We are live on ! Find out more

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
RVM
776
Robinson Value Management
Texas
$2.07M +$8.69K +65 +0.4%
FNBT
777
FineMark National Bank & Trust
Florida
$2.06M +$198K +1,479 +11%
OPTFSNA
778
Old Point Trust & Financial Services N A
Virginia
$2.06M +$3.48K +26 +0.2%
NFG
779
Next Financial Group
Texas
$2.06M +$12.7K +95 +0.6%
VPIM
780
Vanguard Personalized Indexing Management
California
$2.05M -$323K -2,419 -14%
CW
781
CreativeOne Wealth
Kansas
$2.05M +$89.7K +671 +5%
EL
782
EMFO LLC
Florida
$2.04M
ST
783
Spinnaker Trust
Maine
$2.04M +$152K +1,139 +8%
DCM
784
Dupont Capital Management
Delaware
$2.03M -$2.56M -19,184 -56%
SCI
785
S&CO Inc
Massachusetts
$2.02M
EM
786
Excalibur Management
Massachusetts
$2.02M -$9.76K -73 -0.5%
HI
787
Hudock Inc
Pennsylvania
$2.01M -$4.01K -30 -0.2%
BPC
788
Banque Pictet & Cie
Switzerland
$2.01M
OIM
789
Orca Investment Management
Oregon
$2.01M +$5.35K +40 +0.3%
NHC
790
Nicholas Hoffman & Company
Georgia
$2.01M +$432K +3,230 +27%
FFN
791
Focus Financial Network
Minnesota
$2.01M +$58.1K +435 +3%
ZIC
792
ZWJ Investment Counsel
Georgia
$2.01M -$234K -1,750 -10%
SIA
793
Soltis Investment Advisors
Utah
$2.01M +$80.1K +599 +4%
ADL
794
Asset Dedication LLC
California
$2M +$261K +1,951 +15%
CAMG
795
CWA Asset Management Group
Florida
$2M +$5.61K +42 +0.3%
VFA
796
Valeo Financial Advisors
Indiana
$2M +$783K +5,856 +64%
RIA
797
Regal Investment Advisors
Michigan
$1.99M -$43.8K -328 -2%
PTC
798
Philadelphia Trust Company
Pennsylvania
$1.99M -$86.2K -645 -4%
KFC
799
Klingenstein Fields & Co
New York
$1.98M +$12.8K +96 +0.6%
ZCM
800
Ziegler Capital Management
Illinois
$1.97M -$133K -998 -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.