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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 %
OSIA
726
O'Shares Investment Advisers
Massachusetts
$2.2M -$6.88K -54 -0.3%
SFS
727
Sowell Financial Services
Arkansas
$2.2M -$271K -1,909 -11%
Man Group
728
Man Group
United Kingdom
$2.19M -$87.4K -686 -4%
AWM
729
Altium Wealth Management
New York
$2.19M +$365K +2,868 +20%
SVWAG
730
Sound View Wealth Advisors Group
Georgia
$2.18M +$159K +1,245 +8%
GJIC
731
Gamble Jones Investment Counsel
California
$2.18M -$233K -1,832 -10%
HPIA
732
Hamilton Point Investment Advisors
North Carolina
$2.17M +$28.4K +223 +1%
FRA
733
Front Row Advisors
California
$2.16M -$24.6K -193 -1%
NSIM
734
North Star Investment Management
Illinois
$2.16M +$322K +2,528 +17%
CBN
735
Cadence Bank NA
Texas
$2.16M -$127K -994 -6%
Fisher Asset Management
736
Fisher Asset Management
Washington
$2.15M -$361K -2,831 -14%
M
737
Mirova
France
$2.15M -$270K -2,117 -11%
SCM
738
Sterneck Capital Management
Missouri
$2.15M +$238K +1,867 +12%
IMOV
739
Investment Management of Virginia
Virginia
$2.12M -$8.67K -68 -0.4%
RMSCM
740
R.M. Sincerbeaux Capital Management
New York
$2.1M – – –
CA
741
Clearstead Advisors
Ohio
$2.09M +$113K +890 +6%
PFS
742
Prospera Financial Services
Texas
$2.08M +$189K +1,485 +10%
ZIC
743
ZWJ Investment Counsel
Georgia
$2.08M – – –
BBNA
744
Bremer Bank National Association
Minnesota
$2.08M +$56.6K +444 +3%
EI
745
EDMP Inc
Florida
$2.08M +$274K +2,154 +15%
DWA
746
Douglass Winthrop Advisors
New York
$2.06M -$560K -4,393 -21%
MHS
747
M Holdings Securities
Oregon
$2.06M +$65.9K +517 +3%
BMWM
748
Brown Miller Wealth Management
Virginia
$2.06M +$139K +1,088 +7%
TNB
749
TCF National Bank
South Dakota
$2.04M +$222K +1,743 +12%
FNBOO
750
First National Bank of Omaha
Nebraska
$2.04M -$255 -2 -0%
28 29
30
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