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 %
OIA
1476
Optimum Investment Advisors
Illinois
$557K +$42.7K +305 +8%
SWA
1477
SFMG Wealth Advisors
Texas
$556K +$4.21K +30 +0.8%
MIA
1478
MainStreet Investment Advisors
Illinois
$555K -$16.1K -115 -3%
ICP
1479
Interchange Capital Partners
Pennsylvania
$554K +$11.9K +85 +2%
ST
1480
Sabal Trust
Florida
$554K +$29.8K +213 +6%
GSEP
1481
Golden State Equity Partners
California
$554K +$136K +972 +33%
AW
1482
ACG Wealth
Georgia
$551K -$38.1K -272 -6%
PCA
1483
Peddock Capital Advisors
Massachusetts
$549K +$40K +297 +8%
NIA
1484
Northstar Investment Advisors
Colorado
$546K -$26.9K -200 -5%
WDG
1485
Wealth Dimensions Group
Ohio
$546K
AAP
1486
Arax Advisory Partners
Colorado
$546K +$546K +3,896 New
IAS
1487
Investment Advisory Services
Texas
$546K +$546K +3,899 New
KFS
1488
Kurt F. Somerville
$545K -$3.65K -26 -0.7%
IIC
1489
Integrated Investment Consultants
Michigan
$545K +$84K +600 +18%
CPA
1490
Court Place Advisors
Maryland
$540K -$5.74K -41 -1%
CCM
1491
Coldstream Capital Management
Washington
$537K -$200K -1,424 -27%
GTAM
1492
Global Trust Asset Management
Florida
$537K +$271K +1,935 +102%
FPS
1493
Fieldpoint Private Securities
Connecticut
$536K -$26.2K -194 -5%
MA
1494
MCF Advisors
Kentucky
$536K +$261K +1,862 +95%
RM
1495
Resource Management
Louisiana
$534K -$36.7K -262 -6%
PJSIMP
1496
P.J. Schmidt Investment Management (PJS)
Wisconsin
$533K
JSL
1497
JT Stratford LLC
Georgia
$532K -$19.1K -136 -3%
HTHT
1498
Hemenway Trust Hemenway Trust
New Hampshire
$531K
MIM
1499
MTM Investment Management
South Carolina
$531K +$420 +3 +0.1%
RCM
1500
RNC Capital Management
California
$531K +$79.9K +570 +18%