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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
JGC
151
J. Goldman & Co
New York
$39.3M +$39.6M +295,937 New
CIBC World Market
152
CIBC World Market
Ontario, Canada
$39.2M -$601K -4,497 -2%
CFC
153
Cincinnati Financial Corp
Ohio
$38.6M
PI
154
PineBridge Investments
New York
$38.6M -$7.1M -53,079 -15%
Aviva
155
Aviva
United Kingdom
$38M -$2.06M -15,373 -5%
D.E. Shaw & Co
156
D.E. Shaw & Co
New York
$37.7M +$15.6M +116,519 +70%
FAF
157
Fjarde Ap-fonden
Sweden
$36.6M -$336K -2,511 -0.9%
WG
158
Welch Group
Alabama
$36.6M +$689K +5,151 +2%
AIG
159
American International Group
New York
$35.8M -$170M -1,273,053 -83%
ELC
160
Edgar Lomax Company
Virginia
$35.7M -$721K -5,392 -2%
KCM
161
Kornitzer Capital Management
Kansas
$35.4M +$174K +1,299 +0.5%
FAF
162
Första AP-fonden
Sweden
$35.3M +$8.59M +64,224 +32%
N
163
Natixis
France
$35.3M +$26.5M +198,030 +293%
ASRS
164
Arizona State Retirement System
Arizona
$34.6M -$167K -1,249 -0.5%
GT
165
Glenmede Trust
Pennsylvania
$34.6M -$448K -3,355 -1%
DC
166
Davenport & Co
Virginia
$34.3M +$3.17M +23,716 +10%
SOMRS
167
State of Michigan Retirement System
Michigan
$34.3M +$56K +419 +0.2%
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$33.9M +$2.75M +20,554 +9%
AB
169
Amalgamated Bank
New York
$33.8M -$1.17M -8,720 -3%
Canada Pension Plan Investment Board
170
Canada Pension Plan Investment Board
Ontario, Canada
$33.6M +$32.2M +241,208 +2,004%
CWM
171
CIBC World Markets
New York
$33.5M -$11.3M -84,400 -25%
SW
172
SVB Wealth
Massachusetts
$33.1M +$1.17M +8,727 +4%
SLAM
173
Swiss Life Asset Management
$33M +$1.47M +10,988 +5%
Walleye Trading
174
Walleye Trading
New York
$32.2M +$10.9M +81,302 +50%
Capital International Investors
175
Capital International Investors
California
$32.1M +$31.3K +234 +0.1%

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.