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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 %
Loomis, Sayles & Company
2426
Loomis, Sayles & Company
Massachusetts
$228K -$691 -4 -0.3%
CW
2427
Channel Wealth
California
$228K -$19.9K -115 -8%
NPPM
2428
North Point Portfolio Managers
Ohio
$228K +$16.6K +96 +8%
WCWM
2429
Willow Creek Wealth Management
California
$227K +$3.63K +21 +2%
WC
2430
Woodstock Corp
Massachusetts
$227K – – –
SCM
2431
Sollinda Capital Management
Florida
$227K +$227K +1,311 New
MPW
2432
MA Private Wealth
California
$225K – – –
MW
2433
Maia Wealth
Colorado
$225K +$225K +1,230 New
NED
2434
Nancy E. Dempze
$225K +$225K +1,300 New
VPP
2435
Vertex Planning Partners
Illinois
$225K -$14.4K -83 -6%
BF
2436
Blankinship & Foster
California
$225K – – –
SA
2437
Strategic Advocates
Utah
$224K +$224K +1,298 New
AHL
2438
Abel Hall LLC
Louisiana
$224K +$17.5K +101 +8%
WWC
2439
Waypoint Wealth Counsel
Georgia
$224K +$173 +1 +0.1%
SP
2440
Systematic Portfolios
New York
$223K +$223K +1,292 New
CFO
2441
Callan Family Office
Pennsylvania
$223K +$223K +1,291 New
FPB
2442
First PREMIER Bank
South Dakota
$223K – – –
C
2443
Covestor
United Kingdom
$223K +$11.6K +67 +6%
T
2444
TNF
Montana
$223K – – –
NCM
2445
Neumann Capital Management
California
$222K – – –
CL
2446
CIM LLC
New York
$222K – – –
HAS
2447
Horizon Advisory Services
New York
$222K – – –
PCMC
2448
Paragon Capital Management (Colorado)
Colorado
$222K +$346 +2 +0.2%
GWP
2449
Gateway Wealth Partners
Wisconsin
$222K -$3.63K -21 -2%
LF
2450
LifeSteps Financial
California
$222K +$519 +3 +0.2%
96 97
98
99 100