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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 %
JWBC
526
John W. Bristol & Co
New York
$3.91M +$3.53M +27,719 +936%
FWCM
527
Ferguson Wellman Capital Management
Oregon
$3.89M -$556K -4,367 -13%
SWM
528
Spire Wealth Management
Virginia
$3.89M +$3.89M +30,484 New
RFM
529
Royal Fund Management
Florida
$3.89M -$10.7K -84 -0.3%
IF
530
Insight Folios
North Carolina
$3.87M +$130K +1,024 +3%
SWA
531
Stratos Wealth Advisors
Ohio
$3.86M -$96.9K -761 -2%
KCPG
532
Kavar Capital Partners Group
Kansas
$3.85M +$1.02M +7,973 +36%
WT
533
Washington Trust
Rhode Island
$3.83M -$180K -1,412 -4%
ISL
534
Ingalls & Snyder LLC
New York
$3.83M +$205K +1,611 +6%
LFAS
535
Level Four Advisory Services
Texas
$3.82M +$684K +5,372 +22%
BAS
536
Brown Advisory Securities
Maryland
$3.81M -$149K -1,168 -4%
BFEC
537
Benjamin F. Edwards & Company
Missouri
$3.81M +$202K +1,586 +6%
B
538
BP
United Kingdom
$3.8M -$784K -6,151 -17%
RG
539
Rathbones Group
United Kingdom
$3.78M -$25.4K -199 -0.7%
MA
540
Montag & Associates
Georgia
$3.76M -$289K -2,265 -7%
TPCW
541
TD Private Client Wealth
New York
$3.69M -$357K -2,802 -9%
MCM
542
MAI Capital Management
Ohio
$3.67M -$207K -1,628 -5%
WSFS
543
Wilmington Savings Fund Society
Delaware
$3.66M -$93.5K -734 -2%
UB
544
UMB Bank
Missouri
$3.63M -$515K -4,039 -12%
KA
545
Kintegral Advisory
New York
$3.62M – – –
MME
546
Meag Munich Ergo
Germany
$3.61M +$3.41M +26,726 +1,680%
WSC
547
Wellington Shields & Co
New York
$3.61M -$127K -994 -3%
PSUF
548
People's United Financial
Connecticut
$3.58M +$1.02M +7,985 +40%
MFA
549
Mayflower Financial Advisors
Massachusetts
$3.58M +$37.1K +291 +1%
SPC
550
Sigma Planning Corp
Michigan
$3.58M +$106K +832 +3%
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