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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
FF
1301
FourThought Financial
Florida
$716K +$71.4K +534 +11%
CIA
1302
Choate Investment Advisors
Massachusetts
$715K +$14.6K +109 +2%
CAI
1303
Capital Advisors Inc
Oklahoma
$715K +$39.7K +297 +6%
BDFN
1304
Bond & Devick Financial Network
Minnesota
$713K -$1.34K -10 -0.2%
CGL
1305
Clarius Group LLC
Washington
$712K -$36.6K -274 -5%
VA
1306
Valmark Advisers
Ohio
$709K -$54.4K -407 -7%
PC
1307
Port Capital
Illinois
$708K -$18.3K -137 -3%
CWM
1308
Connecticut Wealth Management
Connecticut
$708K +$41.6K +311 +6%
MCM
1309
Manchester Capital Management
Vermont
$704K +$42K +314 +6%
SWA
1310
Sax Wealth Advisors
New Jersey
$699K +$2.94K +22 +0.4%
FAM
1311
Fenimore Asset Management
New York
$699K +$6.82K +51 +1%
SFI
1312
SPC Financial Inc
Maryland
$698K +$16.2K +121 +2%
GA
1313
GFS Advisors
Texas
$695K
DIM
1314
Delta Investment Management
California
$693K
ATWA
1315
Arbor Trust Wealth Advisors
Michigan
$693K +$2.67K +20 +0.4%
RBFC
1316
Roman Butler Fullerton & Co
Missouri
$693K +$6.15K +46 +0.9%
ANRIA
1317
American National Registered Investment Advisor
Texas
$692K -$267 -2 -0%
EMG
1318
ETF Managers Group
New Jersey
$690K +$63.2K +473 +10%
CAM
1319
CenterStar Asset Management
Illinois
$686K
TWM
1320
Tradition Wealth Management
Minnesota
$686K +$50.7K +379 +8%
CCM
1321
Coldstream Capital Management
Washington
$684K +$275K +2,055 +54%
WC
1322
Woodstock Corp
Massachusetts
$683K
BOH
1323
Bank of Hawaii
Hawaii
$682K -$332K -2,480 -33%
AIP
1324
Almanack Investment Partners
Pennsylvania
$682K -$42.4K -317 -6%
BIC
1325
Beach Investment Counsel
Pennsylvania
$681K

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.