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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 %
AT
2401
Avalon Trust
New Mexico
$235K – – –
EI
2402
Ellevest Inc
New York
$235K +$2.59K +15 +1%
KA
2403
Kooman & Associates
Pennsylvania
$235K +$346 +2 +0.1%
WCF
2404
West Coast Financial
California
$235K +$18.3K +106 +8%
AWP
2405
Abacus Wealth Partners
California
$234K +$8.3K +48 +4%
SC
2406
Schiavi & Co
Delaware
$234K – – –
NCM
2407
Noesis Capital Mangement
Florida
$233K +$233K +1,345 New
CP
2408
Canopy Partners
Ohio
$233K +$24.6K +142 +12%
MC
2409
Machina Capital
France
$232K +$232K +1,343 New
SWC
2410
Spectrum Wealth Counsel
Indiana
$232K – – –
AWA
2411
Authentikos Wealth Advisory
California
$232K – – –
TTWM
2412
TCV Trust & Wealth Management
Virginia
$232K +$34.6K +200 +18%
BO
2413
Bank OZK
Arkansas
$231K -$1.9K -11 -0.8%
WCM
2414
WealthBridge Capital Management
Ohio
$231K -$12.8K -74 -5%
BWM
2415
Boyd Wealth Management
California
$231K – – –
RCM
2416
RB Capital Management
Nevada
$230K +$1.04K +6 +0.5%
TFIPS
2417
Towarzystwo Funduszy Inwestycyjnych PZU SA
$230K – – –
MC
2418
Mathes Company
New York
$230K +$230K +1,332 New
WA
2419
WESPAC Advisors
California
$230K -$66.6K -385 -22%
JWM
2420
JGP Wealth Management
Oregon
$229K -$1.56K -9 -0.7%
FFA
2421
Florida Financial Advisors
Florida
$229K +$40.8K +271 +22%
JCM
2422
Jacobsen Capital Management
Utah
$229K +$30.8K +178 +16%
LC
2423
Lincoln Capital
Nebraska
$229K +$1.73K +10 +0.8%
SIC
2424
SJS Investment Consulting
Ohio
$228K +$8.65K +50 +4%
NRC
2425
New Republic Capital
North Carolina
$228K -$102K -587 -31%
95 96
97
98 99