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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
Cerity Partners
626
Cerity Partners
New York
$3.11M -$48.3K -361 -2%
TPCW
627
TD Private Client Wealth
New York
$3.08M -$721K -5,392 -19%
PAM
628
Panagora Asset Management
Massachusetts
$3.08M -$105K -787 -3%
Assenagon Asset Management
629
Assenagon Asset Management
Luxembourg
$3.08M +$1.33M +9,965 +76%
HI
630
Horizon Investments
North Carolina
$3.05M -$2.35M -17,543 -42%
AP
631
Advisor Partners
California
$3.05M -$24.1K -180 -0.8%
PCTC
632
Perkins Coie Trust Company
Washington
$3.05M +$57.1K +427 +2%
JPMIA
633
J.P. Marvel Investment Advisors
Massachusetts
$3.02M
HPWA
634
Hall Private Wealth Advisors
North Carolina
$3.02M -$2.23M -16,687 -42%
IIM
635
Ipswich Investment Management
Massachusetts
$3.02M +$25.9K +194 +0.9%
ISL
636
Ingalls & Snyder LLC
New York
$3.02M -$735K -5,500 -19%
PCMK
637
Paragon Capital Management (Kansas)
Kansas
$3.02M -$137K -1,025 -4%
FM
638
Foster & Motley
Ohio
$3.01M -$101K -754 -3%
PI
639
PEAK6 Investments
Illinois
$3.01M +$2.73M +20,405 +902%
SAI
640
Systematic Alpha Investments
New Jersey
$3.01M
NC
641
NovaPoint Capital
Georgia
$3.01M +$153K +1,145 +5%
APA
642
American Portfolios Advisors
New York
$3M +$280K +2,096 +10%
PNC
643
Park National Corp
Ohio
$2.99M -$78.5K -587 -3%
CIA
644
Citadel Investment Advisory
Ohio
$2.99M -$668 -5 -0%
PG
645
Pendal Group
Australia
$2.98M -$3.27M -24,455 -52%
SIA
646
SeaBridge Investment Advisors
New Jersey
$2.97M -$462K -3,456 -13%
WANY
647
Wealthspire Advisors (New York)
New York
$2.96M +$903K +6,753 +43%
RGI
648
River Global Investors
United Kingdom
$2.96M
SFI
649
Siemens Fonds Invest
Germany
$2.95M +$143K +1,066 +5%
FNB
650
Farmers National Bank
Kentucky
$2.95M +$3.28M +24,520 New

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.