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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
AMG
1951
Asset Management Group
Connecticut
$219K +$2.27K +17 +1%
HWMA
1952
Heritage Wealth Management (Arizona)
Arizona
$219K +$188K +1,407 +577%
GFPC
1953
Global Financial Private Client
Florida
$217K
VLKIM
1954
Van Lanschot Kempen Investment Management
Netherlands
$217K -$1.51M -11,269 -87%
FA
1955
Financial Advisors
Massachusetts
$217K
KPCM
1956
Kings Point Capital Management
New York
$216K
5L
1957
55I LLC
Massachusetts
$216K +$217K +1,623 New
MC
1958
Middleton & Co
Massachusetts
$215K
CPSAC
1959
Chas P. Smith & Associates (CPS)
Florida
$214K
HWA
1960
HCR Wealth Advisors
California
$214K
ME
1961
McIlrath & Eck
Washington
$214K +$2.41K +18 +1%
FPIS
1962
Financial Planning & Information Services
Wisconsin
$213K
FRM
1963
Foundation Resource Management
Arkansas
$212K
RZH
1964
Relyea Zuckerberg Hanson
Connecticut
$212K +$12.4K +93 +6%
BDWM
1965
Brewin Dolphin Wealth Management
Ireland
$210K +$34.4K +257 +19%
JBA
1966
Johnson Bixby & Associates
Washington
$210K
RC
1967
Rinet Company
Massachusetts
$210K +$10K +75 +5%
CWM
1968
CCG Wealth Management
California
$209K
OPWM
1969
Oxinas Partners Wealth Management
Indiana
$209K +$210K +1,574 New
PP
1970
Patron Partners
Texas
$209K +$211K +1,581 New
LAM
1971
Lountzis Asset Management
Pennsylvania
$208K
ACM
1972
Alethea Capital Management
Washington
$208K -$27.9K -209 -12%
GIP
1973
Greatmark Investment Partners
Georgia
$208K -$11.2K -84 -5%
CC
1974
Cadinha & Co
Hawaii
$208K
IR
1975
IAT Reinsurance
New York
$208K

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.