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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
Deutsche Bank
26
Deutsche Bank
Germany
$474M +$57.7M +431,376 +14%
UBS Group
27
UBS Group
Switzerland
$454M -$7.68M -57,430 -2%
LSV Asset Management
28
LSV Asset Management
Illinois
$446M +$7.46M +55,772 +2%
First Trust Advisors
29
First Trust Advisors
Illinois
$438M -$21M -157,216 -5%
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$418M -$14M -104,995 -3%
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$398M -$84.2M -630,066 -17%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$381M -$2.97M -22,198 -0.8%
CS
33
Credit Suisse
Switzerland
$349M -$12.3M -92,119 -3%
Amundi
34
Amundi
France
$342M -$102M -760,509 -23%
Barclays
35
Barclays
United Kingdom
$325M +$25.2M +188,146 +8%
PPA
36
Parametric Portfolio Associates
Washington
$295M -$78.7M -588,600 -21%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$283M +$69.4M +518,867 +35%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$231M -$8.85M -66,223 -4%
Point72 Asset Management
39
Point72 Asset Management
Connecticut
$223M +$225M +1,682,177 New
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$217M -$3.03M -22,679 -1%
Stifel Financial
41
Stifel Financial
Missouri
$216M +$635K +4,752 +0.3%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$214M -$13.5M -100,975 -6%
Prudential Financial
43
Prudential Financial
New Jersey
$213M +$77.8M +581,904 +55%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$210M -$21.5M -160,706 -9%
Fidelity International
45
Fidelity International
Bermuda
$207M
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$194M -$3.45M -25,793 -2%
Federated Hermes
47
Federated Hermes
Pennsylvania
$194M -$88.2M -659,424 -31%
ProShare Advisors
48
ProShare Advisors
Maryland
$192M +$10.9M +81,676 +6%
EIP
49
Epoch Investment Partners
New York
$192M +$14M +104,412 +8%
DZ Bank
50
DZ Bank
Germany
$190M +$71.9M +538,020 +60%

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.