We are live on ! Find out more

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
NA
1726
Nottingham Advisors
New York
$334K -$5.48K -41 -2%
PCA
1727
Pallas Capital Advisors
Massachusetts
$334K +$4.01K +30 +1%
AAP
1728
Aristotle Atlantic Partners
Florida
$333K
NEIRG
1729
New England Investment & Retirement Group
Massachusetts
$333K +$58.3K +436 +21%
FMP
1730
Financial Management Professionals
Texas
$333K +$58.8K +440 +21%
HFAS
1731
Hummer Financial Advisory Services
Illinois
$332K
EWP
1732
Engrave Wealth Partners
Texas
$331K
SC
1733
Slow Capital
California
$329K +$18.3K +137 +6%
PP
1734
PDS Planning
Ohio
$329K +$25K +187 +8%
MA
1735
Mezzasalma Advisors
New Jersey
$327K
LG
1736
LaFleur & Godfrey
Michigan
$326K
CWM
1737
Cranbrook Wealth Management
Michigan
$325K -$5.08K -38 -2%
TA
1738
TruWealth Advisors
Louisiana
$324K -$877K -6,560 -73%
AA
1739
Apriem Advisors
California
$324K
HI
1740
Hoey Investments
Pennsylvania
$324K +$48.9K +366 +18%
CSA
1741
Cottage Street Advisors
Massachusetts
$324K +$326K +2,436 New
ACM
1742
Armbruster Capital Management
New York
$323K
HCM
1743
Hengehold Capital Management
Ohio
$323K +$26.7K +200 +9%
TFF
1744
The Family Firm
Maryland
$322K -$61K -456 -16%
RIM
1745
Rockbridge Investment Management
New York
$322K +$267 +2 +0.1%
PB
1746
Pinnacle Bancorp
Nebraska
$322K +$6.82K +51 +2%
QTM
1747
qPULA Trading Management
New York
$320K -$336K -2,510 -51%
KA
1748
Klingman & Associates
New York
$320K -$2.41K -18 -0.7%
BMO
1749
Beck Mack & Oliver
New York
$320K
CCA
1750
Childress Capital Advisors
Texas
$320K +$1.87K +14 +0.6%

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.