IBM icon

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 %
EF
1026
Empirical Finance
Pennsylvania
$1.14M – – –
GT
1027
Greenleaf Trust
Michigan
$1.14M +$241K +1,893 +27%
EWA
1028
EP Wealth Advisors
California
$1.13M +$164K +1,288 +17%
SDAM
1029
Shulman DeMeo Asset Management
New York
$1.13M +$757K +5,939 +202%
RIM
1030
Redwood Investment Management
Arizona
$1.13M +$215K +1,691 +24%
LC
1031
Lindbrook Capital
California
$1.13M +$940K +7,380 +506%
S
1032
Seeyond
France
$1.13M +$18.2K +143 +2%
ECU
1033
Eisler Capital (UK)
United Kingdom
$1.12M +$1.12M +8,823 New
HCM
1034
Howland Capital Management
Massachusetts
$1.12M -$107K -842 -9%
HI
1035
Human Investing
Oregon
$1.12M -$70.2K -551 -6%
ACM
1036
Ategra Capital Management
Virginia
$1.12M +$410K +3,216 +58%
FG
1037
Fiduciary Group
Georgia
$1.11M – – –
B
1038
Bailard
California
$1.11M -$86.6K -680 -7%
BIM
1039
Baldwin Investment Management
Pennsylvania
$1.11M -$64.9K -509 -6%
TAM
1040
Todd Asset Management
Kentucky
$1.11M +$2.93K +23 +0.3%
GVAG
1041
Great Valley Advisor Group
Delaware
$1.11M +$40.3K +316 +4%
BTWM
1042
Baker Tilly Wealth Management
Wisconsin
$1.11M +$376K +2,952 +51%
BCP
1043
Blackhawk Capital Partners
Wisconsin
$1.1M +$558K +4,638 +102%
TCOT
1044
Trust Company of Toledo
Ohio
$1.1M +$91.5K +718 +9%
FBT
1045
First Bank & Trust
South Dakota
$1.09M -$3.06K -24 -0.3%
BO
1046
BRR OpCo
Ohio
$1.09M +$60.4K +474 +6%
MMPW
1047
Mitchell McLeod Pugh & Williams
Alabama
$1.09M +$1.15K +9 +0.1%
MC
1048
Martin & Co
Tennessee
$1.08M -$18.4K -144 -2%
SCM
1049
Southport Capital Management
Tennessee
$1.08M +$427K +3,350 +65%
ECM
1050
Evergreen Capital Management
Washington
$1.08M -$1.17M -9,166 -52%
40 41
42
43 44