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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 %
ACM
1426
Allred Capital Management
Texas
$541K -$255 -2 -0%
CWM
1427
Chesapeake Wealth Management
Virginia
$540K -$1.28K -10 -0.2%
CA
1428
Cambridge Advisors
Nebraska
$539K -$153K -1,203 -22%
FI
1429
Fosun International
China
$539K – – –
MSFS
1430
Main Street Financial Solutions
Pennsylvania
$538K +$23.5K +184 +5%
AW
1431
ACG Wealth
Georgia
$536K +$36.6K +287 +7%
ADBIC
1432
A.D. Beadell Investment Counsel
Wisconsin
$535K -$155K -1,222 -23%
SC
1433
Shay Capital
New York
$533K +$533K +4,184 New
PCIA
1434
Prime Capital Investment Advisors
Kansas
$530K -$1.26M -9,878 -70%
FPS
1435
Fieldpoint Private Securities
Connecticut
$530K +$15K +118 +3%
FNC
1436
First National Corp
Massachusetts
$527K +$1.66K +13 +0.3%
ACM
1437
AlphaStar Capital Management
North Carolina
$526K -$263K -2,065 -33%
DBT
1438
Dubuque Bank & Trust
Iowa
$526K -$3.57K -28 -0.7%
HL
1439
HeadInvest LLC
Maine
$525K -$33.9K -266 -6%
FAN
1440
Financial Advisors Network
California
$525K +$11.1K +87 +2%
TAIM
1441
TD Ameritrade Investment Management
Nebraska
$524K – – –
CWP
1442
CFM Wealth Partners
Texas
$522K -$26.9K -211 -5%
LIA
1443
LBMC Investment Advisors
Tennessee
$522K -$13.8K -108 -3%
EA
1444
Emerald Advisors
Washington
$522K +$5.35K +42 +1%
TC
1445
TAP Consulting
Missouri
$521K +$4.71K +37 +0.9%
RM
1446
Resource Management
Louisiana
$519K -$3.57K -28 -0.7%
MIA
1447
MainStreet Investment Advisors
Illinois
$519K +$285K +2,236 +122%
B
1448
Bellecapital
Switzerland
$518K -$181K -1,421 -26%
CAM
1449
Cidel Asset Management
Ontario, Canada
$518K – – –
OIM
1450
Oder Investment Management
California
$518K +$34.9K +274 +7%
56 57
58
59 60