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IBM

2,152 hedge funds and large institutions have $66.7B invested in IBM in 2021 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 911 increasing their positions, 835 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 126

9% more repeat investments, than reductions

Existing positions increased: 911 | Existing positions reduced: 835

4% more capital invested

Capital invested by funds: $63.9B → $66.7B (+$2.78B)

1% more funds holding

Funds holding: 2,135 → 2,152 (+17)

0.73% less ownership

Funds ownership: 59.56% → 58.83% (-0.73%)

6% less funds holding in top 10

Funds holding in top 10: 35 → 33 (-2)

25% less call options, than puts

Call options by funds: $1.64B | Put options by funds: $2.18B

Holders
2,152
Holders Change
+17
Holders Change %
+0.8%
% of All Funds
37.78%
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
911
Reduced
835
Closed
126
Calls
$1.64B
Puts
$2.18B
Net Calls
-$536M
Net Calls Change
-$127M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$279M
2
BlackRock
BlackRock
New York
+$252M
3
Renaissance Technologies
Renaissance Technologies
New York
+$139M
4
ProShare Advisors
ProShare Advisors
Maryland
+$124M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$111M

Top Sellers

Rank Fund Capital Flow
1
IFP
Independent Franchise Partners
United Kingdom
-$560M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$457M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$154M
4
Prudential Financial
Prudential Financial
New Jersey
-$103M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$93.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1026
CoreFirst Bank & Trust
Kansas
$1.14M – – –
PTC
1027
Private Trust Company
Ohio
$1.14M +$10.8K +90 +1%
NPA
1028
Nichols & Pratt Advisers
Massachusetts
$1.14M – – –
BHBT
1029
Burke & Herbert Bank & Trust
Virginia
$1.14M -$689K -5,753 -39%
BP
1030
BBR Partners
New York
$1.14M -$292K -2,442 -21%
EF
1031
Empirical Finance
Pennsylvania
$1.14M – – –
GT
1032
Greenleaf Trust
Michigan
$1.14M +$227K +1,893 +27%
EWA
1033
EP Wealth Advisors
California
$1.13M +$154K +1,288 +17%
SDAM
1034
Shulman DeMeo Asset Management
New York
$1.13M +$711K +5,939 +202%
RIM
1035
Redwood Investment Management
Arizona
$1.13M +$202K +1,691 +24%
LC
1036
Lindbrook Capital
California
$1.13M +$883K +7,380 +506%
S
1037
Seeyond
France
$1.13M +$17.1K +143 +2%
ECU
1038
Eisler Capital (UK)
United Kingdom
$1.12M +$1.06M +8,823 New
HCM
1039
Howland Capital Management
Massachusetts
$1.12M -$101K -842 -9%
HI
1040
Human Investing
Oregon
$1.12M -$65.9K -551 -6%
ACM
1041
Ategra Capital Management
Virginia
$1.12M +$385K +3,216 +58%
FG
1042
Fiduciary Group
Georgia
$1.11M – – –
B
1043
Bailard
California
$1.11M -$81.4K -680 -7%
BIM
1044
Baldwin Investment Management
Pennsylvania
$1.11M -$60.9K -509 -6%
TAM
1045
Todd Asset Management
Kentucky
$1.11M +$2.75K +23 +0.3%
GVAG
1046
Great Valley Advisor Group
Delaware
$1.11M +$37.8K +316 +4%
BTWM
1047
Baker Tilly Wealth Management
Wisconsin
$1.11M +$353K +2,952 +51%
BCP
1048
Blackhawk Capital Partners
Wisconsin
$1.1M +$555K +4,638 +102%
TCOT
1049
Trust Company of Toledo
Ohio
$1.1M +$85.9K +718 +9%
FBT
1050
First Bank & Trust
South Dakota
$1.09M -$2.87K -24 -0.3%
40 41
42
43 44

IBM Hedge Fund Activity: Q1 2021 in Review

2,152 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2021, worth a combined $66.7B — up 4.4% from $63.9B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new IBM positions and 126 closed out — a net gain of 42 holders — while 911 added to existing stakes and 835 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $279M. The largest seller was Independent Franchise Partners, exiting entirely with an estimated $560M sold.

  • 2,152 institutional investors held IBM (IBM) as of Q1 2021, up from 2,135 in Q4 2020.
  • Funds reported $66.7B of IBM stock for Q1 2021, up 4.4% quarter-over-quarter.
  • 168 funds opened new IBM positions in Q1 2021 and 126 closed out, a net change of +42 holders.
  • The largest IBM buyer in Q1 2021 was Morgan Stanley, an estimated $279M added.
  • The largest IBM seller in Q1 2021 was Independent Franchise Partners, an estimated $560M sold.

Based on aggregated 13F filings for Q1 2021.