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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
KFA
1076
Kelleher Financial Advisors
New York
$1.11M +$252K +1,882 +29%
RSC
1077
Red Spruce Capital
Pennsylvania
$1.1M +$20.1K +150 +2%
ETI
1078
Enterprise Trust & Investment
California
$1.1M -$8.82K -66 -0.8%
BIAS
1079
Beacon Investment Advisory Services
New Jersey
$1.1M -$19.3K -144 -2%
AF
1080
Arrow Financial
New York
$1.1M -$16.8K -126 -1%
WAM
1081
Weatherly Asset Management
California
$1.1M -$38.5K -288 -3%
MCIA
1082
Mountain Capital Investment Advisors
Colorado
$1.1M +$35.7K +267 +3%
PIM
1083
Perpetual Investment Management
Australia
$1.09M
CWM
1084
Cornerstone Wealth Management
Missouri
$1.09M -$2.54K -19 -0.2%
VDBMI
1085
Van Den Berg Management I
Texas
$1.09M +$311K +2,323 +40%
FWP
1086
FAS Wealth Partners
Kansas
$1.08M +$47.7K +357 +5%
WCM
1087
Washington Capital Management
Washington
$1.08M -$33.6K -251 -3%
MWM
1088
Minot Wealth Management
Massachusetts
$1.08M +$64.2K +480 +6%
WDA
1089
Wendell David Associates
New Hampshire
$1.07M
KLCM
1090
KG&L Capital Management
Louisiana
$1.07M -$109K -817 -9%
OSIA
1091
O'Shares Investment Advisers
Massachusetts
$1.07M -$1.29M -9,669 -55%
CBFP
1092
Cedar Brook Financial Partners
Ohio
$1.07M -$3.08K -23 -0.3%
FDS
1093
First Dallas Securities
Texas
$1.07M +$55.9K +418 +5%
OFG
1094
OmniStar Financial Group
North Carolina
$1.07M +$1.08M +8,048 New
BMC
1095
Beaton Management Company
Massachusetts
$1.06M
MAM
1096
Madison Asset Management
Wisconsin
$1.06M +$76.2K +570 +8%
1832 Asset Management
1097
1832 Asset Management
Ontario, Canada
$1.06M +$942K +7,047 +797%
MJRIC
1098
Mogy Joel R Investment Counsel
California
$1.06M
SEEDPG
1099
S.E.E.D. Planning Group
New York
$1.06M -$118K -885 -10%
OPS
1100
Orion Portfolio Solutions
Nebraska
$1.06M +$43.4K +325 +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.