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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
FHA
1001
Flagship Harbor Advisors
Massachusetts
$1.26M
MCM
1002
McRae Capital Management
New Jersey
$1.25M -$682K -5,105 -35%
CI
1003
Ceera Investments
Texas
$1.25M +$345K +2,583 +38%
PAMP
1004
Polar Asset Management Partners
Ontario, Canada
$1.25M +$1.26M +9,405 New
P
1005
Pitcairn
Pennsylvania
$1.25M -$35.6K -266 -3%
AF
1006
Advisornet Financial
Minnesota
$1.25M -$34.2K -256 -3%
LJAC
1007
L.J. Altfest & Co
New York
$1.25M -$9.22K -69 -0.7%
BP
1008
Ballentine Partners
Massachusetts
$1.24M +$8.55K +64 +0.7%
CQS
1009
Credential Qtrade Securities
$1.23M +$174K +1,299 +16%
NPA
1010
Nichols & Pratt Advisers
Massachusetts
$1.23M
FFS
1011
Founders Financial Securities
Maryland
$1.23M -$58.1K -435 -4%
CAG
1012
Csenge Advisory Group
Florida
$1.23M +$45.2K +338 +4%
FANJ
1013
Financial Architects (New Jersey)
New Jersey
$1.22M +$17.9K +134 +1%
BIM
1014
Baldwin Investment Management
Pennsylvania
$1.22M -$83.8K -627 -6%
IFG
1015
Independent Financial Group
California
$1.22M -$441K -3,299 -26%
HW
1016
Hancock Whitney
Mississippi
$1.22M -$175K -1,311 -12%
PTC
1017
Private Trust Company
Ohio
$1.22M +$11.5K +86 +0.9%
MFG
1018
MidWestOne Financial Group
Iowa
$1.22M +$126K +942 +11%
SB
1019
Simmons Bank
Arkansas
$1.21M +$99.1K +741 +9%
MWC
1020
MBM Wealth Consultants
Missouri
$1.21M
AWA
1021
Arete Wealth Advisors
Illinois
$1.21M +$69.1K +517 +6%
B
1022
Bailard
California
$1.2M +$2.14K +16 +0.2%
BHBT
1023
Burke & Herbert Bank & Trust
Virginia
$1.2M +$6.01K +45 +0.5%
AWM
1024
Apollon Wealth Management
South Carolina
$1.2M +$759K +5,676 +168%
MM
1025
Meridian Management
Arkansas
$1.2M

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.