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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
QCG
1426
Quadrant Capital Group
Ohio
$578K +$38.4K +287 +7%
MIG
1427
McGuire Investment Group
Rhode Island
$574K +$23.9K +179 +4%
AW
1428
ACG Wealth
Georgia
$573K +$51.1K +382 +10%
TIA
1429
Tiemann Investment Advisors
California
$570K -$5.35K -40 -0.9%
CL
1430
CSS LLC
Illinois
$570K
SF
1431
Summit Financial
New Jersey
$569K +$208K +1,555 +57%
FCB
1432
First Command Bank
Texas
$567K -$8.29K -62 -1%
FCFS
1433
First Command Financial Services
Texas
$567K -$8.29K -62 -1%
BFC
1434
Bedel Financial Consulting
Indiana
$566K +$401 +3 +0.1%
VCAM
1435
Van Cleef Asset Management
Ohio
$565K -$139K -1,042 -20%
ITIM
1436
Indiana Trust & Investment Management
Indiana
$565K -$89K -666 -14%
TNAM
1437
Terra Nova Asset Management
New York
$565K +$158K +1,179 +38%
AI
1438
Accredited Investors
Minnesota
$563K -$53.7K -402 -9%
CA
1439
Cambridge Advisors
Nebraska
$562K
SSW
1440
Smith Shellnut Wilson
Mississippi
$562K +$21.7K +162 +4%
WP
1441
WealthShield Partners
North Carolina
$561K -$30.7K -230 -5%
BL
1442
Balentine LLC
Georgia
$561K +$318K +2,379 +129%
ST
1443
Sabal Trust
Florida
$560K +$35K +262 +7%
AAP
1444
Ardsley Advisory Partners
Connecticut
$558K +$559K +4,184 New
CTB
1445
Country Trust Bank
Illinois
$556K -$161K -1,204 -22%
HAIM
1446
Hunter Associates Investment Management
Pennsylvania
$556K
FAN
1447
Financial Advisors Network
California
$555K +$47.6K +356 +8%
GRP
1448
Global Retirement Partners
California
$554K +$267K +1,999 +92%
AA
1449
Addison Advisors
Vermont
$553K +$802 +6 +0.1%
RCM
1450
RNC Capital Management
California
$553K +$50.4K +377 +10%

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.