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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 %
ACP
851
Ashfield Capital Partners
California
$1.59M -$272K -2,134 -15%
GFA
852
Gifford Fong Associates
California
$1.59M – – –
WWM
853
Wagner Wealth Management
South Carolina
$1.58M +$706K +5,539 +81%
CNC
854
Citizens & Northern Corp
Pennsylvania
$1.58M -$32.1K -252 -2%
SBL
855
Sargent Bickham Lagudis
Colorado
$1.58M -$6.62K -52 -0.4%
EFM
856
E Fund Management
China
$1.58M +$1.58M +12,384 New
MIC
857
Meridian Investment Counsel
California
$1.57M -$5.35K -42 -0.3%
Wealth Enhancement Advisory Services
858
Wealth Enhancement Advisory Services
Minnesota
$1.57M +$26.4K +206 +2%
RA
859
RFG Advisory
Alabama
$1.57M -$40.9K -321 -3%
Loomis, Sayles & Company
860
Loomis, Sayles & Company
Massachusetts
$1.56M -$57.9K -454 -4%
HVIA
861
Hudson Valley Investment Advisors
New York
$1.56M +$65.4K +513 +4%
WIC
862
Whitegate Investment Counselors
New Hampshire
$1.56M -$25.7K -202 -2%
UCMOK
863
United Capital Management of KS
Kansas
$1.55M -$53.5K -420 -3%
EP
864
Eudaimonia Partners
Tennessee
$1.55M +$111K +874 +8%
RWP
865
Ridgecrest Wealth Partners
California
$1.55M +$1.55M +12,138 New
PFS
866
Physicians Financial Services
North Carolina
$1.54M +$150K +1,180 +11%
WW
867
Waterfront Wealth
Kansas
$1.54M +$165K +1,297 +12%
IAIM
868
International Assets Investment Management
Florida
$1.54M +$669K +5,422 +77%
CG
869
Caprock Group
Idaho
$1.54M +$22.5K +177 +1%
AFG
870
Alterity Financial Group
Maine
$1.53M +$1.53M +12,343 New
FHB
871
First Hawaiian Bank
Hawaii
$1.53M +$121K +948 +9%
AIA
872
Affinity Investment Advisors
California
$1.53M -$55.4K -435 -3%
FC
873
Forte Capital
New York
$1.53M -$14.5K -114 -0.9%
BJL
874
Brighton Jones LLC
Washington
$1.52M -$80.3K -630 -5%
AA
875
Ancora Advisors
Ohio
$1.52M +$151K +1,184 +11%
33 34
35
36 37