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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 %
CWS
1376
Cypress Wealth Services
California
$586K +$16.4K +129 +3%
MG
1377
Mather Group
Illinois
$585K -$72K -565 -11%
HIC
1378
Harvey Investment Company
Kentucky
$585K -$38.6K -303 -6%
WA
1379
Waverly Advisors
Alabama
$585K +$28.6K +208 +5%
WP
1380
WealthShield Partners
North Carolina
$584K -$8.9K -70 -2%
CAI
1381
Capital Advisors Inc
Oklahoma
$584K +$3.18K +25 +0.5%
QCG
1382
Quadrant Capital Group
Ohio
$584K +$123K +962 +27%
HCM
1383
Hutchinson Capital Management
California
$583K – – –
AA
1384
Argent Advisors
Louisiana
$583K – – –
GWS
1385
Glassman Wealth Services
Virginia
$582K +$18.5K +145 +3%
SAM
1386
Sawgrass Asset Management
Florida
$579K -$1.46M -11,448 -72%
BW
1387
Bison Wealth
Georgia
$578K -$24.2K -190 -4%
FCB
1388
First Command Bank
Texas
$578K – – –
FCFS
1389
First Command Financial Services
Texas
$578K – – –
CCM
1390
Carlson Capital Management
Minnesota
$577K +$107K +837 +23%
IIM
1391
InTrack Investment Management
Vermont
$575K -$5.36K -42 -0.9%
IC
1392
Intersect Capital
California
$575K +$9.94K +78 +2%
FSC
1393
Full Sail Capital
Oklahoma
$574K +$60.4K +471 +12%
BHC
1394
Bowen Hanes & Co
Florida
$573K +$13.4K +105 +2%
DMK
1395
David M. Knott
$571K – – –
SS
1396
Simplicity Solutions
Minnesota
$570K -$6.88M -54,023 -92%
QPWM
1397
Quadrant Private Wealth Management
Pennsylvania
$569K -$139K -1,094 -20%
AI
1398
Accredited Investors
Minnesota
$569K -$64.5K -506 -10%
RBFC
1399
Roman Butler Fullerton & Co
Missouri
$567K -$16.5K -130 -3%
SFSIG
1400
San Francisco Sentry Investment Group
California
$565K -$2.67K -21 -0.5%
54 55
56
57 58