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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
BBVA
276
Banco Bilbao Vizcaya Argentaria
Spain
$13.6M -$388K -2,905 -3%
CIBC Asset Management
277
CIBC Asset Management
Ontario, Canada
$13.5M -$312K -2,332 -2%
HPC
278
HM Payson & Co
Maine
$13.4M -$213K -1,596 -2%
CAPTRUST Financial Advisors
279
CAPTRUST Financial Advisors
North Carolina
$13.4M +$1.28M +9,593 +11%
ETC
280
Exchange Traded Concepts
Oklahoma
$13.3M +$1.76M +13,135 +15%
Mercer Global Advisors
281
Mercer Global Advisors
Colorado
$13.3M +$2.68M +20,083 +25%
TNBTD
282
Trustmark National Bank Trust Department
Mississippi
$13.1M -$535K -4,005 -4%
ALAM
283
Asahi Life Asset Management
Japan
$13M -$1.62M -12,121 -11%
PA
284
Pinnacle Associates
New York
$12.8M +$1.1M +8,213 +9%
SDIC
285
South Dakota Investment Council
South Dakota
$12.8M
HIMCH
286
Hartford Investment Management Co (HIMCO)
Connecticut
$12.7M -$1.45M -10,879 -10%
KA
287
KLCM Advisors
Wisconsin
$12.6M -$32.2K -241 -0.3%
RCYC
288
Richard C. Young & Co
Rhode Island
$12.5M -$41.4K -310 -0.3%
PAM
289
Palisade Asset Management
Minnesota
$12.4M +$675K +5,047 +6%
BPA
290
Beacon Pointe Advisors
California
$12.1M +$4.19M +31,377 +52%
Macquarie Group
291
Macquarie Group
Australia
$12M +$650K +4,863 +6%
CSIC
292
Clifford Swan Investment Counsel
California
$11.9M -$135K -1,010 -1%
LIM
293
Lathrop Investment Management
Arkansas
$11.9M +$1.27M +9,485 +12%
DP
294
Dearborn Partners
Illinois
$11.7M -$8.29K -62 -0.1%
MCM
295
Maple Capital Management
Vermont
$11.6M +$360K +2,692 +3%
MAM
296
Majedie Asset Management
United Kingdom
$11.6M -$66.7K -499 -0.6%
Lazard Asset Management
297
Lazard Asset Management
New York
$11.6M -$486K -3,639 -4%
GG
298
Gofen & Glossberg
Illinois
$11.5M +$78.2K +585 +0.7%
Northwestern Mutual Wealth Management
299
Northwestern Mutual Wealth Management
Wisconsin
$11.4M +$719K +5,379 +7%
SI
300
Stephens Inc
Arkansas
$11.3M -$1.97M -14,713 -15%

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.