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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
Financial Engines Advisors
1526
Financial Engines Advisors
California
$484K -$248K -1,855 -34%
TGAM
1527
TBH Global Asset Management
Tennessee
$482K +$3.34K +25 +0.7%
ECG
1528
Edge Capital Group
Georgia
$479K -$257K -1,921 -35%
MF
1529
Manchester Financial
California
$479K +$36.9K +276 +8%
MIM
1530
MTM Investment Management
South Carolina
$478K -$26.2K -196 -5%
CST
1531
Charles Schwab Trust
Nevada
$478K +$4.81K +36 +1%
CFMC
1532
Curbstone Financial Management Corp
New Hampshire
$478K +$27.1K +203 +6%
GM
1533
GeoWealth Management
Illinois
$477K -$5.21K -39 -1%
ODCM
1534
Old Dominion Capital Management
Virginia
$476K -$6.95K -52 -1%
HC
1535
Hatton Consulting
Arizona
$476K +$24.9K +186 +5%
KP
1536
Keel Point
Alabama
$475K +$11.8K +88 +3%
KWMG
1537
King Wealth Management Group
Florida
$471K +$58.8K +440 +14%
PA
1538
Parkside Advisors
California
$471K +$474K +3,545 New
OIA
1539
Optimum Investment Advisors
Illinois
$470K -$58.3K -436 -11%
EARNEST Partners
1540
EARNEST Partners
Georgia
$470K -$13.1K -98 -3%
WA
1541
Wambolt & Associates
Colorado
$470K
GF
1542
Gries Financial
Ohio
$469K +$99.6K +745 +27%
HFS
1543
Hantz Financial Services
Michigan
$468K -$18.3K -137 -4%
BEI
1544
Benjamin Edwards Inc
Missouri
$467K -$2.27K -17 -0.5%
MTC
1545
McDaniel Terry & Co
Texas
$467K
TIA
1546
Traphagen Investment Advisors
New Jersey
$466K +$66.7K +499 +17%
CGA
1547
Crescent Grove Advisors
Illinois
$464K -$212K -1,587 -31%
BFO
1548
Biltmore Family Office
North Carolina
$464K
FPCP
1549
Fort Point Capital Partners
California
$461K +$86.2K +645 +23%
AIA
1550
Arbor Investment Advisors
North Carolina
$460K

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.