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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
PWM
1126
PBMares Wealth Management
Virginia
$1.02M -$31.4K -235 -3%
RWM
1127
Ritholtz Wealth Management
New York
$1.01M -$49.9K -373 -5%
BWP
1128
Baldwin Wealth Partners
Massachusetts
$1.01M +$6.68K +50 +0.7%
CI
1129
Conning Inc
Connecticut
$1.01M -$548K -4,100 -35%
PFGIA
1130
Patriot Financial Group Insurance Agency
Massachusetts
$1.01M +$88.8K +664 +10%
TC
1131
Trilogy Capital
California
$1M -$3.48K -26 -0.3%
SAM
1132
Steinberg Asset Management
New York
$1M -$3.88K -29 -0.4%
IAIM
1133
International Assets Investment Management
Florida
$1M +$235K +1,755 +30%
CCA
1134
Checchi Capital Advisers
California
$999K -$11.6K -87 -1%
FG
1135
Fiduciary Group
Georgia
$998K
LSA
1136
Lion Street Advisors
Texas
$998K +$1M +7,507 New
BP
1137
BBR Partners
New York
$997K +$134 +1 +0%
SIC
1138
Salem Investment Counselors
North Carolina
$993K -$290K -2,170 -22%
IPW
1139
Inlet Private Wealth
Florida
$991K
AIM
1140
Anchor Investment Management
South Carolina
$991K +$134 +1 +0%
MMG
1141
Monetary Management Group
Missouri
$987K +$122K +915 +14%
LRPA
1142
L. Roy Papp & Associates
Arizona
$984K
HI
1143
Harbour Investments
Wisconsin
$981K -$882K -6,600 -47%
MMHP
1144
Murphy Middleton Hinkle & Parker
Georgia
$980K +$267 +2 +0%
LMAM
1145
Legg Mason Asset Management
Japan
$978K +$69.9K +523 +8%
GSC
1146
G&S Capital
Colorado
$975K -$3.21K -24 -0.3%
WC
1147
Westhampton Capital
North Carolina
$974K -$21K -157 -2%
BMA
1148
Brooks Moore & Associates
Tennessee
$968K +$108K +811 +13%
SW
1149
SkyOak Wealth
Michigan
$967K
PWS
1150
Peloton Wealth Strategists
Indiana
$963K +$970K +7,254 New

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.