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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
VFP
1826
Verus Financial Partners
Virginia
$274K +$4.41K +33 +2%
LC
1827
Lindbrook Capital
California
$273K -$981K -7,339 -78%
SMA
1828
Sage Mountain Advisors
Georgia
$273K -$20.1K -150 -7%
CBOR
1829
Community Bank of Raymore
Missouri
$273K
AC
1830
Avestar Capital
New York
$272K +$1.34K +10 +0.5%
RPWA
1831
Regent Peak Wealth Advisors
Georgia
$272K +$9.89K +74 +4%
AIM
1832
Aspen Investment Management
Michigan
$271K -$2.81K -21 -1%
RDWM
1833
Red Door Wealth Management
Tennessee
$271K +$181K +1,353 +196%
HFG
1834
Heron Financial Group
New York
$269K
M
1835
MOTCO
Texas
$269K
TWM
1836
Triton Wealth Management
Arizona
$269K
BFG
1837
Barber Financial Group
Kansas
$269K +$3.34K +25 +1%
NCM
1838
Noesis Capital Mangement
Florida
$269K +$271K +2,025 New
BCM
1839
Bluefin Capital Management
New York
$268K -$4.13M -30,865 -94%
SLA
1840
Silver Lake Advisory
Utah
$268K
FWM
1841
FFT Wealth Management
Pennsylvania
$266K -$18.3K -137 -6%
HCMG
1842
Howard Capital Management Group
California
$265K -$15.4K -115 -5%
FM
1843
Family Management
New York
$265K
MJB
1844
Mark J. Bradley
$264K -$10.4K -78 -4%
BOM
1845
Bank of Marin
California
$264K -$4.68K -35 -2%
RPA
1846
Rock Point Advisors
Vermont
$264K
TA
1847
TFG Advisers
Michigan
$264K +$29.5K +221 +13%
TAM
1848
Townsend Asset Management
North Carolina
$263K +$936 +7 +0.4%
HSWM
1849
Hubbell Strickland Wealth Management
Louisiana
$262K
WI
1850
WrapManager Inc
California
$261K -$98.4K -736 -27%

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.