We are live on ! Find out more
IBM icon

IBM
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
PFBT
1626
Parkside Financial Bank & Trust
Missouri
$372K -$30.9K -258 -8%
S
1627
SimplyRich
California
$372K – – –
BO
1628
Bank OZK
Arkansas
$371K -$87.6K -732 -20%
SFG
1629
StrategIQ Financial Group
Indiana
$370K -$12.1K -101 -3%
KA
1630
Klingman & Associates
New York
$370K +$66.1K +552 +23%
6F
1631
626 Financial
Michigan
$370K +$356K +2,974 New
TSS
1632
Thomas Story & Son
Indiana
$368K – – –
BCM
1633
Buckhead Capital Management
Georgia
$367K -$70K -585 -17%
TNB
1634
Thomasville National Bank
Georgia
$367K +$98.6K +824 +31%
TAM
1635
Tealwood Asset Management
Minnesota
$366K +$359 +3 +0.1%
BCAM
1636
Boston Common Asset Management
Massachusetts
$366K +$3.95K +33 +1%
WP
1637
WealthPLAN Partners
Nebraska
$366K +$59.5K +497 +23%
WHG
1638
Westwood Holdings Group
Texas
$365K -$33.3K -278 -9%
PSC
1639
Prentiss Smith & Co
Vermont
$365K – – –
TF
1640
TimeScale Financial
Massachusetts
$365K +$3.95K +33 +1%
SAM
1641
Secure Asset Management
Michigan
$365K +$83.4K +697 +32%
ISWM
1642
Independent Solutions Wealth Management
New York
$364K +$41.2K +344 +14%
APW
1643
Aurora Private Wealth
New Jersey
$364K -$60.4K -505 -15%
TYCC
1644
Texas Yale Capital Corp
Florida
$364K – – –
IAS
1645
IMA Advisory Services
Colorado
$363K – – –
AC
1646
Avestar Capital
New York
$363K +$32.4K +271 +11%
FAM
1647
Formidable Asset Management
Ohio
$363K +$40.2K +336 +13%
JFGIW
1648
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$361K -$359K -2,996 -51%
FNBSF
1649
First National Bank Sioux Falls
South Dakota
$361K – – –
LCM
1650
LVM Capital Management
Michigan
$361K +$50.1K +419 +17%
64 65
66
67 68

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.