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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
MSCM
1226
McElhenny Sheffield Capital Management
Texas
$820K +$825K +6,170 New
VCS
1227
Vaughan & Co Securities
New Jersey
$819K
APP
1228
Alpha Paradigm Partners
Illinois
$816K +$821K +6,144 New
QT
1229
Quantbot Technologies
New York
$815K +$36.1K +270 +5%
OAM
1230
Oak Asset Management
California
$813K +$401 +3 +0.1%
WTB
1231
Washington Trust Bank
Washington
$810K +$14.3K +107 +2%
CHAM
1232
Clear Harbor Asset Management
Connecticut
$807K +$81K +606 +11%
MVA
1233
Mount Vernon Associates
Maryland
$806K
EL
1234
Essex LLC
Illinois
$806K +$811K +6,069 New
PP
1235
Patten & Patten
Tennessee
$803K -$74.2K -555 -8%
IRC
1236
Investors Research Corp
Georgia
$803K
LBD
1237
Landsberg Bennett & Dubbaneh
Florida
$803K +$4.14K +31 +0.5%
DAM
1238
Delta Asset Management
Tennessee
$801K +$18.4K +138 +2%
SFA
1239
Sequoia Financial Advisors
Ohio
$800K -$2.87M -21,480 -78%
QI
1240
Qtron Investments
Massachusetts
$797K
EA
1241
Elm Advisors
California
$795K
MAM
1242
McLean Asset Management
Virginia
$795K +$5.08K +38 +0.6%
AA
1243
Argent Advisors
Louisiana
$795K +$183K +1,370 +30%
GIA
1244
Granite Investment Advisors
New Hampshire
$794K -$15.9K -119 -2%
EWM
1245
Evermay Wealth Management
Virginia
$792K -$21K -157 -3%
CCM
1246
Compton Capital Management
Rhode Island
$790K -$125K -936 -14%
PCMM
1247
Piedmont Capital Management (Montana)
Montana
$790K +$64K +479 +9%
MFP
1248
Meridian Financial Partners
Virginia
$789K +$26.7K +200 +4%
TPWA
1249
TRUE Private Wealth Advisors
Oregon
$788K +$134 +1 +0%
PWM
1250
Prentice Wealth Management
New York
$787K

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.