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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
BCM
1251
BTR Capital Management
California
$785K -$7.08K -53 -0.9%
BWM
1252
Baystate Wealth Management
Massachusetts
$785K +$6.01K +45 +0.8%
AT
1253
Arden Trust
Delaware
$783K -$340K -2,541 -30%
GC
1254
Gratus Capital
Georgia
$779K
9WM
1255
9258 Wealth Management
Ohio
$777K -$17.1K -128 -2%
MA
1256
MBA Advisors
Pennsylvania
$774K +$18.4K +138 +2%
RI
1257
Ridgewood Investments
New Jersey
$770K -$9.22K -69 -1%
CA
1258
Claro Advisors
Massachusetts
$770K
BWP
1259
BSW Wealth Partners
Colorado
$769K -$305K -2,284 -28%
UCI
1260
Uncommon Cents Investing
Wisconsin
$769K
AI
1261
Atom Investors
Texas
$768K +$773K +5,784 New
OIA
1262
OneDigital Investment Advisors
Kansas
$766K +$74.9K +560 +11%
BEC
1263
Blue Edge Capital
Virginia
$764K
S
1264
SignatureFD
Georgia
$763K +$45.2K +338 +6%
1IA
1265
1834 Investment Advisors
Wisconsin
$762K +$450K +3,363 +142%
VCM
1266
Vigilant Capital Management
Maine
$760K +$94.6K +708 +14%
BA
1267
Bridgewater Advisors
New York
$759K +$936 +7 +0.1%
RIM
1268
Reliant Investment Management
Tennessee
$759K +$231K +1,726 +43%
KNW
1269
Kesler Norman & Wride
Utah
$757K -$10K -75 -1%
MSFS
1270
Main Street Financial Solutions
Pennsylvania
$757K +$199K +1,488 +35%
BAM
1271
Barrett Asset Management
New York
$756K +$72.2K +540 +10%
GWS
1272
Glassman Wealth Services
Virginia
$755K +$199K +1,492 +36%
FMW
1273
Farr Miller & Washington
District of Columbia
$754K -$2.63M -19,699 -78%
BWM
1274
BerganKDV Wealth Management
Minnesota
$752K +$23.8K +178 +3%
ATC
1275
Adirondack Trust Company
New York
$751K +$10.3K +77 +1%

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.