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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 %
MCC
576
Money Concepts Capital
Florida
$3.36M +$34.9K +274 +1%
WANY
577
Wealthspire Advisors (New York)
New York
$3.35M +$1.13M +8,832 +51%
VFM
578
Viking Fund Management
North Dakota
$3.33M -$5.2M -40,794 -61%
PCMK
579
Paragon Capital Management (Kansas)
Kansas
$3.33M -$125K -920 -4%
GIA
580
GHP Investment Advisors
Colorado
$3.32M +$734K +5,764 +28%
SC
581
Searle & Co
Connecticut
$3.3M +$5.99K +47 +0.2%
RIG
582
Roosevelt Investment Group
New York
$3.3M +$309K +2,429 +10%
VWM
583
Valley Wealth Managers
New Jersey
$3.26M +$210K +1,652 +7%
PAM
584
Panagora Asset Management
Massachusetts
$3.25M +$292K +2,292 +10%
SLI
585
Sumitomo Life Insurance
Japan
$3.25M -$134K -1,053 -4%
SA
586
Shilanski & Associates
Alaska
$3.24M +$133K +1,040 +4%
KRSITF
587
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.24M -$105K -824 -3%
PS
588
Pensionfund Sabic
Netherlands
$3.24M – – –
PCM
589
Palouse Capital Management
Washington
$3.22M +$521K +4,091 +19%
AWA
590
Aaron Wealth Advisors
Illinois
$3.21M -$1.15M -9,011 -26%
MSU
591
Mizuho Securities USA
New York
$3.18M +$3.18M +24,943 New
EWM
592
Evercore Wealth Management
New York
$3.17M -$507K -3,980 -14%
CWM
593
Centric Wealth Management
Illinois
$3.16M +$135K +1,061 +4%
CBT
594
Capital Bank & Trust
California
$3.16M -$59.4K -466 -2%
APSI
595
Asset Planning Services Inc
Louisiana
$3.16M -$56.2K -441 -2%
FMW
596
Farr Miller & Washington
District of Columbia
$3.14M -$1.8M -14,105 -36%
HT
597
HAP Trading
New York
$3.14M +$3.14M +24,668 New
BOCM
598
Bontempo Ohly Capital Management
Maryland
$3.14M +$255K +2,002 +9%
AHC
599
Adell Harriman & Carpenter
Texas
$3.13M +$695K +5,455 +28%
VRM
600
Vectors Research Management
New York
$3.13M -$54.9K -431 -2%
22 23
24
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