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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 %
CGA
1251
Crescent Grove Advisors
Illinois
$738K +$264K +2,069 +56%
RAM
1252
Redmond Asset Management
Virginia
$737K -$9.68K -76 -1%
SC
1253
SouthState Corp
Florida
$737K +$44.6K +350 +6%
PL
1254
Plancorp LLC
Missouri
$736K -$2.29K -18 -0.3%
BEC
1255
Blue Edge Capital
Virginia
$733K – – –
NAS
1256
Nicolet Advisory Services
Wisconsin
$728K -$14.3K -112 -2%
ECG
1257
Edge Capital Group
Georgia
$727K -$5.88M -46,180 -89%
GCA
1258
Greenwood Capital Associates
South Carolina
$727K +$47.8K +375 +7%
CA
1259
Claro Advisors
Massachusetts
$725K +$15.8K +124 +2%
MFP
1260
Meridian Financial Partners
Virginia
$725K +$48.4K +366 +7%
KTC
1261
Kistler-Tiffany Companies
Pennsylvania
$725K +$82.2K +645 +13%
CQS
1262
Credential Qtrade Securities
$722K +$359K +2,819 +99%
VA
1263
Valmark Advisers
Ohio
$721K +$10.7K +84 +2%
BMC
1264
Benin Management Corp
Connecticut
$721K +$86.9K +682 +14%
FFA
1265
First Foundation Advisors
California
$718K -$166K -1,303 -19%
CGH
1266
CMG Global Holdings
Texas
$718K +$718K +5,634 New
PHS
1267
Pekin Hardy Strauss
Illinois
$717K -$56K -439 -7%
CPA
1268
Cowen Prime Advisors
New York
$716K +$66.7K +523 +10%
WAG
1269
Winthrop Advisory Group
Massachusetts
$716K +$716K +5,619 New
VCAM
1270
Van Cleef Asset Management
Ohio
$713K -$4.08K -32 -0.6%
GGS
1271
Galvin Gaustad & Stein
Arizona
$710K -$61.7K -484 -8%
BFA
1272
Beacon Financial Advisory
Ohio
$708K +$111K +875 +19%
CFA
1273
Capstone Financial Advisors
Illinois
$707K -$12.2K -96 -2%
SWMG
1274
Strategic Wealth Management Group
Maryland
$705K -$7.52K -59 -1%
BAM
1275
Berkshire Asset Management
Pennsylvania
$704K +$78K +612 +12%
49 50
51
52 53