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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
MWM
876
Modera Wealth Management
New Jersey
$1.64M +$216K +1,617 +15%
ACP
877
Ashfield Capital Partners
California
$1.63M -$27.9K -209 -2%
Wealth Enhancement Advisory Services
878
Wealth Enhancement Advisory Services
Minnesota
$1.62M +$401 +3 +0%
DAM
879
Derbend Asset Management
Georgia
$1.62M +$582K +4,354 +55%
AF
880
Allworth Financial
California
$1.62M +$130K +969 +9%
AP
881
Americana Partners
Texas
$1.62M +$1.63M +12,210 New
SFG
882
Snider Financial Group
Washington
$1.62M +$1.81M +13,556 New
WIC
883
Whitegate Investment Counselors
New Hampshire
$1.61M -$6.95K -52 -0.4%
CTA
884
Chesley Taft & Associates
Illinois
$1.61M +$233K +1,742 +17%
FL
885
Fort LP
Maryland
$1.61M -$168K -1,260 -9%
CFSG
886
Clark Financial Services Group
Missouri
$1.61M -$65.8K -492 -4%
SNBOSD
887
Security National Bank of So Dak
Iowa
$1.6M -$390K -2,919 -19%
Bank Julius Baer & Co
888
Bank Julius Baer & Co
Switzerland
$1.6M -$767K -5,741 -32%
AA
889
AlphaMark Advisors
Kentucky
$1.6M +$61.8K +462 +4%
CCM
890
Chilton Capital Management
Texas
$1.59M +$99.9K +747 +7%
4WM
891
44 Wealth Management
Oregon
$1.59M +$104K +778 +7%
RWP
892
Ridgecrest Wealth Partners
California
$1.58M +$48.9K +366 +3%
AA
893
Ancora Advisors
Ohio
$1.58M -$8.69K -65 -0.5%
AFG
894
Allegheny Financial Group
Pennsylvania
$1.58M -$1.07K -8 -0.1%
HVIA
895
Hudson Valley Investment Advisors
New York
$1.57M +$15.4K +115 +1%
CCG
896
Ceeto Capital Group
Florida
$1.57M +$15.2K +114 +1%
NEWAS
897
N.E.W. Advisory Services
Wisconsin
$1.56M +$166K +1,239 +12%
EF
898
Empirical Finance
Pennsylvania
$1.56M +$90.4K +676 +6%
AFP
899
Ausdal Financial Partners
Iowa
$1.56M +$160K +1,199 +11%
SFG
900
SevenBridge Financial Group
Pennsylvania
$1.55M -$25.1K -188 -2%

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.