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IBM

2,152 hedge funds and large institutions have $66.7B invested in IBM in 2021 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 911 increasing their positions, 835 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 126

9% more repeat investments, than reductions

Existing positions increased: 911 | Existing positions reduced: 835

4% more capital invested

Capital invested by funds: $63.9B → $66.7B (+$2.78B)

1% more funds holding

Funds holding: 2,135 → 2,152 (+17)

0.73% less ownership

Funds ownership: 59.56% → 58.83% (-0.73%)

6% less funds holding in top 10

Funds holding in top 10: 35 → 33 (-2)

25% less call options, than puts

Call options by funds: $1.64B | Put options by funds: $2.18B

Holders
2,152
Holders Change
+17
Holders Change %
+0.8%
% of All Funds
37.78%
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
911
Reduced
835
Closed
126
Calls
$1.64B
Puts
$2.18B
Net Calls
-$536M
Net Calls Change
-$127M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$279M
2
BlackRock
BlackRock
New York
+$252M
3
Renaissance Technologies
Renaissance Technologies
New York
+$139M
4
ProShare Advisors
ProShare Advisors
Maryland
+$124M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$111M

Top Sellers

Rank Fund Capital Flow
1
IFP
Independent Franchise Partners
United Kingdom
-$560M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$457M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$154M
4
Prudential Financial
Prudential Financial
New Jersey
-$103M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$93.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$464M -$56.1M -468,775 -11%
First Trust Advisors
27
First Trust Advisors
Illinois
$463M +$30M +250,855 +7%
UBS Group
28
UBS Group
Switzerland
$449M +$29.1M +243,012 +7%
LSV Asset Management
29
LSV Asset Management
Illinois
$411M -$27.7M -231,127 -7%
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$400M +$11.4M +95,161 +3%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$372M +$1.2M +10,044 +0.3%
Capital Research Global Investors
32
Capital Research Global Investors
California
$369M -$457M -3,818,562 -57%
PPA
33
Parametric Portfolio Associates
Washington
$367M +$5.04M +42,084 +1%
Deutsche Bank
34
Deutsche Bank
Germany
$358M -$13.5M -112,790 -4%
CS
35
Credit Suisse
Switzerland
$287M -$37.6M -314,102 -12%
Federated Hermes
36
Federated Hermes
Pennsylvania
$268M -$1.8M -15,072 -0.7%
Barclays
37
Barclays
United Kingdom
$252M +$49.5M +413,787 +26%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$242M -$4.23M -35,330 -2%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$231M -$13M -108,801 -6%
AAMU
40
Amundi Asset Management US
Massachusetts
$231M +$388K +3,242 +0.2%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$230M -$2.94M -24,574 -1%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$225M +$5.72M +47,776 +3%
Two Sigma Investments
43
Two Sigma Investments
New York
$225M +$23.9M +199,289 +13%
AQR Capital Management
44
AQR Capital Management
Connecticut
$216M +$16.3M +135,923 +9%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$211M +$57.5M +480,655 +41%
Stifel Financial
46
Stifel Financial
Missouri
$204M +$15.6M +130,664 +9%
EIP
47
Epoch Investment Partners
New York
$203M -$10.3M -86,252 -5%
Swedbank
48
Swedbank
Sweden
$201M +$2.74M +22,874 +1%
Fidelity International
49
Fidelity International
Bermuda
$198M +$2.79M +23,275 +2%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$193M -$2.11M -17,596 -1%
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IBM Hedge Fund Activity: Q1 2021 in Review

2,152 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2021, worth a combined $66.7B — up 4.4% from $63.9B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new IBM positions and 126 closed out — a net gain of 42 holders — while 911 added to existing stakes and 835 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $279M. The largest seller was Independent Franchise Partners, exiting entirely with an estimated $560M sold.

  • 2,152 institutional investors held IBM (IBM) as of Q1 2021, up from 2,135 in Q4 2020.
  • Funds reported $66.7B of IBM stock for Q1 2021, up 4.4% quarter-over-quarter.
  • 168 funds opened new IBM positions in Q1 2021 and 126 closed out, a net change of +42 holders.
  • The largest IBM buyer in Q1 2021 was Morgan Stanley, an estimated $279M added.
  • The largest IBM seller in Q1 2021 was Independent Franchise Partners, an estimated $560M sold.

Based on aggregated 13F filings for Q1 2021.