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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
W
1676
WealthOne
New York
$367K +$2.54K +19 +0.7%
WCM
1677
Whitener Capital Management
North Carolina
$367K +$4.81K +36 +1%
HIM
1678
Hanlon Investment Management
New Jersey
$366K
SWA
1679
SOA Wealth Advisors
New York
$366K +$2.94K +22 +0.8%
HWA
1680
Heartwood Wealth Advisors
Virginia
$366K +$11.5K +86 +3%
GCA
1681
Genesee Capital Advisors
New York
$366K +$368K +2,753 New
NSB
1682
Norway Savings Bank
Maine
$365K -$47.5K -355 -11%
B
1683
Bridgeworth
Alabama
$364K +$56.3K +421 +18%
FMC
1684
First Merchants Corp
Indiana
$363K -$1.74K -13 -0.5%
LC
1685
LCNB Corp
Ohio
$363K +$13.9K +104 +4%
YIA
1686
YHB Investment Advisors
Connecticut
$360K +$1.34K +10 +0.4%
CL
1687
CPWM LLC
Washington
$360K +$28.7K +215 +9%
JWBC
1688
J.W. Burns & Co
New York
$359K -$1.34K -10 -0.4%
WDL
1689
Well Done LLC
Michigan
$359K +$17.4K +130 +5%
WWM
1690
Windsor Wealth Management
Indiana
$358K -$13.1K -98 -4%
BCM
1691
Buckhead Capital Management
Georgia
$358K -$13K -97 -3%
LCP
1692
Legacy Capital Partners
Wisconsin
$358K -$4.68K -35 -1%
BFIC
1693
Bedell Frazier Investment Counselling
California
$358K +$20.9K +156 +6%
SIC
1694
Shoker Investment Counsel
Ohio
$357K -$81K -606 -18%
AWP
1695
Abacus Wealth Partners
California
$356K -$62.7K -469 -15%
CIAS
1696
CFS Investment Advisory Services
New Jersey
$356K +$359K +2,683 New
BOS
1697
Bingham Osborn & Scarborough
California
$355K -$113K -847 -24%
HWM
1698
Hemington Wealth Management
Virginia
$355K
KS
1699
Karpas Strategies
Connecticut
$355K
CFFP
1700
Center for Financial Planning
Michigan
$354K +$20.2K +151 +6%

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.