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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 %
MVA
1226
Mount Vernon Associates
Maryland
$774K – – –
KCM
1227
Kendall Capital Management
Maryland
$772K -$6.76K -53 -0.9%
TCPWM
1228
Traverso Chambers Private Wealth Management
California
$772K +$30.5K +239 +4%
LOAMS
1229
Lombard Odier Asset Management (Switzerland)
Switzerland
$772K +$772K +6,063 New
PA
1230
Parallel Advisors
California
$771K +$3.57K +28 +0.5%
IRC
1231
Investors Research Corp
Georgia
$770K -$57.4K -451 -7%
LBD
1232
Landsberg Bennett & Dubbaneh
Florida
$769K -$171K -1,338 -18%
AIP
1233
Almanack Investment Partners
Pennsylvania
$767K +$72.2K +567 +10%
ATC
1234
Adirondack Trust Company
New York
$762K +$56.5K +444 +8%
TPWA
1235
TRUE Private Wealth Advisors
Oregon
$759K +$100K +787 +15%
HIA
1236
Harbor Investment Advisory
Maryland
$758K -$18.9K -148 -2%
BWM
1237
Baystate Wealth Management
Massachusetts
$757K +$7.13K +56 +1%
DTC
1238
Davidson Trust Company
Washington
$756K -$21.9K -172 -3%
PWM
1239
Prentice Wealth Management
New York
$755K +$755K +5,925 New
PCS
1240
Personal CFO Solutions
New Jersey
$754K +$51.1K +401 +7%
OFG
1241
OmniStar Financial Group
North Carolina
$752K -$517K -4,055 -41%
FA
1242
FDx Advisors
Illinois
$752K +$73K +573 +11%
CM
1243
Capula Management
Cayman Islands
$751K +$751K +5,892 New
FFBTD
1244
First Financial Bank - Trust Division
Ohio
$750K -$107K -838 -12%
9WM
1245
9258 Wealth Management
Ohio
$749K +$3.31K +26 +0.4%
DAM
1246
Delta Asset Management
Tennessee
$745K -$10.8K -85 -1%
UBV
1247
United Bank (Virginia)
Virginia
$744K +$9.18K +72 +1%
PAS
1248
Park Avenue Securities
New York
$743K -$31.5K -247 -4%
FAB
1249
First American Bank
Illinois
$743K -$24.6K -193 -3%
UCI
1250
Uncommon Cents Investing
Wisconsin
$738K -$27.9K -219 -4%
48 49
50
51 52