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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 %
CC
976
Cypress Capital
Tennessee
$1.23M +$131K +1,030 +12%
IIM
977
Ironwood Investment Management
Massachusetts
$1.22M -$12.1K -95 -1%
ETI
978
Enterprise Trust & Investment
California
$1.22M -$3.31K -26 -0.3%
FHA
979
Flagship Harbor Advisors
Massachusetts
$1.21M -$187K -1,465 -13%
GIM
980
Guild Investment Management
California
$1.21M -$393K -3,086 -25%
TBNY
981
Trustco Bank (New York)
New York
$1.2M -$29.9K -235 -2%
CFA
982
CWS Financial Advisors
Michigan
$1.2M +$2.68K +21 +0.2%
JIP
983
Jaffetilchin Investment Partners
Florida
$1.2M +$891K +6,989 +284%
MIP
984
Marietta Investment Partners
Wisconsin
$1.2M – – –
DJSG
985
D.J. St. Germain
Massachusetts
$1.2M -$51.2K -402 -4%
PWM
986
Perigon Wealth Management
California
$1.2M +$767K +6,023 +178%
BP
987
Ballentine Partners
Massachusetts
$1.2M -$169K -1,326 -12%
BOH
988
Bank of Hawaii
Hawaii
$1.2M -$8.28K -65 -0.7%
RCA
989
Ranch Capital Advisors
Florida
$1.2M +$105K +824 +10%
VC
990
Vicus Capital
Pennsylvania
$1.2M +$283K +2,220 +31%
MWC
991
MBM Wealth Consultants
Missouri
$1.19M +$17.1K +134 +1%
FCCM
992
First City Capital Management
Georgia
$1.19M +$277K +2,049 +30%
SCP
993
Syntal Capital Partners
Texas
$1.19M +$156K +1,223 +15%
IHL
994
Investment House LLC
California
$1.18M -$1.5M -11,768 -56%
AP
995
Appleton Partners
Massachusetts
$1.18M -$20.1K -158 -2%
Koshinski Asset Management
996
Koshinski Asset Management
Illinois
$1.18M +$1.66K +13 +0.1%
IC
997
IEQ Capital
California
$1.18M +$1.18M +9,247 New
SFG
998
Summit Financial Group
West Virginia
$1.18M -$8.79K -69 -0.7%
CCP
999
Corient Capital Partners
California
$1.18M +$74.9K +588 +7%
VFA
1000
Valeo Financial Advisors
Indiana
$1.17M +$99.3K +780 +9%
38 39
40
41 42