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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
HSBC Holdings
51
HSBC Holdings
United Kingdom
$189M -$21.9M -164,015 -10%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$189M -$6.81M -50,919 -3%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$186M +$79.2M +592,331 +74%
Citigroup
54
Citigroup
New York
$184M -$9.69M -72,491 -5%
FWIA
55
Fort Washington Investment Advisors
Ohio
$184M +$74.5M +557,131 +67%
AllianceBernstein
56
AllianceBernstein
Tennessee
$180M +$3.8M +28,435 +2%
Two Sigma Investments
57
Two Sigma Investments
New York
$179M -$29.8M -222,861 -14%
Neuberger Berman Group
58
Neuberger Berman Group
New York
$176M +$21.2M +158,741 +13%
RJA
59
Raymond James & Associates
Florida
$174M -$6.74M -50,445 -4%
National Pension Service
60
National Pension Service
South Korea
$173M -$978K -7,319 -0.6%
Wellington Management Group
61
Wellington Management Group
Massachusetts
$171M -$7.93M -59,324 -4%
Swedbank
62
Swedbank
Sweden
$168M -$10.2M -76,154 -6%
DnB Asset Management
63
DnB Asset Management
Norway
$160M +$44.9M +336,135 +39%
Principal Financial Group
64
Principal Financial Group
Iowa
$150M -$1.68M -12,562 -1%
AQR Capital Management
65
AQR Capital Management
Connecticut
$149M -$27.9M -208,572 -16%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$148M -$4.16M -31,130 -3%
Victory Capital Management
67
Victory Capital Management
Texas
$147M +$55.1M +412,027 +60%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$146M -$4.26M -31,884 -3%
Mitsubishi UFJ Trust & Banking
69
Mitsubishi UFJ Trust & Banking
Japan
$139M -$3.06M -22,895 -2%
Russell Investments Group
70
Russell Investments Group
United Kingdom
$138M +$11.6M +86,513 +9%
Ensign Peak Advisors
71
Ensign Peak Advisors
Utah
$136M -$13.3M -99,199 -9%
Adage Capital Partners
72
Adage Capital Partners
Massachusetts
$133M +$867K +6,485 +0.7%
Robeco Institutional Asset Management
73
Robeco Institutional Asset Management
Netherlands
$131M +$4.35M +32,524 +3%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$129M -$3.98M -29,776 -3%
HighTower Advisors
75
HighTower Advisors
Illinois
$125M +$4.32M +32,327 +4%

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.