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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
QAM
1476
QCI Asset Management
New York
$531K +$189K +1,414 +55%
GWA
1477
GGM Wealth Advisors
Maryland
$529K -$67.6K -506 -10%
PWM
1478
Paulson Wealth Management
Illinois
$528K +$34.5K +258 +7%
ICP
1479
Interchange Capital Partners
Pennsylvania
$526K +$401 +3 +0.1%
ACM
1480
Allred Capital Management
Texas
$525K -$39K -292 -7%
MPIA
1481
Mountain Pacific Investment Advisers
Idaho
$525K +$27.9K +209 +6%
H
1482
HoyleCohen
California
$523K
MA
1483
MCF Advisors
Kentucky
$523K +$15.4K +115 +3%
IFWM
1484
Institute for Wealth Management
Colorado
$522K -$9.89K -74 -2%
NFSG
1485
Newbridge Financial Services Group
Florida
$522K +$364K +2,723 +226%
CCMG
1486
Clark Capital Management Group
Pennsylvania
$521K -$19.9K -149 -4%
EHWM
1487
Eads & Heald Wealth Management
Georgia
$521K +$29.1K +218 +6%
TLP
1488
Trinity Legacy Partners
Texas
$518K -$52.8K -395 -9%
QPWM
1489
Quadrant Private Wealth Management
Pennsylvania
$517K -$42K -314 -7%
WDG
1490
Wealth Dimensions Group
Ohio
$517K
PCM
1491
Prelude Capital Management
New York
$516K -$513K -3,835 -50%
FPS
1492
Fieldpoint Private Securities
Connecticut
$516K -$10.8K -81 -2%
KFS
1493
Kurt F. Somerville
$516K
NCM
1494
New Capital Management
Texas
$516K +$507K +3,792 New
LFF
1495
Level Four Financial
Texas
$515K +$21.3K +159 +4%
CGH
1496
CMG Global Holdings
Texas
$512K -$176K -1,313 -25%
AWM
1497
Avior Wealth Management
Nebraska
$511K +$41.4K +310 +9%
GSEP
1498
Golden State Equity Partners
California
$509K -$16K -120 -3%
TFS
1499
Thoroughbred Financial Services
Tennessee
$508K +$11.1K +83 +2%
IAS
1500
Investment Advisory Services
Texas
$507K -$11.2K -84 -2%

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.