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IBM

2,152 hedge funds and large institutions have $66.7B invested in IBM in 2021 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 911 increasing their positions, 835 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 126

9% more repeat investments, than reductions

Existing positions increased: 911 | Existing positions reduced: 835

4% more capital invested

Capital invested by funds: $63.9B → $66.7B (+$2.78B)

1% more funds holding

Funds holding: 2,135 → 2,152 (+17)

0.73% less ownership

Funds ownership: 59.56% → 58.83% (-0.73%)

6% less funds holding in top 10

Funds holding in top 10: 35 → 33 (-2)

25% less call options, than puts

Call options by funds: $1.64B | Put options by funds: $2.18B

Holders
2,152
Holders Change
+17
Holders Change %
+0.8%
% of All Funds
37.78%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.58%
New
168
Increased
911
Reduced
835
Closed
126
Calls
$1.64B
Puts
$2.18B
Net Calls
-$536M
Net Calls Change
-$127M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$279M
2
BlackRock
BlackRock
New York
+$252M
3
Renaissance Technologies
Renaissance Technologies
New York
+$139M
4
ProShare Advisors
ProShare Advisors
Maryland
+$124M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$111M

Top Sellers

Rank Fund Capital Flow
1
IFP
Independent Franchise Partners
United Kingdom
-$560M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$457M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$154M
4
Prudential Financial
Prudential Financial
New Jersey
-$103M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$93.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
C
1876
Certuity
Florida
$237K +$222K +1,859 New
RWM
1877
Rench Wealth Management
Texas
$236K +$2.87K +24 +1%
WCM
1878
WealthBridge Capital Management
Ohio
$235K +$18.4K +154 +9%
HFA
1879
High Falls Advisors
New York
$233K +$3.59K +30 +2%
EI
1880
Ellevest Inc
New York
$233K +$68K +568 +45%
FA
1881
Financial Advisors
Massachusetts
$232K -$6.22K -52 -3%
GRP
1882
Global Retirement Partners
California
$232K +$8.02K +67 +4%
SIMM
1883
Stillwater Investment Management (Minnesota)
Minnesota
$231K -$18.6K -155 -8%
FA
1884
Faithward Advisors
Pennsylvania
$231K +$216K +1,807 New
WCF
1885
West Coast Financial
California
$231K +$217K +1,810 New
RAM
1886
Riggs Asset Management
Pennsylvania
$230K -$19K -159 -8%
HCMT
1887
Highland Capital Management (Tennessee)
Tennessee
$229K -$49.1K -410 -19%
EW
1888
Evoke Wealth
California
$229K -$12.1K -101 -5%
FTC
1889
Farmers Trust Company
Ohio
$229K +$216K +1,802 New
RF
1890
Rollins Financial
Georgia
$228K -$42.8K -358 -17%
SFG
1891
Sovereign Financial Group
Connecticut
$228K +$214K +1,787 New
CWA
1892
Carolina Wealth Advisors
South Carolina
$227K – – –
SCM
1893
Salem Capital Management
Massachusetts
$227K +$12.4K +104 +6%
CI
1894
CX Institutional
Indiana
$227K +$27.3K +228 +15%
PWA
1895
Phoenix Wealth Advisors
North Carolina
$226K -$12.6K -105 -6%
PP
1896
Pacifica Partners
Canada
$226K +$209K +1,748 New
GA
1897
Gateway Advisory
New Jersey
$226K +$213K +1,776 New
SCI
1898
Stableford Capital II
Arizona
$225K – – –
VCP
1899
Vista Capital Partners
Oregon
$225K +$1.08K +9 +0.5%
HF
1900
Halpern Financial
Virginia
$224K +$6.94K +58 +3%
74 75
76
77 78

IBM Hedge Fund Activity: Q1 2021 in Review

2,152 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2021, worth a combined $66.7B — up 4.4% from $63.9B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new IBM positions and 126 closed out — a net gain of 42 holders — while 911 added to existing stakes and 835 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $279M. The largest seller was Independent Franchise Partners, exiting entirely with an estimated $560M sold.

  • 2,152 institutional investors held IBM (IBM) as of Q1 2021, up from 2,135 in Q4 2020.
  • Funds reported $66.7B of IBM stock for Q1 2021, up 4.4% quarter-over-quarter.
  • 168 funds opened new IBM positions in Q1 2021 and 126 closed out, a net change of +42 holders.
  • The largest IBM buyer in Q1 2021 was Morgan Stanley, an estimated $279M added.
  • The largest IBM seller in Q1 2021 was Independent Franchise Partners, an estimated $560M sold.

Based on aggregated 13F filings for Q1 2021.