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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 %
PAMG
826
Patton Albertson Miller Group
Tennessee
$1.7M -$92.4K -725 -5%
EF
827
Exeter Financial
Arizona
$1.7M +$92.1K +723 +6%
VVP
828
Venture Visionary Partners
Ohio
$1.69M +$375K +2,948 +29%
GW
829
GW & Wade
Massachusetts
$1.69M +$156K +1,227 +10%
MCAI
830
Members Capital Advisors Inc
Wisconsin
$1.69M – – –
KPW
831
Kore Private Wealth
New York
$1.68M +$84.2K +661 +5%
LS
832
Leelyn Smith
Illinois
$1.66M +$141K +1,106 +9%
NA
833
NewEdge Advisors
Louisiana
$1.66M +$1.4K +11 +0.1%
AC
834
Allstate Corporation
Illinois
$1.65M -$318K -2,496 -16%
CC
835
Centiva Capital
New York
$1.65M +$1.49M +43,786 +936%
SIC
836
SFE Investment Counsel
California
$1.65M +$585K +4,592 +55%
HCM
837
Highlander Capital Management
New Jersey
$1.64M +$1.19M +9,310 +262%
SIA
838
Soltis Investment Advisors
Utah
$1.64M +$327K +2,570 +25%
CFSG
839
Clark Financial Services Group
Missouri
$1.63M +$1.63M +12,824 New
PFO
840
Pathstone Family Office
New Jersey
$1.63M +$1.37M +10,742 +532%
CT
841
Cambridge Trust
Massachusetts
$1.62M -$133K -1,045 -8%
MBT
842
Montecito Bank & Trust
California
$1.62M +$44.1K +346 +3%
KA
843
Kovack Advisors
Florida
$1.61M +$1.09M +8,572 +210%
CFG
844
Cooper Financial Group
California
$1.61M +$155K +1,216 +11%
FAIM
845
Financial Advocates Investment Management
Washington
$1.61M +$314K +2,963 +24%
PAM
846
Pegasus Asset Management
New York
$1.6M +$59.1K +464 +4%
KIA
847
KCM Investment Advisors
California
$1.6M +$100K +788 +7%
HI
848
Horizon Investments
North Carolina
$1.6M +$1.6M +12,517 New
AWM
849
Aries Wealth Management
Maine
$1.59M – – –
SC
850
Savant Capital
Illinois
$1.59M -$124K -972 -7%
32 33
34
35 36