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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
VI
826
Vestcor Inc
New Brunswick, Canada
$1.83M -$255K -1,907 -12%
CG
827
Colony Group
Massachusetts
$1.82M -$62K -464 -3%
LS
828
Leelyn Smith
Illinois
$1.82M +$28.6K +214 +2%
RE
829
RBC Europe
United Kingdom
$1.81M +$2.41K +18 +0.1%
CCMT
830
CMT Capital Markets Trading
Germany
$1.81M +$1.82M +13,598 New
SAM
831
Shell Asset Management
Netherlands
$1.81M -$2.91M -21,801 -62%
PDN
832
Pensionfund DSM Netherlands
Netherlands
$1.81M -$2.91M -21,757 -62%
WHG
833
Westwood Holdings Group
Texas
$1.8M +$742K +5,554 +64%
BJL
834
Brighton Jones LLC
Washington
$1.8M +$112K +839 +7%
SWIG
835
Strategic Wealth Investment Group
Kentucky
$1.79M +$384K +2,874 +28%
VMPIC
836
Varma Mutual Pension Insurance Co
Finland
$1.79M
GW
837
GW & Wade
Massachusetts
$1.79M -$46.9K -351 -3%
MGIA
838
Matthew Goff Investment Advisor
Texas
$1.79M -$30.5K -228 -2%
PAM
839
Pegasus Asset Management
New York
$1.79M +$77K +576 +4%
MP
840
McDonald Partners
Ohio
$1.78M -$271K -2,027 -13%
MBT
841
Montecito Bank & Trust
California
$1.78M +$46.8K +350 +3%
CFA
842
Carroll Financial Associates
North Carolina
$1.78M -$55.1K -412 -3%
MIM
843
Marco Investment Management
Georgia
$1.78M -$34.9K -261 -2%
EH
844
Equitable Holdings
New York
$1.77M +$146K +1,092 +9%
WSCM
845
Wellington Shields Capital Management
New York
$1.77M -$976K -7,300 -35%
WW
846
Waterfront Wealth
Kansas
$1.75M +$54.7K +409 +3%
FTDI
847
First Trust Direct Indexing
Massachusetts
$1.75M +$228K +1,709 +15%
SGCA
848
Steel Grove Capital Advisors
Tennessee
$1.75M +$33.6K +251 +2%
DBT
849
Dubuque Bank & Trust
Iowa
$1.75M +$45.7K +342 +3%
IEFM
850
IQ EQ Fund Management
Ireland
$1.75M +$114K +851 +7%

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.