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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
FBB
1701
Fulton Breakefield Broenniman
Maryland
$327K -$185K -1,545 -38%
TW
1702
TrinityPoint Wealth
Connecticut
$327K -$168K -1,407 -35%
HWM
1703
Hemington Wealth Management
Virginia
$327K +$78.7K +658 +34%
NA
1704
Nottingham Advisors
New York
$326K -$12.6K -105 -4%
DA
1705
DCM Advisors
New York
$326K +$2.04K +17 +0.7%
TSWM
1706
Triangle Securities Wealth Management
North Carolina
$326K +$29K +242 +10%
CWM
1707
Cranbrook Wealth Management
Michigan
$326K +$52.1K +435 +20%
LC
1708
LCNB Corp
Ohio
$325K – – –
SAM
1709
Strategy Asset Managers
California
$322K -$17.2K -144 -5%
GA
1710
Geller Advisors
New York
$321K +$41.8K +349 +16%
SHGA
1711
Sand Hill Global Advisors
California
$320K -$19.7K -165 -6%
AAP
1712
Aristotle Atlantic Partners
Florida
$320K – – –
GAM
1713
Gould Asset Management
California
$320K +$300K +2,510 New
AIM
1714
Acropolis Investment Management
Missouri
$319K -$17.1K -143 -5%
SCM
1715
Silvant Capital Management
Georgia
$319K – – –
RIM
1716
Rockbridge Investment Management
New York
$319K +$232K +1,941 +347%
CL
1717
CPWM LLC
Washington
$318K -$8.98K -75 -3%
TPA
1718
Trivium Point Advisory
Connecticut
$318K +$1.92K +16 +0.6%
HFAS
1719
Hummer Financial Advisory Services
Illinois
$318K +$6.22K +52 +2%
SG
1720
Stonnington Group
California
$318K +$282K +2,354 New
ACA
1721
Atlas Capital Advisors
Wyoming
$317K +$41.6K +348 +16%
SA
1722
SRH Advisors
Kansas
$316K +$598 +5 +0.2%
CWP
1723
Concord Wealth Partners
Virginia
$315K +$117K +976 +65%
MA
1724
Mezzasalma Advisors
New Jersey
$314K – – –
KF
1725
Krilogy Financial
Missouri
$311K +$18.3K +153 +7%
67 68
69
70 71

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.