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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
HHAA
1176
Henry H. Armstrong Associates
Pennsylvania
$907K
TCPWM
1177
Traverso Chambers Private Wealth Management
California
$906K +$23.8K +178 +3%
OBWG
1178
Onyx Bridge Wealth Group
New York
$906K +$500K +3,738 +128%
PAS
1179
Park Avenue Securities
New York
$902K +$27.1K +203 +3%
SFO
1180
Stokes Family Office
Louisiana
$895K +$102K +761 +13%
CFGS
1181
Concourse Financial Group Securities
Alabama
$893K -$51.3K -384 -5%
TSS
1182
Two Sigma Securities
New York
$892K +$633K +4,735 +239%
LSPW
1183
Lake Street Private Wealth
Illinois
$887K -$23K -172 -3%
LWANC
1184
Laurel Wealth Advisors (North Carolina)
North Carolina
$887K -$16K -120 -2%
WFG
1185
Wills Financial Group
Virginia
$887K
FFA
1186
Founders Financial Alliance
North Carolina
$887K +$21.4K +160 +2%
CAC
1187
Certified Advisory Corp
Florida
$883K +$1.6K +12 +0.2%
MFG
1188
Merit Financial Group
Georgia
$883K +$146K +1,093 +20%
RPC
1189
Rossmore Private Capital
Connecticut
$881K
CCA
1190
Cobblestone Capital Advisors
New York
$879K -$17.5K -131 -2%
FSA
1191
Fort Sheridan Advisors
Illinois
$872K
SAM
1192
Summit Asset Management
Tennessee
$870K -$401 -3 -0%
KMWM
1193
Keudell/Morrison Wealth Management
Oregon
$869K -$90.8K -679 -9%
IWA
1194
IVC Wealth Advisors
Pennsylvania
$867K -$4.95K -37 -0.6%
YWP
1195
YorkBridge Wealth Partners
New York
$865K +$47.1K +352 +6%
TAM
1196
Todd Asset Management
Kentucky
$864K -$122K -916 -12%
SCM
1197
SOL Capital Management
Maryland
$864K -$6.95K -52 -0.8%
HSA
1198
Hussman Strategic Advisors
Maryland
$861K
FFA
1199
First Foundation Advisors
California
$861K +$37.8K +283 +5%
CT
1200
Coastline Trust
Rhode Island
$860K -$23.8K -178 -3%

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.