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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
LC
1651
Landaas & Company
Wisconsin
$387K -$153K -1,147 -28%
S
1652
SimplyRich
California
$387K
SFG
1653
StrategIQ Financial Group
Indiana
$387K +$401 +3 +0.1%
BWM
1654
Blossom Wealth Management
California
$387K +$43.2K +323 +12%
ASFA
1655
All Season Financial Advisors
Colorado
$386K -$627K -4,691 -62%
ZAM
1656
Zevin Asset Management
Massachusetts
$382K -$21K -157 -5%
PBO
1657
Peoples Bank (Ohio)
Ohio
$380K -$267 -2 -0.1%
TYCC
1658
Texas Yale Capital Corp
Florida
$379K
IAS
1659
IMA Advisory Services
Colorado
$378K
EI
1660
Ellevest Inc
New York
$378K +$58K +434 +18%
SCM
1661
Southport Capital Management
Tennessee
$377K -$683K -5,108 -64%
FPFS
1662
First Personal Financial Services
North Carolina
$377K -$20.9K -156 -5%
FBB
1663
Fulton Breakefield Broenniman
Maryland
$377K +$36K +269 +10%
IF
1664
Intrua Financial
Texas
$377K +$421K +3,150 New
SAM
1665
Strategy Asset Managers
California
$376K +$8.55K +64 +2%
BMM
1666
Buffington Mohr McNeal
Idaho
$375K -$24.5K -183 -6%
Eagle Capital Management (New York)
1667
Eagle Capital Management (New York)
New York
$375K
OCPWS
1668
One Charles Private Wealth Services
Massachusetts
$375K
PFBT
1669
Parkside Financial Bank & Trust
Missouri
$372K +$5.21K +39 +1%
ACP
1670
Aveo Capital Partners
Colorado
$372K +$34.1K +255 +10%
AWS
1671
Arkfeld Wealth Strategies
Nebraska
$371K -$6.95K -52 -2%
BFM
1672
Boothbay Fund Management
New York
$370K -$103K -772 -22%
MCM
1673
MV Capital Management
Maryland
$370K +$11.1K +83 +3%
BOS
1674
Bank of Stockton
California
$368K +$6.95K +52 +2%
ZF
1675
Zhang Financial
Michigan
$367K -$13.9K -104 -4%

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.