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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
AIA
651
AIMZ Investment Advisors
California
$2.95M -$68.6K -513 -2%
JCM
652
Jacobi Capital Management
Pennsylvania
$2.94M +$316K +2,367 +12%
CA
653
Commerzbank Aktiengesellschaft
Germany
$2.94M -$1.15M -8,604 -28%
CT
654
Caldwell Trust
Florida
$2.93M -$78.6K -588 -3%
CAG
655
Crestwood Advisors Group
Massachusetts
$2.92M -$21.5K -161 -0.7%
ANI
656
American National Insurance
Texas
$2.91M -$3.48K -26 -0.1%
CM
657
Capula Management
Cayman Islands
$2.91M +$3.07M +22,947 New
CTC
658
Central Trust Company
Missouri
$2.91M +$21.3K +159 +0.7%
AssetMark Inc
659
AssetMark Inc
California
$2.9M +$141K +1,054 +5%
VAS
660
Valicenti Advisory Services
New York
$2.89M +$2.52M +18,869 +646%
LWAC
661
Laurel Wealth Advisors (California)
California
$2.89M +$302K +2,259 +12%
UA
662
Unison Advisors
District of Columbia
$2.89M -$709K -5,304 -20%
TS
663
Third Security
Virginia
$2.89M
BOTW
664
Bank of the West
California
$2.88M +$309K +2,310 +12%
OPA
665
Old Port Advisors
Maine
$2.87M +$82.5K +617 +3%
PFO
666
Pathstone Family Office
New Jersey
$2.85M -$51.2K -383 -2%
NAM
667
NTV Asset Management
West Virginia
$2.84M +$262K +1,963 +10%
NC
668
NewSquare Capital
Pennsylvania
$2.83M -$409K -3,061 -13%
CSPAM
669
Cary Street Partners Asset Management
Virginia
$2.83M -$50.4K -377 -2%
CRIG
670
Charter Research & Investment Group
Connecticut
$2.83M +$90.9K +680 +3%
GAMC
671
Garner Asset Management Corp
Texas
$2.82M +$3.21K +24 +0.1%
DBIA
672
Dumont & Blake Investment Advisors
New Jersey
$2.82M -$7.89K -59 -0.3%
CIAS
673
Capital Investment Advisory Services
North Carolina
$2.81M -$15.6K -117 -0.5%
SLI
674
Sumitomo Life Insurance
Japan
$2.81M -$119K -893 -4%
VRS
675
Virginia Retirement Systems
Virginia
$2.81M -$14K -105 -0.5%

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.