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IBM
IBM

2,352 hedge funds and large institutions have $67B invested in IBM in 2021 Q4 according to their latest regulatory filings, with 343 funds opening new positions, 549 increasing their positions, 1,458 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 343 | Existing positions closed: 121

11% more call options, than puts

Call options by funds: $2.61B | Put options by funds: $2.35B

9% more funds holding

Funds holding: 2,163 → 2,352 (+189)

5% less capital invested

Capital invested by funds: $70.4B → $67B (-$3.36B)

3.22% less ownership

Funds ownership: 59.28% → 56.05% (-3.2%)

24% less funds holding in top 10

Funds holding in top 10: 37 → 28 (-9)

62% less repeat investments, than reductions

Existing positions increased: 549 | Existing positions reduced: 1,458

Holders
2,352
Holders Change
+189
Holders Change %
+8.74%
% of All Funds
36.19%
Holding in Top 10
28
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-24.32%
% of All Funds
0.43%
New
343
Increased
549
Reduced
1,458
Closed
121
Calls
$2.61B
Puts
$2.35B
Net Calls
+$255M
Net Calls Change
-$285M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$333M
2
Amundi
Amundi
France
+$266M
3
Marshall Wace
Marshall Wace
United Kingdom
+$119M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$71.1M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$62.9M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$355M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$333M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$278M
4
Morgan Stanley
Morgan Stanley
New York
-$266M
5
BlackRock
BlackRock
New York
-$256M
Name Holding Trade Value Shares
Change 		Change in
Stake
SLI
676
Sumitomo Life Insurance
Japan
$2.7M -$122K -974 -5%
Fisher Asset Management
677
Fisher Asset Management
Washington
$2.68M -$1.11M -8,843 -31%
AP
678
Americana Partners
Texas
$2.68M +$985K +7,851 +64%
NSEDCP
679
NJ State Employees Deferred Compensation Plan
New Jersey
$2.67M -$115K -920 -4%
WCM
680
Windward Capital Management
California
$2.67M -$81K -646 -3%
Jones Financial Companies
681
Jones Financial Companies
Missouri
$2.66M +$211K +1,681 +9%
CW
682
Connectus Wealth
Ohio
$2.63M +$2.47M +19,705 New
CYG
683
Clean Yield Group
Vermont
$2.62M +$1.86M +14,832 +310%
WWMSC
684
Wagner Wealth Management (South Carolina)
South Carolina
$2.61M +$152K +1,213 +7%
DF
685
Donoghue Forlines
Massachusetts
$2.61M -$2.76K -22 -0.1%
FM
686
Foster & Motley
Ohio
$2.61M -$395K -3,146 -14%
MA
687
Montag & Associates
Georgia
$2.61M -$515K -4,104 -17%
HT
688
HAP Trading
New York
$2.6M +$2.44M +19,426 New
ST
689
Smithfield Trust
Pennsylvania
$2.59M -$187K -1,491 -7%
MWM
690
Modera Wealth Management
New Jersey
$2.59M +$884K +7,047 +57%
ADL
691
Asset Dedication LLC
California
$2.59M +$534K +4,254 +28%
ANTB
692
AMG National Trust Bank
Colorado
$2.58M -$75.4K -601 -3%
MA
693
Mutual Advisors
Nebraska
$2.57M +$192K +1,534 +9%
LWAC
694
Laurel Wealth Advisors (California)
California
$2.57M -$320K -2,551 -12%
NAM
695
NTV Asset Management
West Virginia
$2.56M -$284K -2,263 -11%
PL
696
Parthenon LLC
Kentucky
$2.55M -$110K -879 -4%
VFM
697
Viking Fund Management
North Dakota
$2.54M -$110K -874 -4%
PG
698
Pendal Group
Australia
$2.52M -$452K -3,607 -16%
GPTE
699
Generali Powszechne Towarzystwo Emerytalne
Poland
$2.52M +$2.36M +18,834 New
PFPT
700
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.52M -$2.01K -16 -0.1%
26 27
28
29 30

IBM Hedge Fund Activity: Q4 2021 in Review

2,352 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q4 2021, worth a combined $67B — down 4.8% from $70.4B a quarter earlier.

Buyers outnumbered sellers: 343 funds opened new IBM positions and 121 closed out — a net gain of 222 holders — while 549 added to existing stakes and 1,458 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $333M. The largest seller was Vanguard Group, cutting an estimated $355M.

  • 2,352 institutional investors held IBM (IBM) as of Q4 2021, up from 2,163 in Q3 2021.
  • Funds reported $67B of IBM stock for Q4 2021, down 4.8% quarter-over-quarter.
  • 343 funds opened new IBM positions in Q4 2021 and 121 closed out, a net change of +222 holders.
  • The largest IBM buyer in Q4 2021 was JP Morgan Chase, an estimated $333M added.
  • The largest IBM seller in Q4 2021 was Vanguard Group, an estimated $355M sold.

Based on aggregated 13F filings for Q4 2021.