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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 %
NL
876
NWAM LLC
Washington
$1.52M +$239K +1,880 +19%
KWM
877
Kingsview Wealth Management
Oregon
$1.51M +$144K +1,130 +11%
AFG
878
Allegheny Financial Group
Pennsylvania
$1.51M -$9.68K -76 -0.6%
DWM
879
Darwin Wealth Management
Florida
$1.51M -$65.6K -515 -4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
880
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.51M – – –
DSC
881
Duncker Streett & Co
Missouri
$1.5M -$452K -3,550 -23%
IB
882
Intrust Bank
Kansas
$1.5M -$46.3K -363 -3%
AA
883
AlphaMark Advisors
Kentucky
$1.5M -$55.9K -439 -4%
RG
884
Rikoon Group
New Mexico
$1.49M – – –
CI
885
Conning Inc
Connecticut
$1.49M -$140K -1,098 -9%
NHC
886
Nicholas Hoffman & Company
Georgia
$1.48M -$29.4K -231 -2%
SGCA
887
Steel Grove Capital Advisors
Tennessee
$1.48M +$958K +7,520 +184%
LNB
888
Ledyard National Bank
$1.48M +$678K +5,324 +85%
FC
889
FORA Capital
Florida
$1.48M +$739K +5,804 +101%
WB
890
Webster Bank
Connecticut
$1.47M +$37.7K +296 +3%
ET
891
Equitable Trust
Tennessee
$1.47M +$151K +1,184 +11%
ESB
892
Essex Savings Bank
Connecticut
$1.47M +$24.5K +215 +2%
LNWWM
893
Laird Norton Wetherby Wealth Management
California
$1.47M -$329K -2,584 -18%
CTFG
894
Capstone Triton Financial Group
Oklahoma
$1.46M +$37.8K +297 +3%
KWM
895
Kanen Wealth Management
Florida
$1.46M +$1.46M +11,470 New
SNBOSD
896
Security National Bank of So Dak
Iowa
$1.45M +$165K +1,297 +13%
ED
897
Exane Derivatives
France
$1.45M -$135K -1,062 -9%
WDC
898
Woodward Diversified Capital
California
$1.45M -$191K -1,498 -12%
BFIM
899
Beese Fulmer Investment Management
Ohio
$1.44M -$63K -495 -4%
IF
900
Ironwood Financial
Arizona
$1.44M +$28.4K +223 +2%
34 35
36
37 38