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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
PAG
501
Private Advisory Group
Washington
$4.6M -$448K -3,353 -9%
PSUF
502
People's United Financial
Connecticut
$4.59M +$307K +2,297 +7%
OA
503
Oak Associates
Ohio
$4.59M +$535 +4 +0%
SCM
504
Stonebridge Capital Management
California
$4.59M -$72.1K -539 -2%
CCIA
505
Cherry Creek Investment Advisors
Colorado
$4.53M +$861K +6,441 +23%
FB
506
Fulton Bank
Pennsylvania
$4.53M +$69.8K +522 +2%
EWA
507
Exencial Wealth Advisors
Oklahoma
$4.52M +$335K +2,503 +8%
GIA
508
GHP Investment Advisors
Colorado
$4.52M +$389K +2,909 +9%
SPC
509
Sigma Planning Corp
Michigan
$4.49M +$72.7K +544 +2%
APP
510
Avantax Planning Partners
Iowa
$4.48M +$39.6K +296 +0.9%
GI
511
GAMCO Investors
Connecticut
$4.47M +$305K +2,280 +7%
MYAM
512
Meiji Yasuda Asset Management
Japan
$4.46M -$137K -1,027 -3%
HWM
513
Holloway Wealth Management
Florida
$4.46M
NAMM
514
NorthStar Asset Management (Massachusetts)
Massachusetts
$4.43M +$108K +806 +2%
KPWS
515
Kestra Private Wealth Services
Texas
$4.41M +$199K +1,488 +5%
JIC
516
Johnson Investment Counsel
Ohio
$4.4M +$12.8K +96 +0.3%
GCM
517
Garland Capital Management
Washington
$4.4M
CBTWT
518
Community Bank & Trust (Waco, Texas)
Texas
$4.36M +$13.9K +104 +0.3%
Jane Street
519
Jane Street
New York
$4.36M -$71.3K -533 -2%
MCM
520
MAI Capital Management
Ohio
$4.34M +$246K +1,842 +6%
EI
521
Ethic Inc
New York
$4.34M +$375K +2,806 +9%
AAS
522
Avantax Advisory Services
Texas
$4.32M -$171K -1,279 -4%
VanEck Associates
523
VanEck Associates
New York
$4.32M +$708K +5,296 +19%
WTC
524
WhitTier Trust Company
Nevada
$4.32M -$53.2K -398 -1%
HB
525
Homrich & Berg
Georgia
$4.29M +$648K +4,845 +18%

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.