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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 %
UAS
1001
United Asset Strategies
New York
$1.17M -$52K -408 -4%
PGWM
1002
Parisi Gray Wealth Management
New Jersey
$1.17M -$1.66K -13 -0.1%
NEWAS
1003
N.E.W. Advisory Services
Wisconsin
$1.17M +$658K +5,164 +128%
BG
1004
Bahl & Gaynor
Ohio
$1.17M -$46.6K -366 -4%
IWP
1005
Icon Wealth Partners
Texas
$1.17M +$371K +2,909 +47%
KLCM
1006
KG&L Capital Management
Louisiana
$1.17M +$136K +1,066 +13%
MCM
1007
McMillion Capital Management
North Carolina
$1.17M +$28.4K +223 +2%
VPIM
1008
Vanguard Personalized Indexing Management
California
$1.16M +$386K +3,030 +50%
SB
1009
Sunflower Bank
Texas
$1.16M -$49K -385 -4%
NGA
1010
Naples Global Advisors
Florida
$1.16M +$628K +4,932 +118%
MPI
1011
Mairs & Power Inc
Minnesota
$1.16M -$240K -1,882 -17%
FWM
1012
Focused Wealth Management
New York
$1.16M +$134K +1,048 +13%
IBOK
1013
Independence Bank of Kentucky
Kentucky
$1.15M -$191K -1,501 -14%
BIAS
1014
Beacon Investment Advisory Services
New Jersey
$1.15M -$27.9K -219 -2%
BRG
1015
Bay Rivers Group
Virginia
$1.15M -$25.6K -201 -2%
MM
1016
Meridian Management
Arkansas
$1.15M +$12.4K +97 +1%
CL
1017
Choreo LLC
Illinois
$1.15M -$266K -2,089 -19%
PBC
1018
Pavion Blue Capital
California
$1.15M +$32.8K +257 +3%
MKC
1019
M. Kraus & Co
Vermont
$1.14M -$28.9K -227 -2%
SIC
1020
Salem Investment Counselors
North Carolina
$1.14M +$151K +1,182 +15%
CBT
1021
CoreFirst Bank & Trust
Kansas
$1.14M – – –
PTC
1022
Private Trust Company
Ohio
$1.14M +$11.5K +90 +1%
NPA
1023
Nichols & Pratt Advisers
Massachusetts
$1.14M – – –
BHBT
1024
Burke & Herbert Bank & Trust
Virginia
$1.14M -$733K -5,753 -39%
BP
1025
BBR Partners
New York
$1.14M -$311K -2,442 -21%
39 40
41
42 43