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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
MIH
1101
Meitav Investment House
Israel
$1.05M +$202K +1,513 +24%
B
1102
Barings
North Carolina
$1.05M -$5.75K -43 -0.5%
GVAG
1103
Great Valley Advisor Group
Delaware
$1.05M -$35.3K -264 -3%
ACM
1104
AlphaStar Capital Management
North Carolina
$1.05M +$488K +3,649 +78%
PFSC
1105
Peoples Financial Services Corp
Pennsylvania
$1.05M -$22.7K -170 -2%
IWM
1106
IHT Wealth Management
Illinois
$1.04M -$622K -4,651 -37%
MGIA
1107
Moneta Group Investment Advisors
Missouri
$1.04M -$323K -2,416 -24%
CS
1108
Comerica Securities
Michigan
$1.04M -$30.3K -227 -3%
TMAM
1109
Tokio Marine Asset Management
Japan
$1.04M +$108K +811 +12%
TCMP
1110
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.04M +$128K +956 +14%
ICG
1111
InterOcean Capital Group
Tennessee
$1.04M +$88.2K +660 +9%
AII
1112
AGF Investments Inc
Ontario, Canada
$1.04M +$233K +1,742 +29%
BOPW
1113
Brandywine Oak Private Wealth
Pennsylvania
$1.03M +$58K +434 +6%
SCP
1114
Syntal Capital Partners
Texas
$1.03M -$131K -979 -11%
IAN
1115
Integrated Advisors Network
Texas
$1.03M +$302K +2,260 +41%
DTC
1116
Davidson Trust Company
Washington
$1.03M +$7.89K +59 +0.8%
PA
1117
Parallel Advisors
California
$1.03M +$59.2K +443 +6%
BHIA
1118
Birch Hill Investment Advisors
Massachusetts
$1.03M +$215K +1,605 +26%
MFW
1119
Meristem Family Wealth
Minnesota
$1.02M +$371K +2,774 +56%
FCM
1120
Firestone Capital Management
Florida
$1.02M
MA
1121
MONECO Advisors
Connecticut
$1.02M +$8.96K +67 +0.9%
HFBOT
1122
Home Federal Bank of Tennessee
Tennessee
$1.02M +$21.7K +162 +2%
FB
1123
First Bancorp
Maine
$1.02M +$1.03M +7,680 New
HCM
1124
Howland Capital Management
Massachusetts
$1.02M -$86.8K -649 -8%
OTPPB
1125
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.02M +$213K +1,593 +26%

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.