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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 %
SCM
1176
SOL Capital Management
Maryland
$860K +$13.4K +105 +2%
APA
1177
Allegiant Private Advisors
Florida
$858K +$27.7K +217 +3%
SAM
1178
Summit Asset Management
Tennessee
$853K +$66.6K +523 +8%
MMC
1179
Mizuho Markets Cayman
Cayman Islands
$852K +$281K +2,208 +49%
RPC
1180
Rossmore Private Capital
Connecticut
$845K -$6.12K -48 -0.7%
CCA
1181
Cobblestone Capital Advisors
New York
$843K +$58.5K +459 +7%
VAS
1182
Vestmark Advisory Solutions
Massachusetts
$840K +$437K +3,427 +108%
FSA
1183
Fort Sheridan Advisors
Illinois
$837K +$56.6K +444 +7%
UHC
1184
Union Heritage Capital
Michigan
$835K +$835K +6,558 New
AP
1185
Atwood & Palmer
Missouri
$834K -$18.9K -148 -2%
SIM
1186
Stratos Investment Management
Ohio
$831K -$374K -2,938 -31%
MMG
1187
Monetary Management Group
Missouri
$830K +$26.7K +210 +3%
CAC
1188
Certified Advisory Corp
Florida
$828K +$828K +6,499 New
HVP
1189
Hudson Value Partners
Florida
$826K +$132K +1,036 +19%
RIA
1190
Realta Investment Advisors
Delaware
$824K -$42.7K -335 -5%
JFL
1191
Jarislowsky, Fraser Ltd
Quebec, Canada
$823K -$3.44K -27 -0.4%
VF
1192
Virtu Financial
New York
$823K +$432K +3,388 +110%
Financial Engines Advisors
1193
Financial Engines Advisors
California
$821K +$326K +2,558 +66%
PFGIA
1194
Patriot Financial Group Insurance Agency
Massachusetts
$820K +$39.9K +313 +5%
WTB
1195
Washington Trust Bank
Washington
$819K -$73.7K -579 -8%
MPWT
1196
MassMutual Private Wealth & Trust
Connecticut
$818K +$327K +2,564 +67%
SC
1197
Sawyer & Company
Massachusetts
$815K -$492K -3,863 -38%
BMA
1198
Brooks Moore & Associates
Tennessee
$812K +$53.2K +418 +7%
EWM
1199
Evermay Wealth Management
Virginia
$810K +$127 +1 +0%
CI
1200
Ceera Investments
Texas
$810K +$810K +6,360 New
46 47
48
49 50