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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
PMAM
1926
Penn Mutual Asset Management
Pennsylvania
$228K
TWM
1927
Trinity Wealth Management
Pennsylvania
$228K
AFS
1928
Axiom Financial Strategies
Indiana
$227K +$1.07K +8 +0.5%
KM
1929
Kalos Management
Georgia
$227K +$8.96K +67 +4%
DPI
1930
Diversified Portfolios Inc
Michigan
$227K +$11.5K +86 +5%
OWP
1931
Obermeyer Wealth Partners
Colorado
$227K +$228K +1,707 New
OC
1932
Oarsman Capital
Wisconsin
$226K -$9.22K -69 -4%
FCMT
1933
Founders Capital Management (Texas)
Texas
$226K
LCM
1934
Liberty Capital Management
Michigan
$225K -$140K -1,046 -38%
OBWP
1935
O'Brien Wealth Partners
Massachusetts
$225K -$96.6K -723 -31%
LB
1936
Legacy Bridge
Iowa
$224K
RRA
1937
Round Rock Advisors
Connecticut
$224K
WCM
1938
Wedge Capital Management
North Carolina
$223K +$4.81K +36 +2%
TTWM
1939
TCV Trust & Wealth Management
Virginia
$223K +$224K +1,678 New
MCM
1940
Maryland Capital Management
Maryland
$222K -$196K -1,463 -47%
SFG
1941
Sovereign Financial Group
Connecticut
$222K -$15.9K -119 -7%
PCA
1942
Private Capital Advisors
Connecticut
$222K +$224K +1,674 New
RCG
1943
Rock Creek Group
District of Columbia
$221K -$124K -924 -36%
MCP
1944
Mirador Capital Partners
California
$221K
SC
1945
Steph & Co
Wisconsin
$221K +$21K +157 +10%
RWA
1946
River Wealth Advisors
Pennsylvania
$221K +$31.1K +233 +16%
VWA
1947
V Wealth Advisors
Kansas
$220K -$6.28K -47 -3%
RCM
1948
Requisite Capital Management
Texas
$220K
SCM
1949
Spreng Capital Management
Ohio
$220K
WFA
1950
Wade Financial Advisory
California
$220K

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.