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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
GCA
1776
Gradient Capital Advisors
California
$305K +$10.8K +81 +4%
GKWIM
1777
Gerber Kawasaki Wealth & Investment Management
California
$305K +$27.8K +208 +10%
C
1778
Certuity
Florida
$304K -$12.3K -92 -4%
PGAM
1779
Princeton Global Asset Management
New Jersey
$304K +$1.47K +11 +0.5%
BFWA
1780
Benchmark Financial Wealth Advisors
Florida
$302K -$20.7K -155 -6%
GDP
1781
Great Diamond Partners
Maine
$302K +$1.34K +10 +0.4%
FNBOSM
1782
First National Bank of South Miami
Florida
$302K +$15.5K +116 +5%
OFG
1783
Oxford Financial Group
Indiana
$300K -$193K -1,441 -39%
CCA
1784
Catalyst Capital Advisors
New York
$300K
PIM
1785
Progressive Investment Management
Oregon
$299K
KFGK
1786
Keystone Financial Group (Kentucky)
Kentucky
$297K +$134 +1 +0%
CWM
1787
Calamos Wealth Management
Illinois
$296K -$161K -1,201 -35%
BIP
1788
Blueprint Investment Partners
North Carolina
$296K +$43.6K +326 +17%
CI
1789
CX Institutional
Indiana
$295K +$8.29K +62 +3%
TSWM
1790
Triangle Securities Wealth Management
North Carolina
$294K -$20.2K -151 -6%
PCMC
1791
Private Capital Management (Colorado)
Colorado
$294K +$296K +2,215 New
IC
1792
Inscription Capital
Texas
$293K -$6.17M -46,186 -95%
HFP
1793
Holistic Financial Partners
Indiana
$293K
MLFP
1794
MPS Loria Financial Planners
Illinois
$292K +$1.34K +10 +0.5%
BFG
1795
Bouchey Financial Group
New York
$291K
MWM
1796
Mattern Wealth Management
Kansas
$291K
EWA
1797
Encompass Wealth Advisors
Oregon
$291K +$29.8K +223 +11%
TCM
1798
Tradewinds Capital Management
Washington
$291K +$69.9K +523 +31%
AWM
1799
AllSquare Wealth Management
New York
$290K -$31.4K -235 -10%
CCM
1800
Crossvault Capital Management
Texas
$290K

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.