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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 %
FBC
1076
Fairfield, Bush & Co
Connecticut
$1.05M +$3.31K +26 +0.3%
WAP
1077
Wealthcare Advisory Partners
Pennsylvania
$1.05M +$302K +2,367 +40%
PWM
1078
PBMares Wealth Management
Virginia
$1.05M -$13.4K -105 -1%
WP
1079
WealthSource Partners
California
$1.04M -$25.5K -200 -2%
PIM
1080
Perpetual Investment Management
Australia
$1.04M – – –
BAM
1081
Brave Asset Management
New Jersey
$1.04M +$66.6K +523 +7%
B
1082
Barings
North Carolina
$1.04M -$53.1K -417 -5%
RSC
1083
Red Spruce Capital
Pennsylvania
$1.04M – – –
IAMOG
1084
Investors Asset Management of Georgia
Georgia
$1.03M +$293K +2,301 +40%
WDA
1085
Wendell David Associates
New Hampshire
$1.03M – – –
CA
1086
Cornerstone Advisory
Maryland
$1.03M -$201K -1,581 -16%
IWC
1087
Integrated Wealth Concepts
Massachusetts
$1.03M -$95.9K -753 -9%
NFC
1088
Northeast Financial Consultants
Connecticut
$1.02M +$510 +4 +0%
MFG
1089
MidWestOne Financial Group
Iowa
$1.02M – – –
TFS
1090
TrustCore Financial Services
Tennessee
$1.02M -$116K -910 -10%
BMC
1091
Beaton Management Company
Massachusetts
$1.02M – – –
OPCM
1092
Osborne Partners Capital Management
California
$1.02M -$3.25M -25,539 -76%
MJRIC
1093
Mogy Joel R Investment Counsel
California
$1.02M -$137K -1,076 -12%
AIM
1094
Anchor Investment Management
South Carolina
$1.02M -$18.5K -145 -2%
CT
1095
Chicago Trust
Illinois
$1.01M -$291K -2,286 -22%
HCM
1096
Hodges Capital Management
Texas
$1.01M +$1.01M +7,949 New
MIC
1097
Means Investment Company
Maine
$1.01M +$17.8K +140 +2%
JWM
1098
Jupiter Wealth Management
Colorado
$1.01M +$1.01M +7,322 New
MAM
1099
Mastrapasqua Asset Management
Tennessee
$1.01M +$59.4K +466 +6%
SB
1100
Simmons Bank
Arkansas
$1.01M -$187K -1,464 -16%
42 43
44
45 46