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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 %
KC
1926
Knuff & Co
California
$240K 1,640 +1,440 +720%
FCMT
1927
Founders Capital Management (Texas)
Texas
$239K 1,627 -230 -12%
EAM
1928
Evanson Asset Management
California
$238K 1,621 +3 +0.2%
AFS
1929
Axiom Financial Strategies
Indiana
$238K 1,624 +8 +0.5%
LSAG
1930
Lake Street Advisors Group
New Hampshire
$237K 1,653 -3 -0.2%
SNB
1931
Security National Bank
Nebraska
$237K 1,618 – –
RRA
1932
Round Rock Advisors
Connecticut
$236K 1,611 -181 -10%
LB
1933
Legacy Bridge
Iowa
$236K 1,610 – –
PWA
1934
Phoenix Wealth Advisors
North Carolina
$236K 1,700 – –
EBA
1935
Eagle Bay Advisors
New York
$236K 1,601 +1,601 New
AIC
1936
Archer Investment Corporation
Indiana
$236K 1,609 – –
TC
1937
Trust Company
Kansas
$235K 1,603 -1,056 -40%
WF
1938
Williams Financial
Vermont
$235K 1,600 +29 +2%
TCM
1939
Tradewinds Capital Management
Washington
$234K 1,596 – –
MCP
1940
Mirador Capital Partners
California
$233K 1,588 -39 -2%
WFA
1941
Wade Financial Advisory
California
$233K 1,587 – –
KWM
1942
Keebeck Wealth Management
Illinois
$233K 1,592 +75 +5%
RCM
1943
Requisite Capital Management
Texas
$232K 1,581 – –
WCM
1944
Wedge Capital Management
North Carolina
$231K 1,573 -477 -23%
FTC
1945
Farmers Trust Company
Ohio
$231K 1,578 -145 -8%
PIMG
1946
Patriot Investment Management Group
Tennessee
$231K 1,577 -33 -2%
GIP
1947
Greatmark Investment Partners
Georgia
$231K 1,579 – –
PMAM
1948
Penn Mutual Asset Management
Pennsylvania
$231K 1,575 +1,575 New
LCC
1949
Lincoln Capital Corp
Rhode Island
$230K 1,566 -275 -15%
RFA
1950
Reilly Financial Advisors
California
$229K 1,560 -220 -12%
76 77
78
79 80