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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
HIC
801
Holderness Investments Company
North Carolina
$1.97M -$51.1K -382 -3%
TF
802
Tompkins Financial
New York
$1.96M +$1.98M +14,779 New
AUB
803
Atlantic Union Bankshares
Virginia
$1.96M -$460K -3,442 -19%
SSB
804
Sandy Spring Bank
Maryland
$1.94M -$24.9K -186 -1%
FC
805
FCA Corp
Texas
$1.93M +$19K +142 +1%
CT
806
Cambridge Trust
Massachusetts
$1.93M +$220K +1,647 +13%
CC
807
Centiva Capital
New York
$1.91M +$20.6M +153,878 +1,196%
KPW
808
Kore Private Wealth
New York
$1.91M +$126K +944 +7%
AMIM
809
Aull & Monroe Investment Management
Alabama
$1.91M
SBL
810
Sargent Bickham Lagudis
Colorado
$1.91M +$184K +1,373 +11%
CFG
811
Cooper Financial Group
California
$1.9M +$96.1K +719 +5%
NA
812
NewEdge Advisors
Louisiana
$1.89M +$138K +1,031 +8%
GWM
813
GSB Wealth Management
Connecticut
$1.89M -$165K -1,235 -8%
FIA
814
FNY Investment Advisers
New York
$1.88M +$1.89M +14,121 +33,621%
EF
815
Exeter Financial
Arizona
$1.87M +$32.1K +240 +2%
VVP
816
Venture Visionary Partners
Ohio
$1.87M -$30.3K -227 -2%
SFS
817
Sowell Financial Services
Arkansas
$1.87M +$54.7K +409 +3%
BAM
818
Blueshift Asset Management
New Jersey
$1.86M -$2.35M -17,600 -56%
SP
819
SWS Partners
Ohio
$1.86M +$232K +1,734 +14%
CT
820
Chicago Trust
Illinois
$1.85M -$174K -1,300 -9%
WPC
821
White Pine Capital
Minnesota
$1.85M -$29.7K -222 -2%
MSU
822
Mizuho Securities USA
New York
$1.85M -$185K -1,387 -9%
SIC
823
SFE Investment Counsel
California
$1.84M +$96.5K +722 +5%
FNBOO
824
First National Bank of Omaha
Nebraska
$1.84M -$284K -2,124 -13%
IMPI
825
Ilmarinen Mutual Pension Insurance
Finland
$1.84M

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.