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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
KCM
376
Kanawha Capital Management
Virginia
$7.39M +$195K +1,459 +3%
GHAM
377
Gilman Hill Asset Management
Connecticut
$7.32M +$257K +1,923 +4%
KRS
378
Kentucky Retirement Systems
Kentucky
$7.3M +$69.6K +521 +1%
Wolverine Trading
379
Wolverine Trading
Illinois
$7.29M +$2.45M +18,348 +50%
CGH
380
Crossmark Global Holdings
Texas
$7.25M +$67.8K +507 +0.9%
TAM
381
Tocqueville Asset Management
New York
$7.12M +$41.2K +308 +0.6%
BMSSC
382
B. Metzler seel. Sohn & Co
Germany
$7.12M -$132K -987 -2%
CEI
383
Clark Estates Inc
New York
$7.11M
WS
384
Wedbush Securities
California
$7.07M +$16.6K +124 +0.2%
BFS
385
Bradley Foster & Sargent
Connecticut
$7.03M -$85.3K -638 -1%
LP
386
LMR Partners
United Kingdom
$7.01M +$7.05M +52,746 New
Kovitz Investment Group Partners
387
Kovitz Investment Group Partners
Illinois
$6.99M -$176K -1,317 -2%
LA
388
Lynch & Associates
Indiana
$6.91M -$109K -813 -2%
Bessemer Group
389
Bessemer Group
New Jersey
$6.87M -$194K -1,451 -3%
LW
390
Linscomb Wealth
Texas
$6.84M +$223K +1,667 +3%
CCM
391
Cohen Capital Management
California
$6.84M
BCM
392
Brookstone Capital Management
Illinois
$6.84M +$1.14M +8,565 +20%
GIA
393
Guyasuta Investment Advisors
Pennsylvania
$6.81M +$157K +1,172 +2%
SWP
394
Stratos Wealth Partners
Ohio
$6.69M +$280K +2,095 +4%
OAM
395
Oppenheimer Asset Management
New York
$6.51M -$240K -1,795 -4%
Voloridge Investment Management
396
Voloridge Investment Management
Florida
$6.49M +$6.53M +48,851 New
CP
397
Corbenic Partners
Pennsylvania
$6.48M +$978K +7,317 +18%
GCMG
398
Gyroscope Capital Management Group
Florida
$6.41M +$173K +1,295 +3%
GAM
399
Gotham Asset Management
New York
$6.41M -$1.15M -8,640 -15%
AF
400
Ally Financial
Michigan
$6.39M

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.