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
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
426
Columbia Asset Management
Michigan
$5.37M -$148K -1,162 -3%
Impax Asset Management Group
427
Impax Asset Management Group
United Kingdom
$5.37M +$1.78M +14,010 +50%
BBA
428
BLB&B Advisors
Pennsylvania
$5.36M -$1.66M -13,036 -24%
GIM
429
Goelzer Investment Management
Indiana
$5.35M -$716K -5,617 -12%
GWM
430
Geneos Wealth Management
Colorado
$5.3M -$201K -1,481 -4%
WG
431
Winton Group
United Kingdom
$5.28M +$1.88M +14,786 +55%
JIC
432
Johnson Investment Counsel
Ohio
$5.23M -$386K -3,028 -7%
EGM
433
Engineers Gate Manager
New York
$5.22M -$1.91M -14,999 -27%
HA
434
Hamel Associates
New Jersey
$5.22M +$4.91M +38,504 +1,567%
RIL
435
Rothschild Investment LLC
Illinois
$5.22M -$88.3K -693 -2%
AF
436
Alerus Financial
North Dakota
$5.2M +$82.3K +646 +2%
NRS
437
Neville Rodie & Shaw
New York
$5.19M -$94K -738 -2%
GIM
438
Grassi Investment Management
California
$5.17M -$53.4K -419 -1%
MA
439
MUFG Americas
New York
$5.17M -$34.1K -268 -0.7%
CB
440
Cadence Bank
Mississippi
$5.17M -$23.8K -187 -0.5%
MSAM
441
Moloney Securities Asset Management
Missouri
$5.15M -$636K -4,988 -11%
SAM
442
Shell Asset Management
Netherlands
$5.12M -$1.57M -12,301 -23%
1SB
443
1ST Source Bank
Indiana
$5.12M -$48.2K -378 -0.9%
TCM
444
Tufton Capital Management
Maryland
$5.11M -$31.3K -246 -0.6%
SA
445
SRN Advisors
Pennsylvania
$5.1M +$1.88M +14,784 +59%
WAM
446
World Asset Management
Michigan
$5.09M -$85.9K -633 -2%
X
447
Xponance
Pennsylvania
$5.09M -$6.46M -50,736 -56%
MFG
448
Monte Financial Group
Connecticut
$5.07M +$690K +5,416 +16%
BC
449
Bartlett & Co
Ohio
$5.06M -$2.67M -20,992 -35%
BCWM
450
Bartlett & Co Wealth Management
Ohio
$5.06M -$2.67M -20,992 -35%