2,144 hedge funds and large institutions have $66.5B invested in IBM in 2021 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 908 increasing their positions, 832 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,144
Holders Change
+18
Holders Change %
+0.85%
% of All Funds
37.75%
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
908
Reduced
832
Closed
125
Calls
$1.64B
Puts
$2.18B
Net Calls
-$536M
Net Calls Change
-$119M
Name Holding Trade Value Shares
Change
Shares
Change %
SFM
1601
Signet Financial Management
New Jersey
$387K +$36.9K +289 +11%
SLF
1602
Sun Life Financial
Ontario, Canada
$386K +$77K +604 +25%
JPLA
1603
Joseph P. Lucia & Associates
New York
$385K +$8.67K +68 +2%
SSW
1604
Smith Shellnut Wilson
Mississippi
$385K +$96.4K +757 +33%
CST
1605
Charles Schwab Trust
Nevada
$384K -$202K -1,584 -34%
OC
1606
Oakworth Capital
Alabama
$384K +$95K +746 +33%
GF
1607
Gries Financial
Ohio
$384K +$384K +2,788 New
AWM
1608
Aberdeen Wealth Management
Illinois
$382K
SOAMC
1609
Spirit of America Management Corp
New York
$382K
SWA
1610
Sutton Wealth Advisors
Florida
$381K +$5.61K +44 +1%
MCM
1611
MV Capital Management
Maryland
$381K -$97.1K -762 -20%
TIA
1612
Traphagen Investment Advisors
New Jersey
$381K -$53.9K -423 -12%
MHIC
1613
Marble Harbor Investment Counsel
Massachusetts
$380K
CFG
1614
CMC Financial Group
Georgia
$380K +$4.08K +32 +1%
CYG
1615
Clean Yield Group
Vermont
$380K +$61.7K +485 +19%
GSEP
1616
Golden State Equity Partners
California
$379K +$379K +2,978 New
CB
1617
CNB Bank
Pennsylvania
$378K -$7.63K -60 -2%
CCA
1618
Column Capital Advisors
Indiana
$376K +$382 +3 +0.1%
SAA
1619
Southeast Asset Advisors
Georgia
$376K +$133K +1,046 +55%
KS
1620
Karpas Strategies
Connecticut
$375K
PFBT
1621
Parkside Financial Bank & Trust
Missouri
$372K -$32.9K -258 -8%
S
1622
SimplyRich
California
$372K
BO
1623
Bank OZK
Arkansas
$371K -$93.3K -732 -20%
SFG
1624
StrategIQ Financial Group
Indiana
$370K -$12.9K -101 -3%
KA
1625
Klingman & Associates
New York
$370K +$70.4K +552 +23%