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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 %
CP
2351
Castleview Partners
Texas
$254K -$12.8K -74 -5%
BOM
2352
Bank of Marin
California
$254K -$4.67K -27 -2%
SL
2353
Sentinus LLC
Illinois
$253K +$62.1K +359 +32%
WAOI
2354
Wealth Advisors of Iowa
Iowa
$253K -$864 -5 -0.3%
CFO
2355
Collective Family Office
Pennsylvania
$253K +$253K +1,460 New
MHS
2356
M Holdings Securities
Oregon
$252K -$2.36M -13,787 -90%
SCP
2357
Sivia Capital Partners
California
$252K +$15.6K +90 +7%
LSA
2358
Lansing Street Advisors
Pennsylvania
$251K +$39.6K +229 +19%
GP
2359
Girard Partners
Pennsylvania
$251K -$1.9K -11 -0.8%
WAM
2360
Worth Asset Management
Texas
$251K -$82.3K -476 -25%
DAM
2361
Diamant Asset Management
Connecticut
$251K – – –
BC
2362
Belmont Capital
California
$250K +$250K +1,448 New
TCM
2363
TruNorth Capital Management
Michigan
$250K +$49.8K +288 +25%
TAM
2364
Titleist Asset Management
Texas
$250K +$29.4K +170 +13%
FMTCOCP
2365
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$249K -$8.13K -47 -3%
RIM
2366
Rockbridge Investment Management
New York
$249K +$8.13K +47 +3%
FA
2367
Fiducient Advisors
Illinois
$249K -$326K -1,883 -57%
PWA
2368
Primoris Wealth Advisors
Florida
$249K -$8.65K -50 -3%
SNB
2369
Security National Bank
Nebraska
$248K -$40.5K -234 -14%
NWA
2370
New World Advisors
Massachusetts
$248K +$22.8K +132 +10%
AA
2371
Apriem Advisors
California
$247K -$69.2K -400 -22%
AT
2372
Arlington Trust
Alabama
$247K +$88.6K +512 +56%
ACM
2373
Ashford Capital Management
Delaware
$247K -$11.4K -66 -4%
MWM
2374
Melfa Wealth Management
Massachusetts
$246K +$21.6K +125 +10%
CH
2375
Canton Hathaway
Rhode Island
$246K +$34.6K +200 +16%
93 94
95
96 97