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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 %
SDWMA
2276
Schneider Downs Wealth Management Advisors
Pennsylvania
$279K – – –
EFL
2277
ERn Financial LLC
Wisconsin
$278K +$3.63K +21 +1%
RMAM
2278
Raab & Moskowitz Asset Management
New Jersey
$277K -$6.75K -39 -2%
FPWM
2279
FSB Premier Wealth Management
Iowa
$277K – – –
YCG
2280
Yeomans Consulting Group
Georgia
$277K +$1.73K +10 +0.6%
HC
2281
Hamilton Capital
Ohio
$277K -$177K -1,025 -39%
SP
2282
Stonebrook Private
Michigan
$276K -$103K -597 -27%
TC
2283
TAP Consulting
Missouri
$276K +$692 +4 +0.3%
HB
2284
Horizon Bancorp
Indiana
$276K +$52K +300 +23%
KCM
2285
KRS Capital Management
Michigan
$276K -$2.77K -16 -1%
SCI
2286
Silver Coast Investments
United States
$275K +$39.4K +228 +17%
BAMG
2287
Brand Asset Management Group
Missouri
$275K +$14.7K +85 +6%
BIA
2288
Beacon Investment Advisors
Maryland
$275K +$275K +1,589 New
AWM
2289
Aprio Wealth Management
Georgia
$275K +$40.5K +234 +17%
RSWA
2290
Robinson Smith Wealth Advisors
Maine
$275K -$16.1K -93 -6%
MKA
2291
M. Kulyk & Associates
Georgia
$275K +$2.08K +12 +0.8%
AIFAIM
2292
American Institute for Advanced Investment Management
Arizona
$273K -$82.2K -475 -23%
R
2293
Rebalance
California
$273K – – –
IF
2294
Integrity Financial
Wyoming
$273K – – –
LS
2295
Livforsakringsbolaget Skandia
Sweden
$272K -$104K -600 -28%
KCM
2296
Kathmere Capital Management
Pennsylvania
$272K +$38.9K +225 +17%
VFPW
2297
Vantage Financial Partners (Wisconsin)
Wisconsin
$271K +$2.77K +16 +1%
GHA
2298
GW Henssler & Associates
Georgia
$271K -$865 -5 -0.3%
FWM
2299
Foguth Wealth Management
Michigan
$270K +$23.2K +134 +9%
FWA
2300
FSC Wealth Advisors
New York
$270K – – –
90 91
92
93 94