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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
ZIM
1451
Zacks Investment Management
Illinois
$551K -$6.95K -52 -1%
IDBONY
1452
Israel Discount Bank of New York
New York
$550K +$554K +4,141 New
EWM
1453
Endurance Wealth Management
Rhode Island
$549K
BFG
1454
Baron Financial Group
New Jersey
$547K +$668 +5 +0.1%
HPWM
1455
Highland Private Wealth Management
Washington
$546K +$104K +781 +23%
SAM
1456
SignalPoint Asset Management
Missouri
$545K +$668 +5 +0.1%
RM
1457
Resource Management
Louisiana
$545K +$39.2K +293 +8%
CWP
1458
CFM Wealth Partners
Texas
$544K
BCFD
1459
Boit C.F. David
$542K +$27.9K +209 +6%
FNC
1460
First National Corp
Massachusetts
$541K -$19.8K -148 -4%
SMH
1461
Sanders Morris Harris
Texas
$541K
MCM
1462
Magnolia Capital Management
New York
$541K +$203K +1,516 +59%
CAM
1463
Cidel Asset Management
Ontario, Canada
$540K
CA
1464
CSM Advisors
Pennsylvania
$539K
NRA
1465
NSI Retail Advisors
Pennsylvania
$539K
MA
1466
MJP Associates
Connecticut
$539K +$4.01K +30 +0.7%
WC
1467
Whitney & Co
New York
$538K -$27.4K -205 -5%
HL
1468
HeadInvest LLC
Maine
$538K -$25.5K -191 -5%
CTFG
1469
Capstone Triton Financial Group
Oklahoma
$535K -$1.11M -8,321 -65%
RFP
1470
Roth Financial Partners
Texas
$535K
SC
1471
SouthState Corp
Florida
$533K -$107K -803 -17%
CWM
1472
Chesapeake Wealth Management
Virginia
$533K -$29.9K -224 -5%
CAN
1473
Claraphi Advisory Network
United States
$533K -$3.21K -24 -0.6%
FSC
1474
Full Sail Capital
Oklahoma
$532K
SMC
1475
Smith, Moore & Co
Missouri
$531K +$64K +479 +14%

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.