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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
TF
1901
Threadgill Financial
Texas
$237K +$233K +1,742 New
PWA
1902
Phoenix Wealth Advisors
North Carolina
$236K
SCA
1903
STALEY CAPITAL ADVISERS
Pennsylvania
$236K +$3.08K +23 +1%
EW
1904
Evoke Wealth
California
$235K +$3.61K +27 +2%
DA
1905
Doliver Advisors
Texas
$234K
TWP
1906
Tempus Wealth Planning
California
$234K
VCP
1907
Vista Capital Partners
Oregon
$234K +$1.07K +8 +0.5%
DIA
1908
Dana Investment Advisors
Wisconsin
$234K +$21.9K +164 +10%
FMT
1909
First Mercantile Trust
Tennessee
$233K -$30.7K -230 -12%
EAM
1910
Evanson Asset Management
California
$233K -$2.41K -18 -1%
BWM
1911
Birchcreek Wealth Management
Ohio
$233K
ACA
1912
Aptus Capital Advisors
Alabama
$232K -$30.1K -225 -11%
FC
1913
Financial Consulate
Maryland
$232K -$3.34K -25 -1%
HCM
1914
Hollencrest Capital Management
California
$232K
VFM
1915
Vivid Financial Management
California
$232K +$401 +3 +0.2%
FH
1916
FWG Holdings
Florida
$232K +$1.07K +8 +0.5%
TP
1917
Tranquility Partners
Tennessee
$232K +$234K +1,749 New
FG
1918
Foster Group
Iowa
$231K -$124K -931 -35%
TNB
1919
Thomasville National Bank
Georgia
$231K -$97.3K -728 -29%
CWA
1920
Carolina Wealth Advisors
South Carolina
$231K
EDRIA
1921
Edmonds Duncan Registered Investment Advisors
Kansas
$229K
MSR
1922
Main Street Research
Connecticut
$229K +$16.2K +121 +8%
ASC
1923
Atalanta Sosnoff Capital
New York
$229K +$231K +1,727 New
SFWC
1924
Strategic Family Wealth Counselors
New Jersey
$228K -$36.6K -274 -14%
KC
1925
Knuff & Co
California
$228K

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.