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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
MFA
551
Mayflower Financial Advisors
Massachusetts
$3.86M +$18.4K +138 +0.5%
CCM
552
Covington Capital Management
California
$3.84M +$314K +2,348 +9%
Fisher Asset Management
553
Fisher Asset Management
Washington
$3.84M +$1.79M +13,411 +87%
CI
554
Cigna Investments
Connecticut
$3.82M -$65.5K -490 -2%
HSA
555
HBK Sorce Advisory
Pennsylvania
$3.79M -$320K -2,396 -8%
KA
556
Kintegral Advisory
New York
$3.77M
WT
557
Washington Trust
Rhode Island
$3.77M
BFS
558
Bard Financial Services
Connecticut
$3.76M
DA
559
Duality Advisers
Florida
$3.73M +$2.93M +21,911 +355%
BL
560
BCWM LLC
Kansas
$3.72M +$50.3K +376 +1%
CAM
561
Cubic Asset Management
Massachusetts
$3.72M -$13.4K -100 -0.4%
WSC
562
Wellington Shields & Co
New York
$3.71M +$14.3K +107 +0.4%
CAM
563
Cresset Asset Management
Illinois
$3.7M -$546K -4,082 -13%
HWAM
564
Hennion & Walsh Asset Management
New Jersey
$3.66M -$102K -766 -3%
EFS
565
Essex Financial Services
Connecticut
$3.66M +$763K +5,707 +26%
WSFS
566
Wilmington Savings Fund Society
Delaware
$3.65M -$24.3K -182 -0.7%
SWM
567
Spire Wealth Management
Virginia
$3.62M +$449K +3,357 +14%
VWM
568
Valley Wealth Managers
New Jersey
$3.62M +$34.8K +260 +1%
VRM
569
Vectors Research Management
New York
$3.61M +$139K +1,041 +4%
MNBTD
570
Moody National Bank Trust Division
Texas
$3.6M -$2K -15 -0.1%
RIG
571
Roosevelt Investment Group
New York
$3.6M +$668 +5 +0%
SWM
572
Selective Wealth Management
Virginia
$3.59M -$2.31M -17,283 -39%
LFAS
573
Level Four Advisory Services
Texas
$3.58M -$1.16M -8,660 -24%
HC
574
HNP Capital
New York
$3.57M +$101K +753 +3%
FPCG
575
Fort Pitt Capital Group
Pennsylvania
$3.57M -$1.39M -10,391 -28%

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.