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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
EBA
1851
Eagle Bay Advisors
New York
$261K +$39.8K +298 +18%
DI
1852
Disciplined Investments
Oklahoma
$260K
KFI
1853
Key Financial Inc
Pennsylvania
$260K
NFG
1854
Nadler Financial Group
Illinois
$259K +$267 +2 +0.1%
LFA
1855
Landmark Financial Advisors
Kentucky
$258K -$8.82K -66 -3%
LB
1856
Leo Brokerage
Texas
$258K +$21.1K +158 +9%
ARC
1857
Advisor Resource Council
Texas
$256K -$326K -2,441 -56%
LFA
1858
Legacy Financial Advisors
Kentucky
$256K -$5.88K -44 -2%
BWAM
1859
Boyd Watterson Asset Management
Ohio
$256K -$802 -6 -0.3%
PIA
1860
Powell Investment Advisors
Florida
$256K +$134 +1 +0.1%
DFG
1861
Demars Financial Group
Washington
$256K +$258K +1,929 New
AFAS
1862
Acorn Financial Advisory Services
Virginia
$255K -$99.6K -745 -28%
HC
1863
Hamilton Capital
Ohio
$255K +$256K +1,917 New
OPOWM
1864
One Plus One Wealth Management
Florida
$254K -$42K -314 -14%
QCM
1865
Quest Capital Management
Texas
$254K -$2.14K -16 -0.8%
RCM
1866
RB Capital Management
Nevada
$254K +$2.67K +20 +1%
BBW
1867
Blue Barn Wealth
Utah
$254K +$255K +1,911 New
MIM
1868
Miller Investment Management
Pennsylvania
$253K -$55.3K -414 -18%
GTAM
1869
Global Trust Asset Management
Florida
$252K -$259K -1,935 -51%
CT
1870
Columbia Trust
Oregon
$252K
PIMG
1871
Patriot Investment Management Group
Tennessee
$252K +$33K +247 +15%
FDCC
1872
Foster Dykema Cabot & Co
Massachusetts
$251K -$10.2K -76 -4%
RWM
1873
Rench Wealth Management
Texas
$251K +$2.94K +22 +1%
MFW
1874
Mosaic Family Wealth
Missouri
$251K +$253K +1,892 New
SAS
1875
Sanford Advisory Services
Michigan
$250K -$55.9K -418 -18%

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.