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IBM
IBM

Overview Fund Activity

2,207 hedge funds and large institutions have $73.8B invested in IBM in 2021 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 936 increasing their positions, 799 reducing their positions, and 84 closing their positions.

Holders
2,207
Holders Change
+63
Holders Change %
+2.94%
% of All Funds
38.53%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.61%
New
173
Increased
936
Reduced
799
Closed
84
Calls
$2.28B
Puts
$2.34B
Net Calls
-$61.6M
Net Calls Change
+$475M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$676M
2
MWNA
2
Marshall Wace North America
New York
$150M
3
Goldman Sachs
3
Goldman Sachs
New York
$792M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$163M
5
DnB Asset Management
5
DnB Asset Management
Norway
$122M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
Franklin Resources
2
Franklin Resources
California
$621M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$63.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.29B
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RPWA
1876
Regent Peak Wealth Advisors
Georgia
$266K 1,885 +77 +4%
VFP
1877
Verus Financial Partners
Virginia
$265K 1,893 +1 +0.1%
RCM
1878
RB Capital Management
Nevada
$265K 1,806 +18 +1%
KFI
1879
Key Financial Inc
Pennsylvania
$264K 1,872 -63 -3%
KIC
1880
Keating Investment Counselors
Florida
$264K 1,800 -20 -1%
BCB
1881
Brian C. Broderick
$263K 1,797 -125 -7%
BAM
1882
Boyar Asset Management
New York
$263K 1,792 – –
FA
1883
Fiducient Advisors
Illinois
$262K 1,786 -75 -4%
CA
1884
Cortland Associates
Missouri
$262K 1,785 – –
TI
1885
Truepoint Inc
Ohio
$262K 1,787 – –
RWM
1886
Rench Wealth Management
Texas
$262K 1,789 +19 +1%
DA
1887
DCM Advisors
New York
$260K 1,771 -672 -28%
ECAM
1888
East Coast Asset Management
Massachusetts
$259K 1,765 -200 -10%
WCM
1889
WealthBridge Capital Management
Ohio
$259K 1,766 – –
TCM
1890
Tuttle Capital Management
Connecticut
$258K 1,762 -1,746 -50%
BL
1891
Balentine LLC
Georgia
$258K 1,760 +257 +17%
CPWA
1892
Cerro Pacific Wealth Advisors
California
$257K 1,752 +1,752 New
HFA
1893
High Falls Advisors
New York
$256K 1,750 – –
SIMM
1894
Stillwater Investment Management (Minnesota)
Minnesota
$255K 1,742 +5 +0.3%
FA
1895
Faithward Advisors
Pennsylvania
$254K 1,728 – –
RAM
1896
Riggs Asset Management
Pennsylvania
$253K 1,728 – –
AWA
1897
ARS Wealth Advisors
Florida
$253K 1,726 +1,726 New
TFP
1898
Triune Financial Partners
Kansas
$253K 1,724 +1,724 New
HCMT
1899
Highland Capital Management (Tennessee)
Tennessee
$252K 1,721 – –
LB
1900
Leo Brokerage
Texas
$250K 1,706 -129 -7%
74 75
76
77 78