We are live on ! Find out more
IBM icon

IBM
IBM

2,352 hedge funds and large institutions have $67B invested in IBM in 2021 Q4 according to their latest regulatory filings, with 343 funds opening new positions, 549 increasing their positions, 1,458 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 343 | Existing positions closed: 121

11% more call options, than puts

Call options by funds: $2.61B | Put options by funds: $2.35B

9% more funds holding

Funds holding: 2,163 → 2,352 (+189)

5% less capital invested

Capital invested by funds: $70.4B → $67B (-$3.36B)

3.22% less ownership

Funds ownership: 59.28% → 56.05% (-3.2%)

24% less funds holding in top 10

Funds holding in top 10: 37 → 28 (-9)

62% less repeat investments, than reductions

Existing positions increased: 549 | Existing positions reduced: 1,458

Holders
2,352
Holders Change
+189
Holders Change %
+8.74%
% of All Funds
36.19%
Holding in Top 10
28
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-24.32%
% of All Funds
0.43%
New
343
Increased
549
Reduced
1,458
Closed
121
Calls
$2.61B
Puts
$2.35B
Net Calls
+$255M
Net Calls Change
-$285M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$333M
2
Amundi
Amundi
France
+$266M
3
Marshall Wace
Marshall Wace
United Kingdom
+$119M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$71.1M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$62.9M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$355M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$333M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$278M
4
Morgan Stanley
Morgan Stanley
New York
-$266M
5
BlackRock
BlackRock
New York
-$256M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
776
Gladius Capital Management
Illinois
$2.07M +$1.94M +15,493 New
Bank Julius Baer & Co
777
Bank Julius Baer & Co
Switzerland
$2.07M +$433K +3,451 +29%
GWM
778
GSB Wealth Management
Connecticut
$2.06M +$147K +1,171 +8%
EF
779
Empirical Finance
Pennsylvania
$2.05M +$450K +3,587 +31%
JWCA
780
J.W. Coons Advisors
Ohio
$2.05M -$62.2K -496 -3%
OPTFSNA
781
Old Point Trust & Financial Services N A
Virginia
$2.03M -$35.2K -281 -2%
SNBOSCI
782
Security National Bank of Sioux City Iowa
Iowa
$2.03M -$95.3K -760 -5%
CAMG
783
CWA Asset Management Group
Florida
$2.02M +$6.15K +49 +0.3%
CICI
784
Capital Investment Counsel Inc
North Carolina
$2.01M +$322K +2,570 +21%
PCC
785
Park Circle Company
Maryland
$2M -$5.23M -41,690 -74%
AIM
786
Allen Investment Management
New York
$2M +$1.88M +15,000 New
BFO
787
Biltmore Family Office
North Carolina
$2M +$1.44M +11,479 +329%
RIA
788
Regal Investment Advisors
Michigan
$2M -$4.64K -37 -0.2%
GJIC
789
Gamble Jones Investment Counsel
California
$2M -$270K -2,152 -13%
EM
790
Excalibur Management
Massachusetts
$2M -$28.5K -227 -1%
AHB
791
Abner Herrman & Brock
New Jersey
$1.99M -$98.1K -782 -5%
IRF
792
IBM Retirement Fund
New York
$1.99M -$1.45M -11,540 -44%
NHC
793
Nicholas Hoffman & Company
Georgia
$1.99M -$33.5K -267 -2%
SAM
794
Shell Asset Management
Netherlands
$1.99M +$159K +1,268 +9%
BAM
795
Belpointe Asset Management
Nevada
$1.99M +$542K +4,322 +41%
RVM
796
Robinson Value Management
Texas
$1.98M -$92.2K -735 -5%
SIAG
797
Signet Investment Advisory Group
Rhode Island
$1.98M -$142K -1,135 -7%
HPIA
798
Hamilton Point Investment Advisors
North Carolina
$1.97M -$311K -2,480 -14%
CFG
799
Citizens Financial Group
Rhode Island
$1.97M -$81.5K -650 -4%
EL
800
EMFO LLC
Florida
$1.96M -$84.7K -675 -4%
30 31
32
33 34

IBM Hedge Fund Activity: Q4 2021 in Review

2,352 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q4 2021, worth a combined $67B — down 4.8% from $70.4B a quarter earlier.

Buyers outnumbered sellers: 343 funds opened new IBM positions and 121 closed out — a net gain of 222 holders — while 549 added to existing stakes and 1,458 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $333M. The largest seller was Vanguard Group, cutting an estimated $355M.

  • 2,352 institutional investors held IBM (IBM) as of Q4 2021, up from 2,163 in Q3 2021.
  • Funds reported $67B of IBM stock for Q4 2021, down 4.8% quarter-over-quarter.
  • 343 funds opened new IBM positions in Q4 2021 and 121 closed out, a net change of +222 holders.
  • The largest IBM buyer in Q4 2021 was JP Morgan Chase, an estimated $333M added.
  • The largest IBM seller in Q4 2021 was Vanguard Group, an estimated $355M sold.

Based on aggregated 13F filings for Q4 2021.