We are live on ! Find out more

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
JC
326
Jacobs & Co
California
$9.89M +$870K +6,508 +10%
SGK
327
Steigerwald Gordon & Koch
Virginia
$9.74M +$596K +4,462 +6%
HAI
328
Hennessy Advisors Inc
California
$9.72M -$182K -1,360 -2%
Thrivent Financial for Lutherans
329
Thrivent Financial for Lutherans
Minnesota
$9.65M +$1.63M +12,180 +21%
RC
330
RegentAtlantic Capital
New Jersey
$9.63M -$299K -2,234 -3%
MSRPS
331
Maryland State Retirement & Pension System
Maryland
$9.56M
HIMC
332
Heritage Investors Management Corp
Maryland
$9.53M -$146K -1,094 -2%
TRSOTSOK
333
Teachers Retirement System of the State of Kentucky
Kentucky
$9.49M
JLBC
334
J.L. Bainbridge & Co
Florida
$9.39M +$1.29M +9,622 +16%
AAA
335
Adams Asset Advisors
Texas
$9.34M -$292K -2,186 -3%
SCM
336
Shelton Capital Management
Colorado
$9.3M +$1.34M +10,057 +17%
FT
337
Fiduciary Trust
Massachusetts
$9.16M -$430K -3,214 -4%
TAIM
338
Te Ahumairangi Investment Management
New Zealand
$9.08M +$294K +2,197 +3%
CIA
339
Capital Investment Advisors
Georgia
$9.08M -$18K -135 -0.2%
MC
340
Moors & Cabot
Massachusetts
$9.08M +$34.1K +255 +0.4%
CCM
341
Channing Capital Management
Illinois
$8.99M +$616K +4,605 +7%
VIA
342
Vident Investment Advisory
Georgia
$8.97M +$3.7M +27,707 +70%
ASN
343
Advisory Services Network
Georgia
$8.91M +$2.24M +16,761 +33%
CA
344
Cetera Advisors
Colorado
$8.86M +$1.29M +9,625 +17%
RIA
345
RPG Investment Advisory
California
$8.78M +$400K +2,992 +5%
KFP
346
Keystone Financial Planning
Ohio
$8.75M -$108K -811 -1%
WG
347
Winton Group
United Kingdom
$8.72M +$1.25M +9,324 +17%
EMPI
348
Elo Mutual Pension Insurance
Finland
$8.7M
RB
349
Rodgers Brothers
Pennsylvania
$8.68M
GWM
350
Greenwich Wealth Management
Connecticut
$8.58M +$90.9K +680 +1%

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.