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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 %
SCA
626
Stonebridge Capital Advisors
Minnesota
$2.93M +$98.2K +771 +3%
IA
627
IFG Advisory
Georgia
$2.93M +$270K +2,120 +10%
ECM
628
Everence Capital Management
Indiana
$2.91M – – –
RGI
629
River Global Investors
United Kingdom
$2.89M -$7.84M -61,518 -73%
AIA
630
AIMZ Investment Advisors
California
$2.89M +$510 +4 +0%
IMRF
631
Illinois Municipal Retirement Fund
Illinois
$2.87M – – –
FNB
632
Farmers National Bank
Kentucky
$2.86M -$259K -2,036 -8%
CCM
633
Covington Capital Management
California
$2.86M -$273K -2,143 -9%
FMBTD
634
First Midwest Bank Trust Division
Illinois
$2.86M -$155K -1,217 -5%
Cerity Partners
635
Cerity Partners
New York
$2.86M +$43.4K +341 +2%
RT
636
Rockland Trust
Massachusetts
$2.86M +$44.5K +349 +2%
AP
637
Advisor Partners
California
$2.85M +$65.6K +515 +2%
VF
638
Vest Financial
Virginia
$2.84M +$2.84M +22,282 New
JPMIA
639
J.P. Marvel Investment Advisors
Massachusetts
$2.83M -$48K -377 -2%
WSTAM
640
Wilbanks Smith & Thomas Asset Management
Virginia
$2.82M +$852K +6,686 +43%
CAG
641
Crestwood Advisors Group
Massachusetts
$2.81M +$5.99K +47 +0.2%
ABC
642
Associated Banc-Corp
Wisconsin
$2.81M +$123K +1,162 +5%
ANI
643
American National Insurance
Texas
$2.8M -$2.68K -21 -0.1%
RWM
644
RBA Wealth Management
California
$2.79M +$96.2K +755 +4%
PCTC
645
Perkins Coie Trust Company
Washington
$2.79M -$12.7K -100 -0.5%
IIM
646
Ipswich Investment Management
Massachusetts
$2.79M +$10.6K +83 +0.4%
EFS
647
Essex Financial Services
Connecticut
$2.78M -$387K -3,039 -12%
APP
648
Avantax Planning Partners
Iowa
$2.78M +$410K +3,218 +17%
BSW
649
Buckingham Strategic Wealth
Missouri
$2.77M -$614K -4,823 -18%
CTC
650
Central Trust Company
Missouri
$2.76M -$1.09M -8,553 -28%
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