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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
MW
1151
Marcum Wealth
Ohio
$962K +$32.5K +243 +3%
RIG
1152
Renaissance Investment Group
Massachusetts
$959K -$168K -1,256 -15%
MPWT
1153
MassMutual Private Wealth & Trust
Connecticut
$959K +$105K +787 +12%
GLA
1154
Good Life Advisors
Pennsylvania
$957K +$70.3K +526 +8%
BFO
1155
Boston Family Office
Massachusetts
$952K -$46.8K -350 -5%
PCS
1156
Personal CFO Solutions
New Jersey
$952K +$392K +2,931 +69%
MPM
1157
Meritage Portfolio Management
Kansas
$949K -$10K -75 -1%
SS
1158
Simplicity Solutions
Minnesota
$946K +$233K +1,742 +32%
SG
1159
StoneX Group
New York
$945K -$143K -1,068 -13%
RMA
1160
Roffman Miller Associates
Pennsylvania
$943K -$64.3K -481 -6%
RIA
1161
Realta Investment Advisors
Delaware
$943K +$151K +1,129 +19%
NIM
1162
Northeast Investment Management
Massachusetts
$943K +$294K +2,197 +45%
MAM
1163
Mastrapasqua Asset Management
Tennessee
$942K -$265K -1,984 -22%
HIM
1164
HawsGoodwin Investment Management
Tennessee
$940K
CWM
1165
Curi Wealth Management
North Carolina
$937K
BTW
1166
Boston Trust Walden
Massachusetts
$933K +$17.5K +131 +2%
GBT
1167
Grove Bank & Trust
Florida
$931K -$11.4K -85 -1%
PSB
1168
Piscataqua Savings Bank
New Hampshire
$930K
KTC
1169
Kistler-Tiffany Companies
Pennsylvania
$928K +$48.4K +362 +5%
SCM
1170
Silvant Capital Management
Georgia
$923K +$593K +4,439 +177%
UFF
1171
USA Financial Formulas
Michigan
$920K -$8.29K -62 -0.9%
EWM
1172
Empirical Wealth Management
Washington
$917K +$99.5K +744 +12%
CPC
1173
Congress Park Capital
New York
$912K -$129K -967 -12%
AB
1174
Atlas Brown
Kentucky
$911K -$134K -1,003 -13%
CNBTD
1175
Citizens National Bank Trust Department
Mississippi
$908K -$23.1K -173 -2%

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.