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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
FBT
1051
First Bank & Trust
South Dakota
$1.16M -$13.9K -104 -1%
SSG
1052
Summit Securities Group
New York
$1.15M -$203K -1,517 -15%
CC
1053
Chicago Capital
Illinois
$1.15M -$49.6K -371 -4%
AP
1054
Appleton Partners
Massachusetts
$1.15M -$224K -1,674 -16%
ACM
1055
Ategra Capital Management
Virginia
$1.15M -$19.1K -143 -2%
SPC
1056
Stewart & Patten Company
California
$1.15M -$145K -1,083 -11%
HI
1057
Human Investing
Oregon
$1.15M -$2.67K -20 -0.2%
SFP
1058
Sandbox Financial Partners
Maryland
$1.14M +$228K +1,704 +25%
AG
1059
AIA Group
Hong Kong
$1.14M +$569K +4,255 +99%
MMPW
1060
Mitchell McLeod Pugh & Williams
Alabama
$1.14M +$535 +4 +0%
RMDI
1061
R.M. Davis Inc
Maine
$1.14M +$73K +546 +7%
GA
1062
Greytown Advisors
Florida
$1.14M -$36.9K -276 -3%
IAMOG
1063
Investors Asset Management of Georgia
Georgia
$1.13M +$136K +1,014 +13%
IA
1064
IFP Advisors
Florida
$1.13M +$24.7K +185 +2%
JWA
1065
JFS Wealth Advisors
Pennsylvania
$1.12M +$152K +1,135 +16%
BO
1066
BRR OpCo
Ohio
$1.12M -$19.9K -149 -2%
MCM
1067
Mork Capital Management
California
$1.12M
AWA
1068
Arkadios Wealth Advisors
Georgia
$1.12M +$246K +1,841 +28%
B
1069
Bellecapital
Switzerland
$1.12M +$558K +4,176 +99%
DWT
1070
Dorsey & Whitney Trust
South Dakota
$1.11M -$16.4K -123 -1%
CIM
1071
CIM Investment Management
Pennsylvania
$1.11M -$6.82K -51 -0.6%
DA
1072
Detalus Advisors
Missouri
$1.11M +$270K +2,019 +32%
CSUI
1073
Cincinnati Specialty Underwriters Insurance
Ohio
$1.11M
SACTSONJ
1074
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.11M
CA
1075
Cornerstone Advisory
Maryland
$1.11M +$38.2K +286 +4%

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.