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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
NAS
1201
Nicolet Advisory Services
Wisconsin
$860K +$45.5K +340 +6%
SC
1202
Sawyer & Company
Massachusetts
$859K +$9.76K +73 +1%
JFL
1203
Jarislowsky, Fraser Ltd
Quebec, Canada
$858K -$27.9K -209 -3%
RFG
1204
Range Financial Group
Oregon
$856K +$14.2K +106 +2%
OPCM
1205
Osborne Partners Capital Management
California
$854K -$82.5K -617 -9%
RMCM
1206
Reynders McVeigh Capital Management
Massachusetts
$854K +$131K +980 +18%
SIM
1207
Sentry Investment Management
Wisconsin
$849K -$461K -3,448 -35%
EFSCE
1208
Enterprise Financial Services Corp (EFSC)
Missouri
$849K +$253K +1,890 +42%
NSAM
1209
North Star Asset Management
Wisconsin
$848K -$11.8K -88 -1%
FBT
1210
First Bankers Trust
Kentucky
$848K -$11.2K -84 -1%
TC
1211
Telemus Capital
Michigan
$846K -$785K -5,876 -48%
WMA
1212
Wealth Management Associates
New Jersey
$844K -$263K -1,964 -24%
HIA
1213
Harbor Investment Advisory
Maryland
$840K
TWA
1214
TCI Wealth Advisors
Arizona
$839K +$6.01K +45 +0.7%
PHS
1215
Pekin Hardy Strauss
Illinois
$839K +$92.8K +694 +12%
GIP
1216
Granite Investment Partners
California
$837K
AP
1217
Atwood & Palmer
Missouri
$835K +$6.28K +47 +0.8%
CPR
1218
CSU Producer Resources
Ohio
$834K
AC
1219
Alexandria Capital
Virginia
$833K -$6.95K -52 -0.8%
WA
1220
WestEnd Advisors
North Carolina
$833K
OAM
1221
Optimal Asset Management
California
$824K
PWW
1222
Pettyjohn Wood & White
Virginia
$823K -$6.55K -49 -0.8%
ACM
1223
Antonetti Capital Management
Florida
$821K +$826K +6,182 New
CFO
1224
Collective Family Office
Pennsylvania
$820K -$23.3K -174 -3%
IA
1225
Icon Advisers
Colorado
$820K

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.