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IBM
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
Jacobs Levy Equity Management
151
Jacobs Levy Equity Management
New Jersey
$34.1M +$32M +267,347 New
GT
152
Glenmede Trust
Pennsylvania
$33.9M +$195K +1,629 +0.6%
WG
153
Welch Group
Alabama
$33.9M +$9.18M +76,714 +41%
ASRS
154
Arizona State Retirement System
Arizona
$33.5M -$731K -6,112 -2%
KCM
155
Kornitzer Capital Management
Kansas
$32.3M +$398K +3,328 +1%
LCS
156
Levin Capital Strategies
New York
$31.9M +$4.87M +40,694 +19%
PFC
157
Poplar Forest Capital
California
$31.8M -$929K -7,759 -3%
Neuberger Berman Group
158
Neuberger Berman Group
New York
$31.2M -$2.99M -24,951 -9%
Capital International Investors
159
Capital International Investors
California
$30.8M +$239 +2 +0%
ACM
160
Advisors Capital Management
New Jersey
$30.7M +$7.1M +59,294 +33%
Grantham, Mayo, Van Otterloo & Co (GMO)
161
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$30.7M +$8.76M +73,220 +44%
SLAM
162
Swiss Life Asset Management
$29.7M +$272K +2,269 +1%
UIM
163
USS Investment Management
United Kingdom
$29.2M – – –
Handelsbanken Fonder
164
Handelsbanken Fonder
Sweden
$29M +$635K +5,304 +2%
MIM
165
MetLife Investment Management
New Jersey
$28.4M -$433K -3,615 -2%
DC
166
Davenport & Co
Virginia
$28.3M +$412K +3,439 +2%
Walleye Trading
167
Walleye Trading
New York
$28M +$13.4M +111,925 +103%
First Manhattan
168
First Manhattan
New York
$28M -$2.01M -16,809 -7%
MPMG
169
Minneapolis Portfolio Management Group
Minnesota
$27.9M +$10.3M +86,262 +65%
Brown Advisory
170
Brown Advisory
Maryland
$27.6M -$1.17M -9,782 -4%
Mackenzie Financial
171
Mackenzie Financial
Ontario, Canada
$27.5M -$1.1M -9,194 -4%
USAA
172
United Services Automobile Association
Texas
$27.2M -$4.57M -38,210 -15%
SW
173
SVB Wealth
Massachusetts
$26.9M +$684K +5,712 +3%
LF
174
Lannebo Fonder
Sweden
$26.7M – – –
SO
175
STRS Ohio
Ohio
$25.1M -$24.4M -204,212 -51%
5 6
7
8 9

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.