IBM
IBM
2,810 hedge funds and large institutions have $104B invested in IBM in 2024 Q1 according to their latest regulatory filings, with 266 funds opening new positions, 1,104 increasing their positions, 1,097 reducing their positions, and 101 closing their positions.
163% more first-time investments, than exits
New positions opened: 266 | Existing positions closed: 101
26% more call options, than puts
Call options by funds: $3.73B | Put options by funds: $2.97B
22% more capital inflows, than outflows
Capital inflows: $5.35B | Capital outflows: $4.39B
5% more funds holding
Funds holding: 2,685 → 2,810 (+125)
3% more funds holding in top 10
Funds holding in top 10: 68 → 70 (+2)
1% more repeat investments, than reductions
Existing positions increased: 1,104 | Existing positions reduced: 1,097
0.24% more ownership
Funds ownership: 59.46% → 59.7% (+0.24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.01B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$386M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$337M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$201M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$184M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$199M |
| 2 |
Goldman Sachs
New York
|
-$198M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$191M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$191M |
| 5 |
Lazard Asset Management
New York
|
-$176M |
IBM Hedge Fund Activity: Q1 2024 in Review
2,810 of the 6,966 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2024, worth a combined $104B — up 18% from $88.7B a quarter earlier.
Buyers outnumbered sellers: 266 funds opened new IBM positions and 101 closed out — a net gain of 165 holders — while 1,104 added to existing stakes and 1,097 trimmed.
The largest buyer was Vanguard Group, adding an estimated $1.01B. The largest seller was JP Morgan Chase, cutting an estimated $199M.
- 2,810 institutional investors held IBM (IBM) as of Q1 2024, up from 2,685 in Q4 2023.
- Funds reported $104B of IBM stock for Q1 2024, up 18% quarter-over-quarter.
- 266 funds opened new IBM positions in Q1 2024 and 101 closed out, a net change of +165 holders.
- The largest IBM buyer in Q1 2024 was Vanguard Group, an estimated $1.01B added.
- The largest IBM seller in Q1 2024 was JP Morgan Chase, an estimated $199M sold.
Based on aggregated 13F filings for Q1 2024.