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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 %
CEI
676
Clark Estates Inc
New York
$2.53M – – –
AUB
677
Atlantic Union Bankshares
Virginia
$2.53M -$286K -2,242 -10%
FTA
678
Financial & Tax Architects
Missouri
$2.53M +$2.53M +19,820 New
WC
679
Weil Company
California
$2.52M +$14.9K +117 +0.6%
TFA
680
Toth Financial Advisory
Virginia
$2.52M +$12.5K +98 +0.5%
NAM
681
NorthCoast Asset Management
Connecticut
$2.51M +$182K +1,432 +8%
CIC
682
Cornercap Investment Counsel
Georgia
$2.51M +$2.51M +19,710 New
AFA
683
Abacus FCF Advisors
Florida
$2.5M +$2.5M +19,178 New
OPA
684
Old Port Advisors
Maine
$2.49M +$105K +826 +4%
ST
685
Smithfield Trust
Pennsylvania
$2.49M -$21.2K -166 -0.8%
NAM
686
NTV Asset Management
West Virginia
$2.49M +$7.9K +62 +0.3%
LIM
687
Leavell Investment Management
Alabama
$2.49M -$388K -3,043 -13%
CCG
688
Cypress Capital Group
Florida
$2.48M +$747K +5,862 +43%
RHAM
689
Round Hill Asset Management
California
$2.47M -$25.5K -200 -1%
FLPIM
690
F.L. Putnam Investment Management
Massachusetts
$2.47M +$144K +1,131 +6%
NC
691
NewSquare Capital
Pennsylvania
$2.45M +$46.4K +364 +2%
ECM
692
EagleClaw Capital Management
Massachusetts
$2.43M +$103K +811 +4%
APF
693
Alaska Permanent Fund
Alaska
$2.43M – – –
SIM
694
Sonora Investment Management
Arizona
$2.42M +$284K +2,228 +13%
JWCA
695
J.W. Cole Advisors
Florida
$2.41M +$331K +2,601 +16%
HDIM
696
Hanson & Doremus Investment Management
Vermont
$2.4M +$58.7K +461 +3%
Jones Financial Companies
697
Jones Financial Companies
Missouri
$2.39M +$347K +2,724 +17%
PA
698
Profund Advisors
Maryland
$2.39M -$37.1K -291 -2%
PCA
699
Personal Capital Advisors
California
$2.37M +$232K +1,820 +11%
LDB
700
Lee, Danner & Bass
Tennessee
$2.36M -$207K -1,622 -8%
26 27
28
29 30