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IBM
IBM

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$297M
2
BlackRock
BlackRock
New York
+$269M
3
Renaissance Technologies
Renaissance Technologies
New York
+$148M
4
ProShare Advisors
ProShare Advisors
Maryland
+$132M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$119M

Top Sellers

1
IFP
Independent Franchise Partners
United Kingdom
-$560M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$486M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$163M
4
Prudential Financial
Prudential Financial
New Jersey
-$110M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$93.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
476
Atria Investments
North Carolina
$4.63M +$529K +4,149 +13%
Wealthfront Advisers
477
Wealthfront Advisers
California
$4.63M +$279K +2,193 +6%
NB
478
NBT Bank
New York
$4.63M +$526K +4,127 +13%
WI
479
WBI Investments
New Jersey
$4.63M +$2.46M +19,303 +113%
V
480
Veritable
Delaware
$4.6M +$587K +4,606 +15%
PAG
481
Private Advisory Group
Washington
$4.57M +$4.57M +35,870 New
BCM
482
Birmingham Capital Management
Alabama
$4.56M -$6.63K -52 -0.1%
FSA
483
Financial Sense Advisors
California
$4.56M +$385K +3,019 +9%
DY
484
Dowling & Yahnke
California
$4.54M -$45.2K -355 -1%
BAM
485
Blueshift Asset Management
New Jersey
$4.5M +$4.5M +35,352 New
TCOV
486
Trust Company of Vermont
Vermont
$4.5M -$35.3K -277 -0.8%
AOWM
487
Alpha Omega Wealth Management
Virginia
$4.47M +$155K +1,217 +4%
ONB
488
Old National Bancorp
Indiana
$4.46M -$34.3K -269 -0.8%
CA
489
Cetera Advisors
Colorado
$4.46M +$412K +3,231 +10%
MYAM
490
Meiji Yasuda Asset Management
Japan
$4.45M +$2.21M +17,332 +99%
CPO
491
Cerity Partners OCIO
New York
$4.43M +$631K +4,953 +17%
OA
492
Oak Associates
Ohio
$4.42M +$748K +5,873 +20%
SCM
493
Stonebridge Capital Management
California
$4.4M +$65.5K +514 +2%
FB
494
Fulton Bank
Pennsylvania
$4.38M +$445K +3,494 +11%
BS
495
Boenning & Scattergood
Pennsylvania
$4.37M +$490K +3,849 +13%
BWL
496
Bogart Wealth LLC
Virginia
$4.3M +$1.32M +10,330 +44%
PCM
497
Parsons Capital Management
Rhode Island
$4.3M +$143K +1,126 +3%
RMC
498
Resources Management Corp
Connecticut
$4.29M -$420K -3,300 -9%
CI
499
Cigna Investments
Connecticut
$4.29M +$137K +1,078 +3%
NAMM
500
NorthStar Asset Management (Massachusetts)
Massachusetts
$4.25M +$4.25M +33,352 New
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