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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 %
WPC
801
White Pine Capital
Minnesota
$1.81M -$12.6K -99 -0.7%
PTC
802
Philadelphia Trust Company
Pennsylvania
$1.81M +$66.6K +523 +4%
AAS
803
Annex Advisory Services
Wisconsin
$1.8M -$3.83K -30 -0.2%
TC
804
Telemus Capital
Michigan
$1.8M +$965K +7,423 +116%
SMH
805
Sanders Morris Harris
Texas
$1.79M +$13.3K +104 +0.7%
SRC
806
Shufro Rose & Co
New York
$1.78M +$2.29K +18 +0.1%
DT
807
Diversified Trust
Tennessee
$1.78M -$166K -1,299 -9%
RCAG
808
Rehmann Capital Advisory Group
Michigan
$1.78M +$24.7K +194 +1%
BUB
809
BBVA USA Bancshares
Texas
$1.78M -$95.8K -752 -5%
FNBT
810
FineMark National Bank & Trust
Florida
$1.77M -$104K -814 -6%
PPSG
811
Princeton Portfolio Strategies Group
New Jersey
$1.77M +$47.9K +376 +3%
IMPI
812
Ilmarinen Mutual Pension Insurance
Finland
$1.77M -$4M -31,380 -69%
OPTFSNA
813
Old Point Trust & Financial Services N A
Virginia
$1.75M +$249K +1,956 +17%
HAIM
814
Hunter Associates Investment Management
Pennsylvania
$1.75M -$190K -1,488 -10%
GWM
815
GSB Wealth Management
Connecticut
$1.75M +$1.75M +13,703 New
GIA
816
Gladstone Institutional Advisory
Florida
$1.74M +$1.44M +11,334 +486%
FFN
817
Focus Financial Network
Minnesota
$1.73M +$945K +7,417 +120%
HI
818
Harbour Investments
Wisconsin
$1.73M +$1.73M +13,596 New
Assenagon Asset Management
819
Assenagon Asset Management
Luxembourg
$1.73M -$67.1K -527 -4%
MGIA
820
Matthew Goff Investment Advisor
Texas
$1.73M – – –
VMPIC
821
Varma Mutual Pension Insurance Co
Finland
$1.72M – – –
DAS
822
Dynamic Advisor Solutions
Arizona
$1.72M +$1.29M +10,117 +302%
SP
823
SWS Partners
Ohio
$1.71M +$94.1K +739 +6%
RE
824
RBC Europe
United Kingdom
$1.7M -$34.7K -272 -2%
PH
825
Pinnacle Holdings
Oklahoma
$1.7M -$3.7K -29 -0.2%
31 32
33
34 35