We are live on ! Find out more

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
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$71.2M -$3.16M -23,638 -4%
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$71.1M +$5.09M +38,048 +8%
RJFSA
103
Raymond James Financial Services Advisors
Florida
$70.6M +$1.39M +10,417 +2%
Asset Management One
104
Asset Management One
Japan
$70.5M -$1.36M -10,162 -2%
PAMS
105
Pictet Asset Management (Switzerland)
Switzerland
$68.3M +$68.8M +514,548 New
AT
106
AMF Tjänstepension
Sweden
$68.3M +$5.79M +43,322 +9%
Mitsubishi UFJ Asset Management
107
Mitsubishi UFJ Asset Management
Japan
$67.4M +$5.17M +38,701 +8%
CI
108
Cincinnati Insurance
Ohio
$64.4M
M&T Bank
109
M&T Bank
New York
$62.4M -$667K -4,990 -1%
AIA
110
Avalon Investment & Advisory
Texas
$61.3M +$9.08M +67,888 +17%
OPERF
111
Oregon Public Employees Retirement Fund
Oregon
$61M +$3.46M +25,867 +6%
Acadian Asset Management
112
Acadian Asset Management
Massachusetts
$60.5M +$10.2M +76,251 +20%
Korea Investment Corp
113
Korea Investment Corp
South Korea
$60.3M +$1.38M +10,356 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
114
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$59.3M +$1.41M +10,565 +2%
Jacobs Levy Equity Management
115
Jacobs Levy Equity Management
New Jersey
$57.7M +$2.12M +15,870 +4%
RPI
116
Railway Pension Investments
United Kingdom
$56.5M
BNP Paribas Asset Management
117
BNP Paribas Asset Management
France
$56.3M +$1.54M +11,523 +3%
Osaic Holdings
118
Osaic Holdings
Arizona
$56.2M -$1.51M -11,325 -3%
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$55.4M +$10.2M +76,325 +22%
TH
120
TCTC Holdings
Texas
$54.6M -$212K -1,589 -0.4%
Marshall Wace
121
Marshall Wace
United Kingdom
$54.3M -$38.3M -286,541 -41%
Treasurer of the State of North Carolina
122
Treasurer of the State of North Carolina
North Carolina
$54.3M +$152K +1,140 +0.3%
ACI
123
AMP Capital Investors
Australia
$54.1M -$12.7M -95,130 -19%
Baird Financial Group
124
Baird Financial Group
Wisconsin
$53.9M +$4.36M +32,647 +9%
VOYA Investment Management
125
VOYA Investment Management
Georgia
$53M -$823K -6,160 -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.