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IBM
IBM

Overview Fund Activity

2,207 hedge funds and large institutions have $73.8B invested in IBM in 2021 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 936 increasing their positions, 799 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,207
Holders Change
+63
Holders Change %
+2.94%
% of All Funds
38.53%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.61%
New
173
Increased
936
Reduced
799
Closed
84
Calls
$2.28B
Puts
$2.34B
Net Calls
-$61.6M
Net Calls Change
+$475M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$676M
2
MWNA
2
Marshall Wace North America
New York
$150M
3
Goldman Sachs
3
Goldman Sachs
New York
$792M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$163M
5
DnB Asset Management
5
DnB Asset Management
Norway
$122M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
Franklin Resources
2
Franklin Resources
California
$621M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$63.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.29B
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
326
Moors & Cabot
Massachusetts
$9.54M +$1.01M +7,203 +12%
JC
327
Jacobs & Co
California
$9.53M +$129K +924 +1%
N
328
Natixis
France
$9.48M -$16.4M -117,195 -63%
MSRPS
329
Maryland State Retirement & Pension System
Maryland
$9.48M +$25.5K +192 +0.3%
KFP
330
Keystone Financial Planning
Ohio
$9.35M -$274K -1,958 -3%
TAIM
331
Te Ahumairangi Investment Management
New Zealand
$9.28M -$1.5M -10,669 -14%
EMPI
332
Elo Mutual Pension Insurance
Finland
$9.18M -$248K -1,771 -3%
RB
333
Rodgers Brothers
Pennsylvania
$9.15M +$198K +1,412 +2%
EAM
334
Eagle Asset Management
Florida
$8.96M +$1.67M +11,915 +23%
GWM
335
Greenwich Wealth Management
Connecticut
$8.96M -$603K -4,303 -6%
RIA
336
RPG Investment Advisory
California
$8.85M +$87.2K +622 +1%
CCM
337
Channing Capital Management
Illinois
$8.84M +$505K +3,600 +6%
NMERB
338
New Mexico Educational Retirement Board
New Mexico
$8.73M +$498K +3,556 +6%
MIM
339
Montgomery Investment Management
Maryland
$8.64M -$308K -2,196 -3%
NC
340
Nicholas Company
Wisconsin
$8.64M +$886K +6,323 +11%
GAM
341
Griffin Asset Management
New York
$8.56M +$182K +1,300 +2%
JLBC
342
J.L. Bainbridge & Co
Florida
$8.56M -$93.3K -666 -1%
RCM
343
Radnor Capital Management
Pennsylvania
$8.55M +$136K +972 +2%
MDCM
344
Morgan Dempsey Capital Management
Wisconsin
$8.54M -$200K -1,428 -2%
WT
345
Whittier Trust
California
$8.48M +$105K +748 +1%
SPIA
346
Steward Partners Investment Advisory
New York
$8.44M -$3.5M -24,970 -29%
BHWM
347
Bar Harbor Wealth Management
New Hampshire
$8.42M -$22.8K -163 -0.3%
SCM
348
Shelton Capital Management
Colorado
$8.41M -$9.58M -68,342 -53%
BPA
349
Beacon Pointe Advisors
California
$8.39M +$7.29M +51,998 +660%
Thrivent Financial for Lutherans
350
Thrivent Financial for Lutherans
Minnesota
$8.31M -$1.49M -10,618 -15%
12 13
14
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