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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
CFB
301
Cullen/Frost Bankers
Texas
$11.3M +$645K +4,823 +6%
CIC
302
Canal Insurance Company
South Carolina
$11.3M
JMFC
303
J.M. Forbes & Co
Massachusetts
$11.2M +$165K +1,234 +1%
Man Group
304
Man Group
United Kingdom
$11.1M +$843K +6,309 +8%
WPC
305
Waters Parkerson & Co
Louisiana
$11.1M -$97.7K -731 -0.9%
AAF
306
Andra AP-fonden
Sweden
$11M +$13.9K +104 +0.1%
Cetera Investment Advisers
307
Cetera Investment Advisers
Illinois
$11M -$1M -7,498 -8%
BRWA
308
B. Riley Wealth Advisors
Florida
$11M -$170K -1,268 -2%
BF
309
BOK Financial
Oklahoma
$10.9M +$11M +82,151 New
KIP
310
Kayak Investment Partners
California
$10.9M +$10.9M +81,797 New
RFC
311
Regions Financial Corp
Alabama
$10.6M -$363K -2,714 -3%
MAM
312
Meeder Asset Management
Ohio
$10.5M +$2.87M +21,447 +37%
WF
313
Welch & Forbes
Massachusetts
$10.5M +$14.2K +106 +0.1%
SAM
314
Securian Asset Management
Minnesota
$10.4M -$74.9K -560 -0.7%
ECM
315
Estabrook Capital Management
New York
$10.4M -$265K -1,979 -2%
Lido Advisors
316
Lido Advisors
California
$10.4M +$941K +7,038 +10%
CAN
317
Cetera Advisor Networks
California
$10.4M +$130K +975 +1%
CCT
318
Country Club Trust
Missouri
$10.4M -$223K -1,670 -2%
EAM
319
Eagle Asset Management
Florida
$10.3M +$1.84M +13,765 +22%
SPIA
320
Steward Partners Investment Advisory
New York
$10.1M +$2.16M +16,146 +27%
FCI
321
Financial Counselors Inc
Kansas
$10.1M -$5.85M -43,753 -36%
BCM
322
Bridgeway Capital Management
Texas
$10.1M +$336K +2,510 +3%
ATC
323
Argent Trust Co
Tennessee
$10M +$365K +2,729 +4%
SCM
324
SKBA Capital Management
California
$10M
AIMCA
325
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$9.92M +$4.38M +32,740 +78%

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.