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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
CSPIA
1501
Cary Street Partners Investment Advisory
Virginia
$507K +$86.2K +645 +20%
KTA
1502
Keeley-Teton Advisors
Illinois
$507K +$511K +3,820 New
PJSIMP
1503
P.J. Schmidt Investment Management (PJS)
Wisconsin
$505K +$28.7K +215 +5%
WA
1504
Waverly Advisors
Alabama
$504K +$35.8K +268 +7%
PA
1505
Procyon Advisors
Connecticut
$503K -$28.3K -212 -5%
HTHT
1506
Hemenway Trust Hemenway Trust
New Hampshire
$503K
PPP
1507
Private Portfolio Partners
New Jersey
$503K +$89K +666 +21%
CG
1508
Corundum Group
Colorado
$502K +$55.7K +417 +12%
O
1509
Ossiam
France
$501K -$73.7K -551 -13%
PWPS
1510
Pinnacle Wealth Planning Services
Ohio
$500K +$26.1K +195 +5%
PAS
1511
Professional Advisory Services
Florida
$498K +$19.5K +146 +4%
CAAS
1512
Capital Asset Advisory Services
Michigan
$498K +$22.6K +169 +5%
BFPW
1513
BOK Financial Private Wealth
Colorado
$497K +$141K +1,053 +39%
CPA
1514
Court Place Advisors
Maryland
$495K -$17.5K -131 -3%
CWM
1515
Centric Wealth Management
Illinois
$494K -$2.14K -16 -0.4%
IA
1516
Insight Advisors
Pennsylvania
$494K -$1.2K -9 -0.2%
ADBIC
1517
A.D. Beadell Investment Counsel
Wisconsin
$493K -$48.5K -363 -9%
GI
1518
GS Investments
Minnesota
$493K +$496K +3,713 New
PMFA
1519
Plante Moran Financial Advisors
Michigan
$491K -$133K -993 -21%
CWS
1520
Cypress Wealth Services
California
$491K -$41.6K -311 -8%
THWM
1521
Taylor Hoffman Wealth Management
Virginia
$489K
FC
1522
FORA Capital
Florida
$488K -$2.57M -19,243 -84%
GLLW
1523
Graves Light Lenhart Wealth
Virginia
$487K +$134 +1 +0%
State Farm Mutual Automobile Insurance
1524
State Farm Mutual Automobile Insurance
Illinois
$486K
SLT
1525
St Louis Trust
Missouri
$486K

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.