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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
MGAM
1801
McGowan Group Asset Management
Texas
$290K +$535 +4 +0.2%
FRM
1802
Fox Run Management
Connecticut
$289K +$291K +2,176 New
MWM
1803
Marietta Wealth Management
Georgia
$288K +$290K +2,171 New
JFGIW
1804
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$287K -$52.4K -392 -15%
SNB
1805
Security National Bank
Nebraska
$287K +$62.8K +470 +28%
CFN
1806
Cordasco Financial Network
Florida
$286K -$150K -1,123 -34%
MSE
1807
MUFG Securities EMEA
United Kingdom
$285K
CAM
1808
Cozad Asset Management
Illinois
$283K
EIA
1809
Eldridge Investment Advisors
New Hampshire
$283K
WCM
1810
Windsor Capital Management
Arizona
$282K -$25.8K -193 -8%
SEIA
1811
Signature Estate & Investment Advisors
California
$282K -$2.81K -21 -1%
RP
1812
Rowlandmiller & Partners
Georgia
$281K
NQWM
1813
Northwest Quadrant Wealth Management
Oregon
$281K +$936 +7 +0.3%
JSL
1814
JT Stratford LLC
Georgia
$280K -$225K -1,681 -44%
SC
1815
Sepio Capital
Utah
$280K -$1.34K -10 -0.5%
AWS
1816
AJ Wealth Strategies
New York
$280K +$401 +3 +0.1%
LCC
1817
Lincoln Capital Corp
Rhode Island
$280K +$63K +471 +29%
CA
1818
Crewe Advisors
Utah
$279K
GL
1819
Graypoint LLC
New York
$279K +$5.08K +38 +2%
FVWA
1820
Foster Victor Wealth Advisors
South Carolina
$278K -$13.2K -99 -5%
XWM
1821
Xcel Wealth Management
Florida
$278K +$14.3K +107 +5%
SMG
1822
Spectrum Management Group
Indiana
$278K +$14.6K +109 +5%
WWA
1823
WC Walker & Associates
California
$277K
MHR
1824
Matthew Hamilton Rosenberg
$277K +$5.88K +44 +2%
PG
1825
Patten Group
Tennessee
$275K +$134 +1 +0%

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.