IBM icon

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 %
SL
601
Summitry LLC
California
$3.13M +$258K +2,027 +9%
RIM
602
Redpoint Investment Management
Australia
$3.13M +$103K +805 +3%
HWAM
603
Hennion & Walsh Asset Management
New Jersey
$3.12M +$3.12M +24,490 New
HC
604
HNP Capital
New York
$3.11M -$72.9K -572 -2%
LNC
605
Lincoln National Corp
Pennsylvania
$3.11M +$412K +3,236 +15%
SWMG
606
Signature Wealth Management Group
Georgia
$3.11M -$38.5K -302 -1%
NP
607
NorthRock Partners
Minnesota
$3.1M -$179K -1,401 -5%
SCM
608
Schnieders Capital Management
California
$3.09M +$122K +957 +4%
PL
609
Parthenon LLC
Kentucky
$3.08M +$209K +1,638 +7%
KL
610
KWMG LLC
Kansas
$3.08M +$161K +1,260 +6%
FM
611
Foster & Motley
Ohio
$3.07M -$145K -1,139 -5%
CAM
612
Carret Asset Management
New York
$3.06M -$233K -1,829 -7%
PI
613
PEAK6 Investments
Illinois
$3.03M -$6.25M -49,028 -67%
FCA
614
FLC Capital Advisors
California
$3.03M +$1.32M +10,397 +78%
FMWA
615
Forvis Mazars Wealth Advisors
Missouri
$3.01M +$449K +3,521 +17%
CSPAM
616
Cary Street Partners Asset Management
Virginia
$3M +$24.7K +460 +0.8%
HB
617
Homrich & Berg
Georgia
$2.99M +$331K +2,597 +12%
PNC
618
Park National Corp
Ohio
$2.98M -$325K -2,549 -10%
PAM
619
Premier Asset Management
Illinois
$2.97M +$315K +2,469 +12%
CIA
620
Citadel Investment Advisory
Ohio
$2.97M – – –
CA
621
Commerzbank Aktiengesellschaft
Germany
$2.96M +$1.76M +13,782 +146%
CIP
622
Convergence Investment Partners
Florida
$2.95M -$126K -987 -4%
BAM
623
Bruderman Asset Management
New York
$2.94M +$37.6K +295 +1%
SFA
624
Sequoia Financial Advisors
Ohio
$2.93M +$182K +1,430 +7%
SAI
625
Systematic Alpha Investments
New Jersey
$2.93M – – –
23 24
25
26 27