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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
EWM
601
Evercore Wealth Management
New York
$3.34M +$21.7K +162 +0.6%
APSI
602
Asset Planning Services Inc
Louisiana
$3.34M +$535 +4 +0%
IA
603
IFG Advisory
Georgia
$3.31M +$201K +1,507 +6%
JWCA
604
J.W. Cole Advisors
Florida
$3.29M +$246K +1,841 +8%
FCA
605
FLC Capital Advisors
California
$3.27M +$61.9K +463 +2%
PFMU
606
Privium Fund Management (UK)
United Kingdom
$3.27M +$3.29M +24,581 New
KRSITF
607
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.26M +$31K +232 +1%
DWA
608
Douglass Winthrop Advisors
New York
$3.26M +$1.14M +8,526 +53%
RIL
609
Rothschild Investment LLC
Illinois
$3.24M -$2.36M -17,665 -42%
BOCM
610
Bontempo Ohly Capital Management
Maryland
$3.23M -$24.5K -183 -0.7%
FNT
611
First Nebraska Trust
Nebraska
$3.23M +$426K +3,185 +15%
PCM
612
Palouse Capital Management
Washington
$3.23M -$82.7K -619 -2%
NAM
613
NorthCoast Asset Management
Connecticut
$3.22M +$21.9K +164 +0.7%
SWMG
614
Signature Wealth Management Group
Georgia
$3.2M -$17K -127 -0.5%
IMRF
615
Illinois Municipal Retirement Fund
Illinois
$3.18M +$191K +1,431 +6%
SIM
616
Sonora Investment Management
Arizona
$3.16M +$5.48K +41 +0.2%
CAM
617
Carret Asset Management
New York
$3.16M -$73.4K -549 -2%
SCA
618
Stonebridge Capital Advisors
Minnesota
$3.16M -$3.01M -22,520 -49%
WC
619
Weil Company
California
$3.14M +$11.4K +85 +0.4%
WSTAM
620
Wilbanks Smith & Thomas Asset Management
Virginia
$3.14M +$63.5K +475 +2%
MA
621
Montag & Associates
Georgia
$3.14M -$888K -6,642 -22%
RIM
622
Redpoint Investment Management
Australia
$3.13M -$71.5K -535 -2%
PP
623
Palladium Partners
Virginia
$3.13M +$57.9K +433 +2%
BAM
624
Bruderman Asset Management
New York
$3.12M +$47.6K +356 +2%
BSW
625
Buckingham Strategic Wealth
Missouri
$3.12M +$60.7K +454 +2%

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.