IBM icon

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 %
ACM
751
AlphaCrest Capital Management
New York
$2.04M +$1.8M +14,160 +780%
ISB
752
Iowa State Bank
Iowa
$2.03M +$2.03M +15,969 New
JWCA
753
J.W. Coons Advisors
Ohio
$2.03M -$29.3K -230 -1%
CANC
754
Culbertson A N & Co
Virginia
$2.03M -$198K -1,550 -9%
PI
755
Pettee Investors
Connecticut
$2.01M +$1.02K +8 +0.1%
JAM
756
Jupiter Asset Management
United Kingdom
$2.01M -$20.8M -162,956 -91%
RVM
757
Robinson Value Management
Texas
$2.01M -$110K -864 -5%
FCH
758
Freestone Capital Holdings
Washington
$2.01M -$8.4K -66 -0.4%
AHB
759
Abner Herrman & Brock
New Jersey
$2M – – –
Luther King Capital Management (LKCM)
760
Luther King Capital Management (LKCM)
Texas
$2M -$645K -5,065 -24%
Carson Wealth (CWM LLC)
761
Carson Wealth (CWM LLC)
Nebraska
$2M – – –
MWM
762
Meridian Wealth Management
Kentucky
$1.99M +$32.5K +255 +2%
YIH
763
Y-Intercept (HK)
Hong Kong
$1.99M +$1.56M +12,082 +358%
CAMG
764
CWA Asset Management Group
Florida
$1.99M -$70.8K -556 -3%
PCA
765
Providence Capital Advisors
North Carolina
$1.99M +$122K +955 +7%
SBIA
766
Sheaff Brock Investment Advisors
Indiana
$1.99M +$73.6K +578 +4%
KFP
767
KMG Fiduciary Partners
Ohio
$1.99M +$237K +1,863 +14%
MA
768
Mutual Advisors
Nebraska
$1.98M +$519K +4,074 +36%
NFG
769
Next Financial Group
Texas
$1.98M +$421K +3,304 +27%
VAM
770
Verity Asset Management
North Carolina
$1.97M +$259K +2,033 +15%
LPT
771
Legacy Private Trust
Wisconsin
$1.97M +$37.8K +297 +2%
EM
772
Excalibur Management
Massachusetts
$1.96M +$32.1K +252 +2%
SCI
773
S&CO Inc
Massachusetts
$1.94M – – –
OIM
774
Orca Investment Management
Oregon
$1.94M -$14.4K -113 -0.7%
UH
775
Unigestion Holding
Switzerland
$1.94M +$643K +5,047 +50%
29 30
31
32 33