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2,162 hedge funds and large institutions have $70.4B invested in IBM in 2021 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 970 increasing their positions, 749 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 970 | Existing positions reduced: 749

20% more call options, than puts

Call options by funds: $3.25B | Put options by funds: $2.71B

6% more funds holding in top 10

Funds holding in top 10: 3537 (+2)

0.01% less ownership

Funds ownership: 59.29%59.28% (-0.01%)

5% less capital invested

Capital invested by funds: $73.9B → $70.4B (-$3.54B)

2% less funds holding

Funds holding: 2,2152,162 (-53)

18% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 125

Holders
2,162
Holders Change
-53
Holders Change %
-2.39%
% of All Funds
37.85%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.65%
New
102
Increased
970
Reduced
749
Closed
125
Calls
$3.25B
Puts
$2.71B
Net Calls
+$540M
Net Calls Change
+$609M
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
226
Greylin Investment Management
Virginia
$19.8M +$290K +2,166 +1%
Calamos Advisors
227
Calamos Advisors
Illinois
$19.5M +$1.73M +12,950 +10%
DMC
228
Drexel Morgan & Co
Pennsylvania
$19.3M
TPSF
229
Texas Permanent School Fund
Texas
$19.2M -$1.39M -10,432 -7%
SOADOR
230
State of Alaska Department of Revenue
Alaska
$19.1M -$165K -1,238 -0.9%
MSL
231
Mackay Shields LLC
New York
$19M -$553K -4,135 -3%
CB
232
Community Bank
New York
$18.8M +$239K +1,785 +1%
DILIC
233
Dai-ichi Life Insurance Company
Japan
$18.8M -$594K -4,442 -3%
Kayne Anderson Rudnick Investment Management
234
Kayne Anderson Rudnick Investment Management
California
$18.7M -$107K -799 -0.6%
NIPH
235
NN Investment Partners Holdings
Netherlands
$18.7M +$474K +3,549 +2%
Natixis Advisors
236
Natixis Advisors
Massachusetts
$18.7M -$144K -1,074 -0.8%
HNB
237
Huntington National Bank
Ohio
$18.2M -$69K -516 -0.4%
UB
238
UMB Bank
Missouri
$18M +$14.5M +108,781 +407%
CA
239
Cullinan Associates
Kentucky
$17.6M +$651K +4,872 +4%
LCM
240
Logan Capital Management
Pennsylvania
$17.5M -$165K -1,235 -0.9%
TAF
241
Tredje AP-fonden
Sweden
$17.4M +$17.5M +130,750 New
CI Investments Inc
242
CI Investments Inc
Ontario, Canada
$17.2M +$2.54M +18,969 +17%
NAM
243
Nissay Asset Management
Japan
$17.1M +$476K +3,563 +3%
EAM
244
Erste Asset Management
Austria
$17.1M +$1.42M +10,645 +9%
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
$17M -$1.84M -13,762 -10%
BS
246
Banco Santander
Spain
$16.9M +$26.5K +198 +0.2%
II
247
IFM Investors
Australia
$16.8M -$20.6K -154 -0.1%
CDH
248
Charles D. Hyman
$16.5M +$708K +5,295 +4%
CS
249
Candriam SCA
Luxembourg
$16.4M +$492K +3,680 +3%
OC
250
Oppenheimer & Co
New York
$16.4M -$395K -2,956 -2%

IBM Hedge Fund Activity: Q3 2021 in Review

2,162 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q3 2021, worth a combined $70.4B — down 4.8% from $73.9B a quarter earlier.

Sellers outnumbered buyers: 125 funds closed out of IBM and 102 opened new positions — a net loss of 23 holders — while 749 trimmed existing stakes and 970 added.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $225M. The largest seller was American International Group, cutting an estimated $170M.

  • 2,162 institutional investors held IBM (IBM) as of Q3 2021, down from 2,215 in Q2 2021.
  • Funds reported $70.4B of IBM stock for Q3 2021, down 4.8% quarter-over-quarter.
  • 102 funds opened new IBM positions in Q3 2021 and 125 closed out, a net change of -23 holders.
  • The largest IBM buyer in Q3 2021 was Point72 Asset Management, an estimated $225M added.
  • The largest IBM seller in Q3 2021 was American International Group, an estimated $170M sold.

Based on aggregated 13F filings for Q3 2021.