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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
Bank of Nova Scotia
76
Bank of Nova Scotia
Ontario, Canada
$123M +$40.7M +304,327 +49%
EVM
77
Eaton Vance Management
Massachusetts
$118M +$2M +14,967 +2%
Canada Life
78
Canada Life
Manitoba, Canada
$117M +$1.86M +13,895 +2%
SAM
79
Storebrand Asset Management
Norway
$116M +$1.65M +12,379 +1%
Retirement Systems of Alabama
80
Retirement Systems of Alabama
Alabama
$116M -$2.66M -19,925 -2%
Allianz Asset Management
81
Allianz Asset Management
Germany
$114M +$65.3M +488,444 +132%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$112M -$54.1M -404,375 -32%
TD Asset Management
83
TD Asset Management
Ontario, Canada
$101M +$3.46M +25,912 +4%
CIC
84
Crawford Investment Counsel
Georgia
$97.7M +$6.96M +52,047 +8%
RI
85
RWWM Inc
California
$97.3M -$77.8K -582 -0.1%
Citadel Advisors
86
Citadel Advisors
Florida
$95.3M +$69.8M +521,964 +267%
State of Wisconsin Investment Board
87
State of Wisconsin Investment Board
Wisconsin
$93.3M +$3.34M +24,978 +4%
MSV
88
MN Services Vermogensbeheer
Netherlands
$92.8M +$1.79M +13,389 +2%
LPL Financial
89
LPL Financial
California
$90.3M +$3.86M +28,865 +4%
DekaBank Deutsche Girozentrale
90
DekaBank Deutsche Girozentrale
Germany
$90.1M +$495K +3,705 +0.6%
JMPWA
91
JP Morgan Private Wealth Advisors
California
$89.8M -$4.62M -34,527 -5%
BGIM
92
Brandywine Global Investment Management
Pennsylvania
$88.9M -$5.89M -44,058 -6%
Truist Financial
93
Truist Financial
North Carolina
$86.7M +$355K +2,659 +0.4%
Toronto Dominion Bank
94
Toronto Dominion Bank
Ontario, Canada
$81.7M -$12.6M -94,578 -13%
Ohio Public Employees Retirement System (OPERS)
95
Ohio Public Employees Retirement System (OPERS)
Ohio
$79.8M -$569K -4,253 -0.7%
US Bancorp
96
US Bancorp
Minnesota
$79.5M +$75.9K +568 +0.1%
Chevy Chase Trust
97
Chevy Chase Trust
Maryland
$78.5M -$2.64M -19,750 -3%
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$77.4M +$3.55M +26,542 +5%
Aberdeen Group
99
Aberdeen Group
United Kingdom
$76.4M +$1.92M +14,397 +3%
State of New Jersey Common Pension Fund D
100
State of New Jersey Common Pension Fund D
New Jersey
$73.2M -$360K -2,694 -0.5%

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.