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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
WPW
951
Waldron Private Wealth
Pennsylvania
$1.39M +$441K +3,298 +46%
FPCM
952
Financial Partners Capital Management
New York
$1.39M +$1M +7,495 +253%
AC
953
Allstate Corporation
Illinois
$1.39M -$174K -1,304 -11%
FWM
954
Frontier Wealth Management
Missouri
$1.38M +$108K +805 +8%
IC
955
IEQ Capital
California
$1.38M +$258K +1,931 +23%
IHL
956
Investment House LLC
California
$1.38M -$319K -2,385 -19%
MIC
957
Means Investment Company
Maine
$1.38M +$346K +2,585 +33%
VFPI
958
Vantage Financial Partners (Illinois)
Illinois
$1.38M -$69.9K -523 -5%
BSB
959
Bangor Savings Bank
Maine
$1.38M +$422K +3,160 +44%
CCC
960
Crescent Capital Consulting
Louisiana
$1.37M -$3.48K -26 -0.3%
ET
961
Equitable Trust
Tennessee
$1.37M +$30.3K +227 +2%
CSS
962
Cubist Systematic Strategies
Connecticut
$1.37M -$5.68M -42,461 -80%
ISWM
963
Independent Solutions Wealth Management
New York
$1.37M +$215K +1,609 +18%
FAIM
964
Financial Advocates Investment Management
Washington
$1.37M -$303K -2,263 -18%
BFIM
965
Beese Fulmer Investment Management
Ohio
$1.37M -$18.3K -137 -1%
JC
966
JB Capital
Connecticut
$1.37M +$1.38M +10,294 New
NL
967
NWAM LLC
Washington
$1.36M -$375K -2,806 -22%
LNB
968
Ledyard National Bank
$1.36M -$173K -1,297 -11%
BAMF
969
BI Asset Management Fondsmaeglerselskab
Denmark
$1.36M -$169K -1,267 -11%
SIM
970
Stratos Investment Management
Ohio
$1.35M +$342K +2,559 +34%
WDC
971
Woodward Diversified Capital
California
$1.35M
HBT
972
Hills Bank & Trust
Iowa
$1.35M +$73.3K +548 +6%
MCCP
973
Mission Creek Capital Partners
California
$1.34M
EFM
974
E Fund Management
China
$1.34M +$1.35M +10,074 New
SDAM
975
Shulman DeMeo Asset Management
New York
$1.33M +$1.34M +10,023 New

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.