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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
VDI
701
Vaughan David Investments
Illinois
$2.54M -$73.4K -549 -3%
RHAM
702
Round Hill Asset Management
California
$2.53M -$39.2K -293 -2%
PFPT
703
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.5M +$107K +800 +4%
SYBT
704
Stock Yards Bank & Trust
Kentucky
$2.49M +$201K +1,507 +9%
GLA
705
Great Lakes Advisors
Illinois
$2.46M -$17.4M -129,964 -88%
SCP
706
Stamos Capital Partners
California
$2.44M
ABC
707
Associated Banc-Corp
Wisconsin
$2.44M +$281K +2,101 +13%
ACM
708
AlphaCrest Capital Management
New York
$2.44M -$606K -4,532 -20%
MCM
709
McMillion Capital Management
North Carolina
$2.44M +$3.08K +23 +0.1%
SNT
710
Security National Trust
West Virginia
$2.43M
APF
711
Alaska Permanent Fund
Alaska
$2.43M
Squarepoint
712
Squarepoint
New York
$2.43M +$635K +4,749 +35%
AWM
713
Altium Wealth Management
New York
$2.42M +$169K +1,263 +7%
HA
714
Herold Advisors
New York
$2.42M +$2.44M +18,255 New
Jones Financial Companies
715
Jones Financial Companies
Missouri
$2.42M -$32.6K -244 -1%
CA
716
Clearstead Advisors
Ohio
$2.41M +$149K +1,112 +7%
ISB
717
Iowa State Bank
Iowa
$2.38M +$25.8K +193 +1%
SP
718
Symmetry Partners
Connecticut
$2.37M
IMOV
719
Investment Management of Virginia
Virginia
$2.37M +$90.5K +677 +4%
MA
720
Mutual Advisors
Nebraska
$2.35M +$208K +1,556 +10%
AFA
721
Abacus FCF Advisors
Florida
$2.35M
KC
722
Kinloch Capital
Virginia
$2.34M +$267K +2,000 +13%
FCH
723
Freestone Capital Holdings
Washington
$2.34M +$186K +1,388 +9%
NCM
724
Novare Capital Management
North Carolina
$2.33M -$10M -75,017 -81%
OA
725
Oxbow Advisors
Texas
$2.33M -$14K -105 -0.6%

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.