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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
CHA
1626
Cooper/Haims Advisors
New York
$402K -$15K -112 -4%
RCIM
1627
Red Cedar Investment Management
Michigan
$402K +$405K +3,030 New
EB
1628
Eastern Bank
Massachusetts
$401K +$17.6K +132 +5%
YIH
1629
Y-Intercept (HK)
Hong Kong
$401K +$403K +3,017 New
MRCM
1630
M&R Capital Management
New Jersey
$400K -$18.2K -136 -4%
IC
1631
Inverness Counsel
New York
$400K
AWM
1632
Aberdeen Wealth Management
Illinois
$399K
AWM
1633
Altavista Wealth Management
North Carolina
$399K
PA
1634
Planning Alternatives
Michigan
$399K
DSN
1635
D. Scott Neal
Kentucky
$399K +$8.96K +67 +2%
SOAMC
1636
Spirit of America Management Corp
New York
$398K
GI
1637
Gradient Investments
Minnesota
$397K -$4.01K -30 -1%
BIA
1638
Bigelow Investment Advisors
Maine
$396K -$285K -2,134 -42%
CCG
1639
Chatham Capital Group
Georgia
$395K -$17.4K -130 -4%
CCA
1640
Column Capital Advisors
Indiana
$394K +$2K +15 +0.5%
BDF
1641
Balasa Dinverno & Foltz
$393K -$16.6K -124 -4%
OC
1642
Oakworth Capital
Alabama
$393K +$6.95K +52 +2%
HAS
1643
HBW Advisory Services
California
$391K +$74.6K +558 +23%
SAA
1644
Southeast Asset Advisors
Georgia
$390K +$936 +7 +0.2%
RG
1645
Retirement Group
California
$390K +$1.01M +7,550 +271%
FFA
1646
Fragasso Financial Advisors
Pennsylvania
$389K +$1.07K +8 +0.3%
TF
1647
TimeScale Financial
Massachusetts
$389K +$4.28K +32 +1%
DIP
1648
DT Investment Partners
Pennsylvania
$388K
CAL
1649
Capital Analysts LLC
Pennsylvania
$388K +$9.36K +70 +2%
CPIG
1650
Chicago Partners Investment Group
Illinois
$388K +$69K +516 +18%

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.