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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 %
WTC
501
WhitTier Trust Company
Nevada
$4.22M -$223K -1,751 -5%
GCM
502
Garland Capital Management
Washington
$4.22M +$33.4K +262 +0.8%
CLOS
503
Compagnie Lombard Odier SCmA
Switzerland
$4.2M +$1.53M +12,013 +57%
RF
504
Robbins Farley
New Hampshire
$4.19M -$345K -2,466 -8%
PAM
505
Private Asset Management
California
$4.16M -$878K -6,892 -17%
IAA
506
Independent Advisor Alliance
North Carolina
$4.15M +$193K +1,514 +5%
HWM
507
Holloway Wealth Management
Florida
$4.13M -$2.63M – –
VST
508
Van Strum & Towne
California
$4.1M +$80K +628 +2%
MCM
509
Mengis Capital Management
Oregon
$4.1M +$3.31K +26 +0.1%
FIM
510
Freedom Investment Management
Connecticut
$4.09M +$1.37M +10,758 +50%
CMO
511
Covenant Multifamily Offices
Texas
$4.08M +$235K +1,842 +6%
BCM
512
Brookstone Capital Management
Illinois
$4.06M -$477K -3,741 -11%
GI
513
GAMCO Investors
Connecticut
$4.03M -$347K -2,722 -8%
IRF
514
IBM Retirement Fund
New York
$4.03M -$365K -2,866 -8%
CBTWT
515
Community Bank & Trust (Waco, Texas)
Texas
$4.02M -$10.3K -81 -0.3%
EWA
516
Exencial Wealth Advisors
Oklahoma
$4M +$158K +1,244 +4%
Members Trust
517
Members Trust
Florida
$3.97M -$65.5K -514 -2%
PGA
518
Portland Global Advisors
Maine
$3.96M +$28K +220 +0.7%
BB
519
Bell Bank
North Dakota
$3.95M +$213K +1,668 +6%
ACM
520
Argyle Capital Management
Pennsylvania
$3.94M +$40K +314 +1%
HSA
521
HBK Sorce Advisory
Pennsylvania
$3.94M +$1.74M +13,642 +79%
KPWS
522
Kestra Private Wealth Services
Texas
$3.93M +$568K +4,460 +17%
SG Americas Securities
523
SG Americas Securities
New York
$3.93M -$16.8M -131,467 -81%
BE
524
Bonness Enterprises
District of Columbia
$3.93M – – –
BHWA
525
Beacon Harbor Wealth Advisors
Virginia
$3.92M +$1.15M +8,989 +41%
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