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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 %
H
1451
HoyleCohen
California
$518K +$242K +1,896 +87%
TWM
1452
Tradition Wealth Management
Minnesota
$517K -$149K -1,171 -22%
LWM
1453
Liberty Wealth Management
California
$517K – – –
SMM
1454
Stadion Money Management
Georgia
$517K +$517K +4,058 New
LC
1455
Landaas & Company
Wisconsin
$515K +$2.67K +21 +0.5%
BFC
1456
Bedel Financial Consulting
Indiana
$513K -$13.4K -105 -3%
RFP
1457
Roth Financial Partners
Texas
$513K – – –
RAM
1458
Roanoke Asset Management
New Jersey
$512K -$127K -994 -20%
TLP
1459
Trinity Legacy Partners
Texas
$512K -$60.2K -471 -11%
SAM
1460
SignalPoint Asset Management
Missouri
$512K – – –
TIM
1461
Tortoise Investment Management
New York
$512K +$6.75K +53 +1%
EWM
1462
Endurance Wealth Management
Rhode Island
$511K -$15K -118 -3%
PCG
1463
Private Capital Group
Connecticut
$506K -$213K -1,670 -30%
NSB
1464
Norway Savings Bank
Maine
$504K -$94K -738 -16%
AL
1465
Aspiriant LLC
California
$503K -$17K -134 -3%
SWA
1466
SFMG Wealth Advisors
Texas
$502K -$17.2K -135 -3%
JSL
1467
JT Stratford LLC
Georgia
$501K -$4.08K -32 -0.8%
Nomura Holdings
1468
Nomura Holdings
Japan
$499K -$12.2M -96,928 -96%
MRCM
1469
M&R Capital Management
New Jersey
$499K -$509K -4,001 -51%
APW
1470
Austin Private Wealth
Texas
$499K -$52.6K -413 -10%
KFS
1471
Kurt F. Somerville
$498K -$45.7K -359 -8%
IDBONY
1472
Israel Discount Bank of New York
New York
$497K -$53.5K -420 -10%
CPA
1473
Court Place Advisors
Maryland
$496K – – –
WDG
1474
Wealth Dimensions Group
Ohio
$496K – – –
CCMG
1475
Clark Capital Management Group
Pennsylvania
$496K +$62.8K +493 +14%
57 58
59
60 61