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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 %
CUAMC
2376
China Universal Asset Management Company
China
$246K -$71.4K -413 -23%
IAP
2377
Indie Asset Partners
Indiana
$244K +$34.9K +202 +17%
TAM
2378
Townsend Asset Management
North Carolina
$244K +$692 +4 +0.3%
FPCG
2379
Fort Pitt Capital Group
Pennsylvania
$243K – – –
SLC
2380
Second Line Capital
Louisiana
$243K +$12.6K +73 +5%
FFO
2381
Fortitude Family Office
Arizona
$243K +$161K +930 +195%
GWM
2382
GoalFusion Wealth Management
Texas
$243K – – –
KBFS
2383
Kohmann Bosshard Financial Services
Ohio
$242K +$346 +2 +0.1%
FRM
2384
Foundation Resource Management
Arkansas
$242K – – –
CWS
2385
Cypress Wealth Services
California
$241K +$10.6K +61 +5%
EWM
2386
Evermay Wealth Management
Virginia
$241K +$30.8K +178 +15%
PCMC
2387
Planning Capital Management Corporation
Pennsylvania
$241K +$1.38K +8 +0.6%
APS
2388
American Planning Services
Florida
$241K +$20.2K +117 +9%
LODC
2389
Lanham O'Dell & Company
West Virginia
$240K +$519 +3 +0.2%
NC
2390
NBW Capital
Massachusetts
$239K -$94.8K -548 -28%
STB
2391
S&T Bank
Pennsylvania
$239K – – –
AMG
2392
Asset Management Group
Connecticut
$239K +$2.25K +13 +1%
RWM
2393
Rockline Wealth Management
New York
$239K +$239K +1,381 New
NCM
2394
Nelson Capital Management
California
$239K -$2.59K -15 -1%
MSR
2395
Main Street Research
Connecticut
$238K +$2.08K +12 +0.9%
FRA
2396
Front Row Advisors
California
$238K – – –
SA
2397
Skyline Advisors
Washington
$238K +$1.73K +10 +0.7%
BCM
2398
Beck Capital Management
Texas
$237K -$10.9K -63 -4%
PA
2399
Pineridge Advisors
Missouri
$237K +$1.9K +11 +0.8%
IDBONY
2400
Israel Discount Bank of New York
New York
$236K -$215K -1,246 -48%
94 95
96
97 98