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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 %
CAG
1051
Csenge Advisory Group
Florida
$1.08M -$18.6K -143 -2%
CIM
1052
CIM Investment Management
Pennsylvania
$1.08M -$42.2K -331 -4%
MCIA
1053
Mountain Capital Investment Advisors
Colorado
$1.08M +$137K +1,089 +14%
RIG
1054
Renaissance Investment Group
Massachusetts
$1.08M -$62.5K -491 -5%
FB
1055
First Bancorp
Maine
$1.08M +$1.08M +8,454 New
RMDI
1056
R.M. Davis Inc
Maine
$1.08M -$53.3K -418 -5%
CCM
1057
Chilton Capital Management
Texas
$1.07M -$10.7K -84 -1%
AF
1058
Arrow Financial
New York
$1.07M -$8.65K -68 -0.8%
MCM
1059
Mork Capital Management
California
$1.07M – – –
CC
1060
Chicago Capital
Illinois
$1.07M -$33.9K -266 -3%
LF
1061
Lantz Financial
Illinois
$1.07M +$187K +1,467 +21%
PWMAG
1062
Pinnacle Wealth Management Advisory Group
New Jersey
$1.07M -$122K -959 -10%
WMA
1063
Wealth Management Associates
New Jersey
$1.07M -$100K -787 -9%
FTDI
1064
First Trust Direct Indexing
Massachusetts
$1.07M +$78.6K +617 +8%
CSUI
1065
Cincinnati Specialty Underwriters Insurance
Ohio
$1.07M – – –
SACTSONJ
1066
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.07M – – –
BFO
1067
Boston Family Office
Massachusetts
$1.06M -$230K -1,784 -18%
WCM
1068
Washington Capital Management
Washington
$1.06M +$120K +942 +13%
TA
1069
TruWealth Advisors
Louisiana
$1.05M +$36.8K +289 +4%
MW
1070
Marcum Wealth
Ohio
$1.05M +$557K +4,374 +112%
ACI
1071
Alpha Cubed Investments
California
$1.05M +$530K +4,158 +101%
AWA
1072
Arete Wealth Advisors
Illinois
$1.05M -$21.7K -170 -2%
VLKIM
1073
Van Lanschot Kempen Investment Management
Netherlands
$1.05M +$73.1K +574 +7%
RMA
1074
Roffman Miller Associates
Pennsylvania
$1.05M +$48.9K +384 +5%
HFBOT
1075
Home Federal Bank of Tennessee
Tennessee
$1.05M -$104K -816 -9%
41 42
43
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