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IBM

2,152 hedge funds and large institutions have $66.7B invested in IBM in 2021 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 911 increasing their positions, 835 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 126

9% more repeat investments, than reductions

Existing positions increased: 911 | Existing positions reduced: 835

4% more capital invested

Capital invested by funds: $63.9B → $66.7B (+$2.78B)

1% more funds holding

Funds holding: 2,135 → 2,152 (+17)

0.73% less ownership

Funds ownership: 59.56% → 58.83% (-0.73%)

6% less funds holding in top 10

Funds holding in top 10: 35 → 33 (-2)

25% less call options, than puts

Call options by funds: $1.64B | Put options by funds: $2.18B

Holders
2,152
Holders Change
+17
Holders Change %
+0.8%
% of All Funds
37.78%
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
911
Reduced
835
Closed
126
Calls
$1.64B
Puts
$2.18B
Net Calls
-$536M
Net Calls Change
-$127M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$279M
2
BlackRock
BlackRock
New York
+$252M
3
Renaissance Technologies
Renaissance Technologies
New York
+$139M
4
ProShare Advisors
ProShare Advisors
Maryland
+$124M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$111M

Top Sellers

Rank Fund Capital Flow
1
IFP
Independent Franchise Partners
United Kingdom
-$560M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$457M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$154M
4
Prudential Financial
Prudential Financial
New Jersey
-$103M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$93.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
126
Millennium Management
New York
$50.5M -$30.5M -255,045 -39%
SAM
127
Silvercrest Asset Management
New York
$50.5M +$4.05M +33,812 +9%
Axa
128
Axa
France
$47.9M +$33.7M +281,897 +299%
KeyBank National Association
129
KeyBank National Association
Ohio
$46.9M -$1.07M -8,934 -2%
MHC
130
Meyer Handelman Company
New York
$46.7M +$507K +4,236 +1%
Skandinaviska Enskilda Banken (SEB)
131
Skandinaviska Enskilda Banken (SEB)
Sweden
$45.8M +$15.2M +127,370 +55%
William Blair & Company
132
William Blair & Company
Illinois
$45.4M -$2.87M -23,973 -6%
CC
133
Criteria Caixa
Spain
$45.1M +$1.31M +10,931 +3%
Acadian Asset Management
134
Acadian Asset Management
Massachusetts
$45M +$22.4M +187,262 +113%
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$44.9M +$11.6M +97,126 +38%
Royal London Asset Management
136
Royal London Asset Management
United Kingdom
$44.4M +$1.38M +11,525 +3%
DLA
137
Douglas Lane & Associates
New York
$43.7M -$3.22M -26,901 -7%
Baird Financial Group
138
Baird Financial Group
Wisconsin
$42.5M -$509K -4,255 -1%
Aviva
139
Aviva
United Kingdom
$42.5M -$170K -1,418 -0.4%
AAM
140
Advisors Asset Management
Colorado
$41.4M -$727K -6,073 -2%
GC
141
Guggenheim Capital
Illinois
$41.2M +$3.82M +31,932 +11%
Comerica Bank
142
Comerica Bank
Texas
$40.4M +$628K +5,250 +2%
AIA
143
Avalon Investment & Advisory
Texas
$40.2M -$2.42M -20,180 -6%
PI
144
PineBridge Investments
New York
$39.4M +$1.84M +15,358 +5%
CWM
145
CIBC World Markets
New York
$38.1M -$10.9M -91,483 -23%
CFC
146
Cincinnati Financial Corp
Ohio
$37M – – –
FAF
147
Fjarde Ap-fonden
Sweden
$37M +$200K +1,674 +0.6%
ELC
148
Edgar Lomax Company
Virginia
$36.3M -$2.94M -24,539 -8%
MNG
149
Manning & Napier Group
New York
$35.8M +$322K +2,694 +1%
Nomura Asset Management
150
Nomura Asset Management
Japan
$34.4M +$5.26M +43,913 +19%
4 5
6
7 8

IBM Hedge Fund Activity: Q1 2021 in Review

2,152 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2021, worth a combined $66.7B — up 4.4% from $63.9B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new IBM positions and 126 closed out — a net gain of 42 holders — while 911 added to existing stakes and 835 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $279M. The largest seller was Independent Franchise Partners, exiting entirely with an estimated $560M sold.

  • 2,152 institutional investors held IBM (IBM) as of Q1 2021, up from 2,135 in Q4 2020.
  • Funds reported $66.7B of IBM stock for Q1 2021, up 4.4% quarter-over-quarter.
  • 168 funds opened new IBM positions in Q1 2021 and 126 closed out, a net change of +42 holders.
  • The largest IBM buyer in Q1 2021 was Morgan Stanley, an estimated $279M added.
  • The largest IBM seller in Q1 2021 was Independent Franchise Partners, an estimated $560M sold.

Based on aggregated 13F filings for Q1 2021.