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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 %
CCP
926
Clarkston Capital Partners
Michigan
$1.38M +$174K +1,364 +14%
GAA
927
Green Alpha Advisors
Colorado
$1.38M -$146K -1,148 -10%
BCP
928
Blue Chip Partners
Michigan
$1.37M +$1.37M +10,787 New
DPIM
929
Duff & Phelps Investment Management
Illinois
$1.37M – – –
BCM
930
Breiter Capital Management
Florida
$1.37M +$74.3K +583 +6%
AT
931
Arden Trust
Delaware
$1.37M -$175K -1,372 -11%
CCC
932
Crescent Capital Consulting
Louisiana
$1.37M +$846K +6,645 +162%
MIM
933
Marco Investment Management
Georgia
$1.37M -$493K -3,870 -27%
VAS
934
Valicenti Advisory Services
New York
$1.36M +$1.02M +8,030 +303%
MWM
935
Mission Wealth Management
California
$1.36M +$129K +1,012 +11%
BHA
936
Beech Hill Advisors
New York
$1.36M +$243K +1,909 +22%
DE
937
Day & Ennis
Georgia
$1.35M -$3.31K -26 -0.2%
PIM
938
Penobscot Investment Management
Massachusetts
$1.35M -$13.4K -105 -1%
BAM
939
Belpointe Asset Management
Nevada
$1.35M +$330K +2,587 +32%
IEFM
940
IQ EQ Fund Management
Ireland
$1.34M -$1.26M -9,888 -48%
WAM
941
Weatherly Asset Management
California
$1.34M -$118K -925 -8%
FNBTCON
942
First National Bank & Trust Co of Newtown
Pennsylvania
$1.34M -$85.9K -674 -6%
PWA
943
Providence Wealth Advisors
Illinois
$1.33M +$149K +1,173 +13%
WAM
944
Westport Asset Management
Connecticut
$1.33M – – –
CTA
945
Chesley Taft & Associates
Illinois
$1.33M – – –
OEP
946
Ocean Endowment Partners
Illinois
$1.33M +$73.8K +696 +6%
GIM
947
Guardian Investment Management
California
$1.33M -$25.6K -201 -2%
EH
948
Employers Holdings
Nevada
$1.33M -$375K -2,944 -22%
SFG
949
SevenBridge Financial Group
Pennsylvania
$1.32M +$68.9K +541 +5%
AF
950
Advisornet Financial
Minnesota
$1.32M -$110K -866 -8%
36 37
38
39 40