2,207 hedge funds and large institutions have $73.8B invested in IBM in 2021 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 936 increasing their positions, 799 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,207
Holders Change
+63
Holders Change %
+2.94%
% of All Funds
38.53%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.61%
New
173
Increased
936
Reduced
799
Closed
84
Calls
$2.28B
Puts
$2.34B
Net Calls
-$61.6M
Net Calls Change
+$475M
Name Holding Trade Value Shares
Change
Shares
Change %
CMO
601
Covenant Multifamily Offices
Texas
$3.56M -$925K -6,602 -21%
FMW
602
Farr Miller & Washington
District of Columbia
$3.56M +$98.7K +704 +3%
LNC
603
Lincoln National Corp
Pennsylvania
$3.54M +$119K +847 +3%
FMBTD
604
First Midwest Bank Trust Division
Illinois
$3.52M +$374K +2,667 +12%
APSI
605
Asset Planning Services Inc
Louisiana
$3.52M +$44.2K +315 +1%
EWM
606
Evercore Wealth Management
New York
$3.5M +$15.6K +111 +0.4%
PCM
607
Palouse Capital Management
Washington
$3.49M -$49.3K -352 -1%
AAS
608
Annex Advisory Services
Wisconsin
$3.47M +$1.48M +10,448 +74%
FMWA
609
Forvis Mazars Wealth Advisors
Missouri
$3.45M +$133K +952 +4%
BOCM
610
Bontempo Ohly Capital Management
Maryland
$3.44M -$10.4K -74 -0.3%
NC
611
NewSquare Capital
Pennsylvania
$3.42M +$727K +5,187 +27%
CAM
612
Carret Asset Management
New York
$3.41M +$43K +307 +1%
KRSITF
613
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.41M -$156K -1,112 -4%
SAI
614
Systematic Alpha Investments
New Jersey
$3.4M +$288K +2,134 +9%
SWMG
615
Signature Wealth Management Group
Georgia
$3.4M -$23.5K -168 -0.7%
FCA
616
FLC Capital Advisors
California
$3.39M +$58K +414 +2%
RIM
617
Redpoint Investment Management
Australia
$3.38M -$59.6K -425 -2%
NAM
618
NorthCoast Asset Management
Connecticut
$3.38M +$610K +4,349 +22%
KL
619
KWMG LLC
Kansas
$3.37M +$119K +884 +4%
SWM
620
Spire Wealth Management
Virginia
$3.37M -$923K -6,557 -22%
PAM
621
Panagora Asset Management
Massachusetts
$3.36M -$220K -1,571 -6%
SIM
622
Sonora Investment Management
Arizona
$3.33M +$671K +4,787 +25%
Cerity Partners
623
Cerity Partners
New York
$3.33M +$185K +1,319 +6%
PCMK
624
Paragon Capital Management (Kansas)
Kansas
$3.33M -$97K -692 -3%
WC
625
Weil Company
California
$3.3M +$525K +3,750 +19%