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IBM
IBM

Overview Fund Activity

2,207 hedge funds and large institutions have $73.8B invested in IBM in 2021 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 936 increasing their positions, 799 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,207
Holders Change
+63
Holders Change %
+2.94%
% of All Funds
38.53%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.61%
New
173
Increased
936
Reduced
799
Closed
84
Calls
$2.28B
Puts
$2.34B
Net Calls
-$61.6M
Net Calls Change
+$475M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$153M
2
MWNA
Marshall Wace North America
New York
+$133M
3
Goldman Sachs
Goldman Sachs
New York
+$130M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$129M
5
DnB Asset Management
DnB Asset Management
Norway
+$100M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$369M
2
Franklin Resources
Franklin Resources
California
-$235M
3
Renaissance Technologies
Renaissance Technologies
New York
-$141M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$115M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$79M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
1251
Delta Asset Management
Tennessee
$825K +$6.16K +44 +0.8%
SFS
1252
Strategic Financial Services
New York
$823K +$58.7K +419 +8%
VDBMI
1253
Van Den Berg Management I
Texas
$823K +$177K +1,266 +27%
QT
1254
Quantbot Technologies
New York
$822K -$7.38M -52,702 -90%
RI
1255
Ridgewood Investments
New Jersey
$822K -$68.3K -487 -8%
BWM
1256
Baystate Wealth Management
Massachusetts
$822K -$10.9K -78 -1%
GC
1257
Gratus Capital
Georgia
$821K -$58.5K -418 -7%
WLPWM
1258
Walled Lake Planning & Wealth Management
Illinois
$819K -$32.5K -232 -4%
FAB
1259
First American Bank
Illinois
$819K +$1.12K +8 +0.1%
AL
1260
Aspiriant LLC
California
$816K +$259K +1,845 +47%
CA
1261
Claro Advisors
Massachusetts
$812K +$14.8K +106 +2%
Westfield Capital Management
1262
Westfield Capital Management
Massachusetts
$812K +$812K +5,795 New
TCM
1263
Teza Capital Management
Illinois
$812K +$812K +5,797 New
LBD
1264
Landsberg Bennett & Dubbaneh
Florida
$811K -$28.1K -202 -3%
UCI
1265
Uncommon Cents Investing
Wisconsin
$811K – – –
EHC
1266
Everett Harris & Co
California
$811K +$88K +628 +12%
IAIM
1267
International Assets Investment Management
Florida
$810K -$937K -6,680 -54%
NFG
1268
Nations Financial Group
Iowa
$808K -$48.5K -346 -6%
FFBTD
1269
First Financial Bank - Trust Division
Ohio
$808K -$16.3K -116 -2%
BEC
1270
Blue Edge Capital
Virginia
$806K – – –
VA
1271
Valmark Advisers
Ohio
$805K +$12.5K +89 +2%
AC
1272
Abbrea Capital
California
$801K -$81.5K -581 -9%
RAM
1273
Redmond Asset Management
Virginia
$801K -$10.2K -73 -1%
BA
1274
Bridgewater Advisors
New York
$800K +$74.2K +529 +10%
PCIA
1275
Prime Capital Investment Advisors
Kansas
$800K +$217K +1,550 +37%
49 50
51
52 53