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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 %
NB
1351
Nicolet Bankshares
Wisconsin
$609K +$28.9K +227 +5%
ZIM
1352
Zacks Investment Management
Illinois
$607K -$17M -133,530 -97%
PMFA
1353
Plante Moran Financial Advisors
Michigan
$607K -$54.4K -427 -8%
DA
1354
Detalus Advisors
Missouri
$607K +$607K +4,761 New
HR
1355
Howe & Rusling
New York
$605K – – –
CIP
1356
Cornerstone Investment Partners
Georgia
$604K – – –
TCMP
1357
Thrive Capital Management (Pennsylvania)
Pennsylvania
$602K +$157K +1,237 +35%
BC
1358
Burleson & Co
California
$601K +$127 +1 +0%
DA
1359
DSC Advisors
Illinois
$601K +$45.8K +359 +8%
QOP
1360
Quinn Opportunity Partners
Virginia
$600K -$133K -1,046 -18%
WP
1361
WMS Partners
Maryland
$600K -$25.1K -197 -4%
CCM
1362
Cullen Capital Management
New York
$600K +$600K +4,707 New
QP
1363
Quilter Plc
United Kingdom
$599K +$36.4K +285 +6%
CL
1364
COWA LLC
Oklahoma
$597K +$62.5K +482 +12%
RIM
1365
Reliant Investment Management
Tennessee
$594K +$144K +1,130 +32%
EWM
1366
Empirical Wealth Management
Washington
$593K -$64.7K -508 -10%
III
1367
Independent Investors Inc
New York
$593K – – –
JWM
1368
Jeppson Wealth Management
California
$593K +$6.75K +53 +1%
S
1369
SignatureFD
Georgia
$592K -$52.2K -410 -8%
IP
1370
Investment Partners
Ohio
$592K -$34.8K -273 -6%
CIA
1371
Choate Investment Advisors
Massachusetts
$591K -$149K -1,166 -20%
AIA
1372
Armor Investment Advisors
North Carolina
$588K +$765 +6 +0.1%
SFG
1373
SNS Financial Group
Minnesota
$587K +$1.91K +15 +0.3%
CWM
1374
Calamos Wealth Management
Illinois
$587K +$17.1K +134 +3%
VDBMI
1375
Van Den Berg Management I
Texas
$587K +$587K +4,606 New
53 54
55
56 57