
WWP
2253
Waypoint Wealth Partners
California
$287K +$287K +1,658 New
SC
2254
Syon Capital
California
$286K -$3.81K -22 -1%
JPWM
2255
Jamison Private Wealth Management
Georgia
$286K +$104K +603 +57%
LF
2256
Lee Financial
Texas
$286K -$3.81K -22 -1%
GWANC
2257
Guardian Wealth Advisors (North Carolina)
North Carolina
$285K -$7.61K -44 -3%
BBNB
2258
Baker Boyer National Bank
Washington
$285K -$60.5K -350 -18%
PFP
2259
Paragon Financial Partners
California
$285K – – –
TWM
2260
Trinity Wealth Management
Pennsylvania
$284K – – –
RWP
2261
Revolve Wealth Partners
New Jersey
$284K -$1.04K -6 -0.4%
WWP
2262
WR Wealth Planners
Missouri
$284K -$519 -3 -0.2%
MMA
2263
Miracle Mile Advisors
California
$284K -$284K -1,641 -50%
ACGA
2264
Atlanta Consulting Group Advisors
Georgia
$283K – – –
PG
2265
Prostatis Group
Maryland
$283K +$20.6K +119 +8%
PCI
2266
Planning Center Inc
Illinois
$281K – – –
PRI
2267
Prepared Retirement Institute
Pennsylvania
$281K -$28.9K -167 -9%
RWS
2268
Resolute Wealth Strategies
Mississippi
$281K – – –
BFPW
2269
BOK Financial Private Wealth
Colorado
$281K – – –
CJL
2270
Cyrus J. Lawrence
New York
$280K -$690 -4 -0.2%
BWA
2271
Blodgett Wealth Advisors
California
$280K – – –
SWM
2272
Scissortail Wealth Management
Oklahoma
$280K – – –
MWM
2273
Mittelman Wealth Management
Massachusetts
$279K +$279K +1,616 New
QCM
2274
Qsemble Capital Management
New York
$279K +$279K +1,616 New
LA
2275
Latitude Advisors
Florida
$279K +$6.06K +35 +2%
89 90
91
92 93