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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
EA
1401
Emerald Advisors
Washington
$601K -$250K -1,870 -29%
BONH
1402
Bank of New Hampshire
New Hampshire
$601K
GG
1403
Greenwood Gearhart
Arkansas
$601K +$280K +2,092 +86%
AIA
1404
Armor Investment Advisors
North Carolina
$599K +$802 +6 +0.1%
MG
1405
Mather Group
Illinois
$599K +$3.74K +28 +0.6%
HCM
1406
Hutchinson Capital Management
California
$597K
JPLA
1407
Joseph P. Lucia & Associates
New York
$597K +$42K +314 +8%
FMLI
1408
Fukoku Mutual Life Insurance
Japan
$597K +$99.3K +743 +20%
KCM
1409
Kendall Capital Management
Maryland
$595K -$138K -1,036 -19%
LWM
1410
Liberty Wealth Management
California
$595K
CHJWM
1411
Carlton Hofferkamp & Jenks Wealth Management
Texas
$594K +$13.9K +104 +2%
AWA
1412
Acorn Wealth Advisors
Michigan
$593K +$123K +918 +26%
SWMP
1413
Signature Wealth Management Partners
New Jersey
$590K
BCA
1414
Bay Colony Advisors
Massachusetts
$589K +$4.81K +36 +0.8%
TAM
1415
Trillium Asset Management
Massachusetts
$586K
MWPCG
1416
Measured Wealth Private Client Group
New Hampshire
$585K -$1.1M -8,196 -65%
DHFB
1417
Dixon Hubard Feinour & Brown
Virginia
$584K
WKWM
1418
Walter & Keenan Wealth Management
Indiana
$584K +$7.08K +53 +1%
KFA
1419
Krane Funds Advisors
New York
$584K +$12K +90 +2%
PWM
1420
Palumbo Wealth Management
New York
$583K +$6.55K +49 +1%
PA
1421
PFG Advisors
Arizona
$581K -$1.07K -8 -0.2%
CT
1422
Clearstead Trust
Maine
$581K
BFM
1423
Boston Financial Management
Massachusetts
$580K
CCM
1424
Carlson Capital Management
Minnesota
$578K -$48K -359 -8%
BWM
1425
BT Wealth Management
Georgia
$578K

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.