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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
GC
126
Guggenheim Capital
Illinois
$52.8M +$6.5M +48,604 +14%
ORIO
127
Old Republic International (ORI)
Illinois
$52.6M -$17.5M -130,750 -25%
USAA
128
United Services Automobile Association
Texas
$52.1M +$23.9M +178,468 +84%
SAM
129
Silvercrest Asset Management
New York
$51.4M -$1.14M -8,494 -2%
William Blair & Company
130
William Blair & Company
Illinois
$51M -$370K -2,770 -0.7%
Balyasny Asset Management
131
Balyasny Asset Management
Illinois
$50.7M +$51.1M +382,071 New
EDRH
132
Edmond de Rothschild Holding
Switzerland
$49.3M -$2.37M -17,692 -5%
Two Sigma Advisers
133
Two Sigma Advisers
New York
$49.2M -$108M -806,047 -69%
MHC
134
Meyer Handelman Company
New York
$49.1M +$280K +2,092 +0.6%
LBA
135
Letko, Brosseau & Associates
Quebec, Canada
$47.8M -$2.75M -20,580 -5%
APG Asset Management
136
APG Asset Management
Netherlands
$47.2M -$13.4M -100,206 -20%
CC
137
Criteria Caixa
Spain
$47M
DLA
138
Douglas Lane & Associates
New York
$46.7M +$373K +2,789 +0.8%
Grantham, Mayo, Van Otterloo & Co (GMO)
139
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$45.3M +$8.39M +62,742 +23%
Royal London Asset Management
140
Royal London Asset Management
United Kingdom
$44.6M -$502K -3,753 -1%
AAM
141
Advisors Asset Management
Colorado
$44.4M +$295K +2,208 +0.7%
Skandinaviska Enskilda Banken (SEB)
142
Skandinaviska Enskilda Banken (SEB)
Sweden
$43.8M +$2.47M +18,504 +6%
Millennium Management
143
Millennium Management
New York
$43.1M +$23.2M +173,907 +115%
UIM
144
USS Investment Management
United Kingdom
$42.8M +$12.5M +93,360 +41%
MWNA
145
Marshall Wace North America
New York
$42M -$101M -756,174 -71%
MNG
146
Manning & Napier Group
New York
$42M -$375K -2,805 -0.9%
KeyBank National Association
147
KeyBank National Association
Ohio
$40.8M -$7.45M -55,694 -15%
Nomura Asset Management
148
Nomura Asset Management
Japan
$40.6M +$2.27M +16,960 +6%
ACM
149
Advisors Capital Management
New Jersey
$40.1M +$3.39M +25,388 +9%
American Century Companies
150
American Century Companies
Missouri
$39.4M -$52.2M -390,604 -57%

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.