We are live on ! Find out more

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
KIC
1876
Keating Investment Counselors
Florida
$250K
BAM
1877
Boyar Asset Management
New York
$249K
BCB
1878
Brian C. Broderick
$249K
FA
1879
Fiducient Advisors
Illinois
$248K
TI
1880
Truepoint Inc
Ohio
$248K
CWG
1881
Cornerstone Wealth Group
North Carolina
$247K +$16.2K +121 +7%
VBFG
1882
Vishria Bird Financial Group
Tennessee
$246K +$247K +1,850 New
WCM
1883
WealthBridge Capital Management
Ohio
$245K -$802 -6 -0.3%
ECAM
1884
East Coast Asset Management
Massachusetts
$245K
GA
1885
Gateway Advisory
New Jersey
$244K -$101K -756 -29%
HCP
1886
Hexagon Capital Partners
Arkansas
$244K +$14.6K +109 +6%
CPWA
1887
Cerro Pacific Wealth Advisors
California
$243K
HFA
1888
High Falls Advisors
New York
$243K
SIMM
1889
Stillwater Investment Management (Minnesota)
Minnesota
$243K +$802 +6 +0.3%
SCI
1890
Stableford Capital II
Arizona
$242K
DA
1891
DCM Advisors
New York
$241K -$4.95K -37 -2%
DI
1892
DFPG Investments
Utah
$241K +$235K +1,757 New
JWM
1893
Jupiter Wealth Management
Colorado
$240K -$699K -5,230 -71%
LDFR
1894
Lehman & Derafelo Financial Resources
Pennsylvania
$240K -$19.5K -146 -7%
FA
1895
Faithward Advisors
Pennsylvania
$240K
TC
1896
Trust Company
Kansas
$240K +$17.9K +134 +8%
HCMT
1897
Highland Capital Management (Tennessee)
Tennessee
$239K
TWM
1898
Titus Wealth Management
California
$238K +$1.47K +11 +0.6%
FTC
1899
Farmers Trust Company
Ohio
$238K +$11.1K +83 +5%
WAAG
1900
Wealth Alliance Advisory Group
Kansas
$237K +$25.5K +191 +12%

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.