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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 %
HSA
901
Hussman Strategic Advisors
Maryland
$1.44M +$80K +628 +6%
CCG
902
Ceeto Capital Group
Florida
$1.44M +$14.6K +115 +1%
PCM
903
Penserra Capital Management
California
$1.44M +$378K +2,968 +36%
NERM
904
New England Research & Management
Illinois
$1.43M -$2.29K -18 -0.2%
HW
905
Hancock Whitney
Mississippi
$1.43M -$434K -3,406 -23%
GWM
906
Gitterman Wealth Management
New Jersey
$1.43M +$1.43M +11,233 New
SC
907
Schulhoff & Co
Ohio
$1.43M – – –
TFM
908
TFC Financial Management
Massachusetts
$1.43M -$174K -1,366 -11%
RHBC
909
R.H. Bluestein & Co
Michigan
$1.43M -$92K -722 -6%
QIM
910
Quest Investment Management
Oregon
$1.42M – – –
EH
911
Equitable Holdings
New York
$1.42M +$264K +2,075 +23%
MWPCG
912
Measured Wealth Private Client Group
New Hampshire
$1.42M +$211K +1,658 +17%
CCT
913
Capital City Trust
Florida
$1.42M +$112K +881 +9%
RBC
914
Roble Belko & Company
Pennsylvania
$1.4M +$16.8K +132 +1%
CFA
915
Cahill Financial Advisors
Minnesota
$1.4M +$122K +961 +10%
MWM
916
Modera Wealth Management
New Jersey
$1.4M -$170K -1,334 -11%
LWAM
917
Legacy Wealth Asset Management
Minnesota
$1.4M +$21.1K +166 +2%
DWT
918
Dorsey & Whitney Trust
South Dakota
$1.39M +$129K +1,009 +10%
CICI
919
Capital Investment Counsel Inc
North Carolina
$1.39M +$440K +3,449 +46%
VFPI
920
Vantage Financial Partners (Illinois)
Illinois
$1.39M – – –
HI
921
HBK Investments
Texas
$1.39M -$2.31M -18,153 -63%
GAM
922
Grandview Asset Management
Pennsylvania
$1.38M -$74.8K -587 -5%
HFM
923
Hartford Financial Management
Connecticut
$1.38M -$11.7K -92 -0.8%
LWCFA
924
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.38M -$88K -691 -6%
AWE
925
Avidian Wealth Enterprises
Texas
$1.38M +$20.3K +159 +1%
35 36
37
38 39