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IBM

2,152 hedge funds and large institutions have $66.7B invested in IBM in 2021 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 911 increasing their positions, 835 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 126

9% more repeat investments, than reductions

Existing positions increased: 911 | Existing positions reduced: 835

4% more capital invested

Capital invested by funds: $63.9B → $66.7B (+$2.78B)

1% more funds holding

Funds holding: 2,135 → 2,152 (+17)

0.73% less ownership

Funds ownership: 59.56% → 58.83% (-0.73%)

6% less funds holding in top 10

Funds holding in top 10: 35 → 33 (-2)

25% less call options, than puts

Call options by funds: $1.64B | Put options by funds: $2.18B

Holders
2,152
Holders Change
+17
Holders Change %
+0.8%
% of All Funds
37.78%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.58%
New
168
Increased
911
Reduced
835
Closed
126
Calls
$1.64B
Puts
$2.18B
Net Calls
-$536M
Net Calls Change
-$127M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$279M
2
BlackRock
BlackRock
New York
+$252M
3
Renaissance Technologies
Renaissance Technologies
New York
+$139M
4
ProShare Advisors
ProShare Advisors
Maryland
+$124M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$111M

Top Sellers

Rank Fund Capital Flow
1
IFP
Independent Franchise Partners
United Kingdom
-$560M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$457M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$154M
4
Prudential Financial
Prudential Financial
New Jersey
-$103M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$93.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
T
1576
TOBAM
France
$409K +$85.3K +713 +29%
AWM
1577
Apollon Wealth Management
South Carolina
$406K +$382K +3,188 New
LNWTC
1578
Laird Norton Wetherby Trust Company
Washington
$406K +$402K +3,356 New
FPFS
1579
First Personal Financial Services
North Carolina
$405K -$7.66K -64 -2%
HIM
1580
Hotaling Investment Management
Pennsylvania
$404K -$31.4K -262 -8%
BFA
1581
Brendel Financial Advisors
New Hampshire
$402K – – –
PA
1582
Planning Alternatives
Michigan
$402K – – –
PAS
1583
Professional Advisory Services
Florida
$402K – – –
SRSA
1584
S.R. Schill & Associates
Washington
$400K – – –
BMM
1585
Buffington Mohr McNeal
Idaho
$400K +$15.7K +131 +4%
AWA
1586
Acorn Wealth Advisors
Michigan
$400K +$47.9K +400 +15%
SM
1587
SG3 Management
Puerto Rico
$400K +$376K +3,138 New
GI
1588
Gradient Investments
Minnesota
$399K -$92.4K -772 -20%
NWA
1589
Navis Wealth Advisors
New York
$399K +$62.6K +523 +20%
MAM
1590
Martingale Asset Management
Massachusetts
$398K -$627K -5,239 -63%
IWS
1591
Insight Wealth Strategies
California
$398K +$17.2K +144 +5%
FFWM
1592
Future Financial Wealth Management
Ohio
$397K -$6.34K -53 -2%
PPP
1593
Private Portfolio Partners
New Jersey
$396K +$15.6K +130 +4%
OCM
1594
One Capital Management
California
$396K +$2.99K +25 +0.8%
GM
1595
GeoWealth Management
Illinois
$396K +$12.8K +107 +4%
CAM
1596
Campion Asset Management
Virginia
$396K +$372K +3,107 New
MCM
1597
Magnolia Capital Management
New York
$395K -$72.6K -607 -16%
CCG
1598
Chatham Capital Group
Georgia
$395K – – –
FPCM
1599
Financial Partners Capital Management
New York
$391K +$43.8K +366 +14%
DSN
1600
D. Scott Neal
Kentucky
$390K -$11.8K -99 -3%
62 63
64
65 66

IBM Hedge Fund Activity: Q1 2021 in Review

2,152 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2021, worth a combined $66.7B — up 4.4% from $63.9B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new IBM positions and 126 closed out — a net gain of 42 holders — while 911 added to existing stakes and 835 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $279M. The largest seller was Independent Franchise Partners, exiting entirely with an estimated $560M sold.

  • 2,152 institutional investors held IBM (IBM) as of Q1 2021, up from 2,135 in Q4 2020.
  • Funds reported $66.7B of IBM stock for Q1 2021, up 4.4% quarter-over-quarter.
  • 168 funds opened new IBM positions in Q1 2021 and 126 closed out, a net change of +42 holders.
  • The largest IBM buyer in Q1 2021 was Morgan Stanley, an estimated $279M added.
  • The largest IBM seller in Q1 2021 was Independent Franchise Partners, an estimated $560M sold.

Based on aggregated 13F filings for Q1 2021.