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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
SW
351
SteelPeak Wealth
California
$8.46M +$796K +5,954 +10%
MIM
352
Montgomery Investment Management
Maryland
$8.3M +$112K +836 +1%
PI
353
PGGM Investments
Netherlands
$8.28M +$745K +5,570 +10%
NC
354
Nicholas Company
Wisconsin
$8.19M
GAM
355
Griffin Asset Management
New York
$8.16M +$46.9K +351 +0.6%
TC
356
TownSquare Capital
Utah
$8.15M +$810K +6,059 +11%
VIM
357
Vancity Investment Management
British Columbia, Canada
$8.13M +$1.43M +10,692 +21%
NMERB
358
New Mexico Educational Retirement Board
New Mexico
$8.12M -$154K -1,150 -2%
CLOS
359
Compagnie Lombard Odier SCmA
Switzerland
$8.04M +$225K +1,682 +3%
NIA
360
NIA Impact Advisors
California
$8.03M +$183K +1,370 +2%
WA
361
WealthTrust Axiom
Pennsylvania
$7.97M +$302K +2,259 +4%
BHWM
362
Bar Harbor Wealth Management
New Hampshire
$7.96M -$25.1K -188 -0.3%
LSERS
363
Louisiana State Employees Retirement System
Louisiana
$7.75M +$14K +105 +0.2%
CC
364
Cannell & Co
New York
$7.71M +$80.5K +602 +1%
MYIA
365
Mount Yale Investment Advisors
Colorado
$7.71M +$1.81M +13,557 +30%
MDCM
366
Morgan Dempsey Capital Management
Wisconsin
$7.7M -$396K -2,961 -5%
SF
367
Synovus Financial
Georgia
$7.69M +$1.32M +9,911 +21%
CCMD
368
Cypress Capital Management (Delaware)
Delaware
$7.65M
AAIM
369
American Assets Investment Management
California
$7.64M +$1.54M +11,506 +25%
SWM
370
Stockman Wealth Management
Montana
$7.57M +$284K +2,125 +4%
PCC
371
Park Circle Company
Maryland
$7.53M -$3M -22,414 -28%
BCV
372
Banque Cantonale Vaudoise
Switzerland
$7.52M -$261K -1,949 -3%
WT
373
Whittier Trust
California
$7.47M -$570K -4,265 -7%
SBWIC
374
Schaper Benz & Wise Investment Counsel
Wisconsin
$7.43M +$157K +1,171 +2%
SG Americas Securities
375
SG Americas Securities
New York
$7.4M -$26.8M -200,822 -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.