2,144 hedge funds and large institutions have $66.5B invested in IBM in 2021 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 908 increasing their positions, 832 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,144
Holders Change
+18
Holders Change %
+0.85%
% of All Funds
37.75%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.58%
New
168
Increased
908
Reduced
832
Closed
125
Calls
$1.64B
Puts
$2.18B
Net Calls
-$536M
Net Calls Change
-$119M
Name Holding Trade Value Shares
Change
Shares
Change %
JMFC
301
J.M. Forbes & Co
Massachusetts
$10.6M +$217K +1,704 +2%
UR
302
USCA RIA
Texas
$10.5M +$3.07M +24,128 +41%
Northwestern Mutual Wealth Management
303
Northwestern Mutual Wealth Management
Wisconsin
$10.5M +$2.52M +19,785 +32%
CCT
304
Country Club Trust
Missouri
$10.5M -$91.6K -711 -0.9%
WPC
305
Waters Parkerson & Co
Louisiana
$10.5M -$277K -2,174 -3%
CFB
306
Cullen/Frost Bankers
Texas
$10.5M +$11.3K +89 +0.1%
ZCM
307
Ziegler Capital Management
Illinois
$10.4M -$3.37M -26,421 -24%
WF
308
Welch & Forbes
Massachusetts
$10.2M -$163K -1,279 -2%
FT
309
Fiduciary Trust
Massachusetts
$10.1M -$551K -4,323 -5%
SAM
310
Securian Asset Management
Minnesota
$10.1M -$309K -2,425 -3%
Qube Research & Technologies (QRT)
311
Qube Research & Technologies (QRT)
United Kingdom
$10M -$4.27M -33,536 -30%
BRWA
312
B. Riley Wealth Advisors
Florida
$10M +$3.89M +30,537 +64%
BCM
313
Bridgeway Capital Management
Texas
$10M -$1.23M -9,623 -11%
RC
314
RegentAtlantic Capital
New Jersey
$9.87M -$1.19M -9,319 -11%
TAIM
315
Te Ahumairangi Investment Management
New Zealand
$9.79M -$13.4K -105 -0.1%
MCM
316
Maple Capital Management
Vermont
$9.68M +$318K +2,498 +3%
SCM
317
SKBA Capital Management
California
$9.65M +$9.65M +75,762 New
HAI
318
Hennessy Advisors Inc
California
$9.6M -$1.33M -10,435 -12%
LIM
319
Lathrop Investment Management
Arkansas
$9.43M -$907K -7,119 -9%
PCC
320
Park Circle Company
Maryland
$9.41M +$2.67M +20,920 +40%
TRSOTSOK
321
Teachers Retirement System of the State of Kentucky
Kentucky
$9.11M -$766K -6,015 -8%
Mercer Global Advisors
322
Mercer Global Advisors
Colorado
$9.08M +$1.09M +8,517 +14%
MSRPS
323
Maryland State Retirement & Pension System
Maryland
$9.08M +$7.16M +56,169 +373%
Cetera Investment Advisers
324
Cetera Investment Advisers
Illinois
$9.05M -$156K -1,221 -2%
Mariner
325
Mariner
Kansas
$9.02M +$425K +3,333 +5%