2,207 hedge funds and large institutions have $73.8B invested in IBM in 2021 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 936 increasing their positions, 799 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,207
Holders Change
+63
Holders Change %
+2.94%
% of All Funds
38.53%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.61%
New
173
Increased
936
Reduced
799
Closed
84
Calls
$2.28B
Puts
$2.34B
Net Calls
-$61.6M
Net Calls Change
+$475M
Name Holding Trade Value Shares
Change
Shares
Change %
BFG
1451
Baron Financial Group
New Jersey
$576K -$36K -257 -6%
TLP
1452
Trinity Legacy Partners
Texas
$576K +$38.6K +288 +7%
SAM
1453
SignalPoint Asset Management
Missouri
$575K +$11.2K +80 +2%
CWP
1454
CFM Wealth Partners
Texas
$574K
SMH
1455
Sanders Morris Harris
Texas
$571K -$1.39M -9,937 -71%
ADBIC
1456
A.D. Beadell Investment Counsel
Wisconsin
$571K -$18.2K -130 -3%
CAM
1457
Cidel Asset Management
Ontario, Canada
$570K
CCMG
1458
Clark Capital Management Group
Pennsylvania
$570K +$24.4K +174 +4%
SSW
1459
Smith Shellnut Wilson
Mississippi
$570K +$147K +1,046 +35%
QCG
1460
Quadrant Capital Group
Ohio
$569K -$73K -521 -11%
LC
1461
Landaas & Company
Wisconsin
$569K +$2.38K +17 +0.4%
CA
1462
CSM Advisors
Pennsylvania
$569K +$569K +4,058 New
NRA
1463
NSI Retail Advisors
Pennsylvania
$569K +$569K +4,058 New
AG
1464
AIA Group
Hong Kong
$568K -$741K -5,624 -57%
PTP
1465
Platform Technology Partners
New York
$567K +$567K +4,043 New
CAN
1466
Claraphi Advisory Network
United States
$566K -$136K -969 -19%
RFP
1467
Roth Financial Partners
Texas
$565K
MA
1468
MJP Associates
Connecticut
$565K +$106K +759 +23%
WA
1469
Waverly Advisors
Alabama
$563K -$19K -139 -3%
CWS
1470
Cypress Wealth Services
California
$562K -$83.1K -593 -13%
FSC
1471
Full Sail Capital
Oklahoma
$561K -$66K -471 -11%
IFWM
1472
Institute for Wealth Management
Colorado
$561K -$59.1K -422 -10%
PCG
1473
Private Capital Group
Connecticut
$561K +$4.62K +33 +0.8%
PA
1474
Procyon Advisors
Connecticut
$561K +$561K +4,002 New
RIM
1475
Reliant Investment Management
Tennessee
$559K -$93.9K -670 -14%