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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 %
PP
651
Palladium Partners
Virginia
$2.75M -$86.3K -677 -3%
MCM
652
Murphy Capital Management
New Jersey
$2.74M -$64.4K -506 -2%
AssetMark Inc
653
AssetMark Inc
California
$2.73M -$490K -3,850 -15%
DF
654
Donoghue Forlines
Massachusetts
$2.72M +$1.31M +10,303 +93%
DBIA
655
Dumont & Blake Investment Advisors
New Jersey
$2.7M -$9.3K -73 -0.3%
CCP
656
Clifford Capital Partners
Utah
$2.69M -$6.81M -53,454 -72%
1WA
657
180 Wealth Advisors
Washington
$2.69M +$285K +2,060 +12%
VDI
658
Vaughan David Investments
Illinois
$2.69M -$558K -4,383 -17%
NSEDCP
659
NJ State Employees Deferred Compensation Plan
New Jersey
$2.67M – – –
GAMC
660
Garner Asset Management Corp
Texas
$2.66M +$423K +3,323 +19%
CRIG
661
Charter Research & Investment Group
Connecticut
$2.65M – – –
BB
662
Busey Bank
Illinois
$2.64M +$507K +3,980 +24%
EI
663
Ethic Inc
New York
$2.64M +$1.26M +9,859 +91%
NC
664
NovaPoint Capital
Georgia
$2.63M -$26.5K -208 -1%
AIC
665
Argus Investors Counsel
New York
$2.62M +$13.3K +104 +0.5%
CIAS
666
Capital Investment Advisory Services
North Carolina
$2.61M +$578K +4,533 +28%
QC
667
Quadrature Capital
United Kingdom
$2.61M -$5.91M -46,351 -69%
WSCM
668
Wellington Shields Capital Management
New York
$2.61M +$110K +863 +4%
WCM
669
Windward Capital Management
California
$2.6M -$12.1K -95 -0.5%
Fayez Sarofim & Co
670
Fayez Sarofim & Co
Texas
$2.59M -$160K -1,255 -6%
SSG
671
Summit Securities Group
New York
$2.59M +$280K +2,196 +12%
SCP
672
Stamos Capital Partners
California
$2.56M – – –
MCM
673
McRae Capital Management
New Jersey
$2.55M -$4.83M -37,885 -65%
FNFDCM
674
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.54M -$104K -815 -4%
JCM
675
Jacobi Capital Management
Pennsylvania
$2.54M +$109K +854 +4%
25 26
27
28 29