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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
HIP
1701
HUB Investment Partners
Texas
$353K +$143K +1,071 +67%
VCM
1702
Virtue Capital Management
Tennessee
$353K +$356K +2,661 New
PWM
1703
Provident Wealth Management
Tennessee
$350K
WP
1704
WealthPLAN Partners
Nebraska
$350K +$3.61K +27 +0.9%
NS
1705
Newman & Schimel
Illinois
$350K +$3.74K +28 +1%
PIN
1706
Prudent Investors Network
California
$350K +$56K +419 +19%
P
1707
&Partners
Tennessee
$349K -$21.8K -163 -6%
BO
1708
Bank OZK
Arkansas
$348K
SFM
1709
Signet Financial Management
New Jersey
$348K +$350K +2,619 New
GSIS
1710
Global Strategic Investment Solutions
Arizona
$347K -$69.9K -523 -17%
TSW
1711
Thompson Siegel & Walmsley
Virginia
$346K -$19K -142 -5%
TC
1712
TAP Consulting
Missouri
$344K -$142K -1,064 -29%
CIC
1713
Carnegie Investment Counsel
Ohio
$342K -$306K -2,290 -47%
TPA
1714
Trivium Point Advisory
Connecticut
$342K +$2K +15 +0.6%
SP
1715
Successful Portfolios
Florida
$341K -$1.34K -10 -0.4%
AIM
1716
Acropolis Investment Management
Missouri
$341K +$267 +2 +0.1%
CM
1717
Cornerstone Management
Georgia
$341K
SHGA
1718
Sand Hill Global Advisors
California
$340K -$9.49K -71 -3%
GA
1719
Geller Advisors
New York
$340K +$8.02K +60 +2%
MAM
1720
MMA Asset Management
Pennsylvania
$339K
TIM
1721
Tortoise Investment Management
New York
$338K +$13K +97 +4%
BCA
1722
Berman Capital Advisors
Georgia
$336K +$153K +1,148 +82%
GEA
1723
Glen Eagle Advisors
New Jersey
$335K +$18.2K +136 +6%
WFI
1724
West Family Investments
California
$335K +$27.5K +206 +9%
DOA
1725
D'Orazio & Associates
Virginia
$335K +$42.6K +319 +14%

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.