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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
MOACM
251
Mutual of America Capital Management
New York
$16.3M +$139K +1,043 +0.9%
USCWA
252
U.S. Capital Wealth Advisors
Texas
$16.2M +$16.3M +122,238 New
IIM
253
Intact Investment Management
Quebec, Canada
$16.2M -$154K -1,150 -0.9%
CFIA
254
Cantor Fitzgerald Investment Advisors
New York
$16M +$31.4K +235 +0.2%
IG
255
ING Group
Netherlands
$15.8M +$2.29M +17,163 +17%
ARMC
256
American Research & Management Company
Massachusetts
$15.8M -$427K -3,191 -3%
WP
257
Woodline Partners
California
$15.7M +$15.8M +118,267 New
AIP
258
ARS Investment Partners
New York
$15.6M +$185K +1,387 +1%
COPPSERS
259
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$15.6M +$52.4K +392 +0.3%
PGFC
260
Peapack-Gladstone Financial Corp
New Jersey
$15.5M +$2.17M +16,226 +16%
Mariner
261
Mariner
Kansas
$15.1M +$4.24M +31,688 +39%
AIS
262
American Investment Services
Massachusetts
$14.9M +$657K +4,912 +5%
Axa
263
Axa
France
$14.9M -$23.6M -176,738 -60%
WB
264
WesBanco Bank
West Virginia
$14.9M -$481K -3,595 -3%
JCM
265
Janney Capital Management
Pennsylvania
$14.9M +$3.15M +23,591 +27%
NB
266
Norinchukin Bank
Japan
$14.6M +$613K +4,582 +4%
MLICM
267
Metropolitan Life Insurance Company (MetLife)
New York
$14.6M -$461K -3,446 -3%
Daiwa Securities Group
268
Daiwa Securities Group
Japan
$14.6M +$853K +6,384 +6%
BSA
269
Braun Stacey Associates
New York
$14.5M +$977K +7,306 +7%
KAS
270
Kestra Advisory Services
Texas
$14.5M -$1.06M -7,945 -7%
VV
271
Verity & Verity
South Carolina
$14.3M +$54.9K +411 +0.4%
Nomura Holdings
272
Nomura Holdings
Japan
$14.2M +$11.1M +82,860 +367%
MML Investors Services
273
MML Investors Services
Massachusetts
$14.2M +$1.98M +14,785 +16%
TF
274
TIAA FSB
Florida
$14.1M -$370K -2,769 -3%
FNT
275
First National Trust
Pennsylvania
$13.6M +$309K +2,315 +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.