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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 %
ICG
1151
InterOcean Capital Group
Tennessee
$903K -$70.7K -555 -7%
DIP
1152
DT Investment Partners
Pennsylvania
$902K – – –
SFP
1153
Sandbox Financial Partners
Maryland
$902K +$12.2K +95 +1%
HIM
1154
HawsGoodwin Investment Management
Tennessee
$901K – – –
CWM
1155
Curi Wealth Management
North Carolina
$899K -$96.4K -757 -10%
BFA
1156
Beaumont Financial Advisors
Massachusetts
$898K +$26.1K +205 +3%
PSB
1157
Piscataqua Savings Bank
New Hampshire
$895K +$895K +7,019 New
WA
1158
Wealth Alliance
New York
$893K -$52.7K -413 -6%
CNBTD
1159
Citizens National Bank Trust Department
Mississippi
$893K +$22K +173 +3%
MAM
1160
Madison Asset Management
Wisconsin
$886K +$332K +2,603 +60%
WAM
1161
WNY Asset Management
New York
$885K +$574K +4,515 +185%
PCAP
1162
Pratt Collard Advisory Partners
New York
$882K +$65.2K +512 +8%
MAM
1163
McLean Asset Management
Virginia
$879K +$2.71K +20 +0.3%
FBT
1164
First Bankers Trust
Kentucky
$877K -$95.9K -753 -10%
WC
1165
Westhampton Capital
North Carolina
$874K -$4.59K -36 -0.5%
LSPW
1166
Lake Street Private Wealth
Illinois
$873K -$105K -821 -11%
FFA
1167
Founders Financial Alliance
North Carolina
$871K +$182K +1,341 +26%
HHAA
1168
Henry H. Armstrong Associates
Pennsylvania
$870K – – –
GIA
1169
Granite Investment Advisors
New Hampshire
$868K +$3.31K +26 +0.4%
GBT
1170
Grove Bank & Trust
Florida
$867K -$6.11K -48 -0.7%
OTPPB
1171
Ontario Teachers' Pension Plan Board
Ontario, Canada
$867K +$244K +1,912 +39%
DA
1172
DCF Advisers
Connecticut
$866K +$866K +6,799 New
FCM
1173
Firestone Capital Management
Florida
$864K -$66.6K -523 -7%
ECM
1174
ExodusPoint Capital Management
New York
$864K +$864K +6,781 New
PWW
1175
Pettyjohn Wood & White
Virginia
$860K -$26.6K -209 -3%
45 46
47
48 49