2,342 hedge funds and large institutions have $66.8B invested in IBM in 2021 Q4 according to their latest regulatory filings, with 341 funds opening new positions, 545 increasing their positions, 1,454 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,342
Holders Change
+187
Holders Change %
+8.68%
% of All Funds
36.17%
Holding in Top 10
28
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-24.32%
% of All Funds
0.43%
New
341
Increased
545
Reduced
1,454
Closed
121
Calls
$2.61B
Puts
$2.35B
Net Calls
+$255M
Net Calls Change
-$285M
Name Holding Trade Value Shares
Change
Shares
Change %
Lazard Asset Management
301
Lazard Asset Management
New York
$11M -$627K -4,692 -5%
BRWA
302
B. Riley Wealth Advisors
Florida
$11M -$33.2K -248 -0.3%
CFB
303
Cullen/Frost Bankers
Texas
$10.9M -$489K -3,657 -4%
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$10.8M -$655K -4,897 -6%
CIC
305
Canal Insurance Company
South Carolina
$10.8M -$498K -3,726 -4%
JMFC
306
J.M. Forbes & Co
Massachusetts
$10.7M -$541K -4,050 -5%
ECM
307
Estabrook Capital Management
New York
$10.6M +$200K +1,495 +2%
RCYC
308
Richard C. Young & Co
Rhode Island
$10.6M -$2M -14,958 -16%
ASN
309
Advisory Services Network
Georgia
$10.5M +$1.48M +11,093 +17%
GG
310
Gofen & Glossberg
Illinois
$10.4M -$1.15M -8,567 -10%
CAN
311
Cetera Advisor Networks
California
$10.2M -$204K -1,523 -2%
RFC
312
Regions Financial Corp
Alabama
$10.2M -$516K -3,861 -5%
WF
313
Welch & Forbes
Massachusetts
$10.1M -$490K -3,668 -5%
Simplex Trading
314
Simplex Trading
Illinois
$10.1M +$4.28M +32,028 +74%
SCM
315
Shelton Capital Management
Colorado
$10M +$656K +4,910 +7%
SAM
316
Securian Asset Management
Minnesota
$9.9M -$565K -4,225 -5%
CCT
317
Country Club Trust
Missouri
$9.84M -$592K -4,422 -6%
SGK
318
Steigerwald Gordon & Koch
Virginia
$9.83M +$24.3K +182 +0.2%
AC
319
Allstate Corporation
Illinois
$9.79M +$8.4M +62,842 +602%
JC
320
Jacobs & Co
California
$9.78M -$174K -1,301 -2%
VIA
321
Vident Investment Advisory
Georgia
$9.75M +$715K +5,352 +8%
ATC
322
Argent Trust Co
Tennessee
$9.73M -$346K -2,592 -3%
AAA
323
Adams Asset Advisors
Texas
$9.67M +$275K +2,060 +3%
MDCM
324
Morgan Dempsey Capital Management
Wisconsin
$9.58M +$1.83M +13,683 +24%
SPIA
325
Steward Partners Investment Advisory
New York
$9.57M -$642K -4,803 -6%