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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
ACA
1751
Atlas Capital Advisors
Wyoming
$319K
RIS
1752
Retirement Income Solutions
Michigan
$316K +$22.2K +166 +8%
FAFN
1753
First Affirmative Financial Network
Colorado
$315K +$317K +2,368 New
KF
1754
Krilogy Financial
Missouri
$314K -$20.9K -156 -6%
VAG
1755
VisionPoint Advisory Group
Texas
$314K +$54.8K +410 +18%
TAM
1756
Tealwood Asset Management
Minnesota
$314K +$316K +2,362 New
CA
1757
Callahan Advisors
Texas
$314K +$316K +2,364 New
VWM
1758
Venturi Wealth Management
Texas
$313K -$17.9K -134 -5%
FAM
1759
Formidable Asset Management
Ohio
$312K
LCM
1760
Leisure Capital Management
California
$312K
ACP
1761
Aviance Capital Partners
Florida
$312K +$936 +7 +0.3%
SWP
1762
Summit Wealth Partners
Florida
$311K +$267 +2 +0.1%
BCM
1763
Boltwood Capital Management
California
$311K -$27.9K -209 -8%
HIC
1764
Hartline Investment Corp
Illinois
$311K
COCM
1765
Charter Oak Capital Management
New Hampshire
$311K +$141K +1,056 +82%
PAM
1766
Peak Asset Management
Colorado
$309K
SRIM
1767
Saratoga Research & Investment Management
California
$309K
FMTC
1768
Farmers & Merchants Trust Company
California
$308K -$6.82K -51 -2%
KOC
1769
Koss-Olinger Consulting
Florida
$308K -$668 -5 -0.2%
SFP
1770
Sterling Financial Planning
New Jersey
$307K -$33.4K -250 -10%
DW
1771
Domani Wealth
Pennsylvania
$307K +$267 +2 +0.1%
MCWS
1772
McKinley Carter Wealth Services
West Virginia
$306K -$42K -314 -12%
MPW
1773
MA Private Wealth
California
$306K +$2.54K +19 +0.8%
FMN
1774
Financial Management Network
California
$306K +$6.82K +51 +2%
VHAM
1775
Van Hulzen Asset Management
California
$306K +$41.7K +312 +16%

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.