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IBM
IBM

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.61B
2
BlackRock
BlackRock
New York
$8.57B
3
Renaissance Technologies
Renaissance Technologies
New York
$185M
4
ProShare Advisors
ProShare Advisors
Maryland
$174M
5
Vanguard Group
Vanguard Group
Pennsylvania
$9.95B

Top Sellers

1
IFP
Independent Franchise Partners
United Kingdom
$0
2
Capital Research Global Investors
Capital Research Global Investors
California
$369M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$11.5M
4
Prudential Financial
Prudential Financial
New Jersey
$158M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
326
Thrivent Financial for Lutherans
Minnesota
$8.91M +$1.31M +10,310 +17%
KFP
327
Keystone Financial Planning
Ohio
$8.75M -$21K -165 -0.2%
GWM
328
Greenwich Wealth Management
Connecticut
$8.69M +$195K +1,530 +2%
EMPI
329
Elo Mutual Pension Insurance
Finland
$8.57M +$129K +1,011 +2%
JC
330
Jacobs & Co
California
$8.54M +$789K +6,190 +10%
AAF
331
Andra AP-fonden
Sweden
$8.52M -$1.04M -8,159 -11%
Lido Advisors
332
Lido Advisors
California
$8.48M +$927K +7,273 +12%
AAA
333
Adams Asset Advisors
Texas
$8.44M +$526K +4,129 +7%
CIA
334
Capital Investment Advisors
Georgia
$8.43M +$663K +5,207 +9%
AI
335
AXS Investments
New York
$8.37M +$8.37M +65,674 New
SWM
336
Selective Wealth Management
Virginia
$8.3M -$526K -4,132 -6%
AII
337
AGF Investments Inc
Ontario, Canada
$8.25M -$1.47M -11,575 -15%
BCV
338
Banque Cantonale Vaudoise
Switzerland
$8.24M -$250K -1,962 -3%
SGK
339
Steigerwald Gordon & Koch
Virginia
$8.16M +$299K +2,350 +4%
RB
340
Rodgers Brothers
Pennsylvania
$8.14M +$2.75M +21,595 +51%
MIM
341
Montgomery Investment Management
Maryland
$8.13M -$8.03K -63 -0.1%
LIA
342
LS Investment Advisors
Michigan
$8.05M +$4.09M +32,109 +103%
RIA
343
RPG Investment Advisory
California
$7.97M +$161K +1,265 +2%
MDCM
344
Morgan Dempsey Capital Management
Wisconsin
$7.95M +$1.04M +8,166 +15%
SW
345
SteelPeak Wealth
California
$7.88M +$2.38M +18,647 +43%
JLBC
346
J.L. Bainbridge & Co
Florida
$7.86M +$5.48K +43 +0.1%
BMSSC
347
B. Metzler seel. Sohn & Co
Germany
$7.86M -$465K -3,653 -6%
MC
348
Moors & Cabot
Massachusetts
$7.77M +$493K +3,864 +7%
GAM
349
Gotham Asset Management
New York
$7.72M -$4.74M -37,178 -38%
BHWM
350
Bar Harbor Wealth Management
New Hampshire
$7.68M +$2.68K +21 +0%
12 13
14
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