IBM
IBM
2,216 hedge funds and large institutions have $73.9B invested in IBM in 2021 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 941 increasing their positions, 799 reducing their positions, and 84 closing their positions.
107% more first-time investments, than exits
New positions opened: 174 | Existing positions closed: 84
18% more repeat investments, than reductions
Existing positions increased: 941 | Existing positions reduced: 799
11% more capital invested
Capital invested by funds: $66.7B → $73.9B (+$7.24B)
6% more funds holding in top 10
Funds holding in top 10: 33 → 35 (+2)
3% more funds holding
Funds holding: 2,152 → 2,216 (+64)
0.46% more ownership
Funds ownership: 58.83% → 59.29% (+0.46%)
3% less call options, than puts
Call options by funds: $2.28B | Put options by funds: $2.35B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$150M |
| 2 |
MWNA
Marshall Wace North America
New York
|
+$130M |
| 3 |
Neuberger Berman Group
New York
|
+$128M |
| 4 |
Goldman Sachs
New York
|
+$127M |
| 5 |
DnB Asset Management
Oslo,
Norway
|
+$97.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$369M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$229M |
| 3 |
Renaissance Technologies
New York
|
-$137M |
| 4 |
Bank of New York Mellon
New York
|
-$112M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$79M |
IBM Hedge Fund Activity: Q2 2021 in Review
2,216 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q2 2021, worth a combined $73.9B — up 11% from $66.7B a quarter earlier.
Buyers outnumbered sellers: 174 funds opened new IBM positions and 84 closed out — a net gain of 90 holders — while 941 added to existing stakes and 799 trimmed.
The largest buyer was Nuveen, adding an estimated $150M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $369M sold.
- 2,216 institutional investors held IBM (IBM) as of Q2 2021, up from 2,152 in Q1 2021.
- Funds reported $73.9B of IBM stock for Q2 2021, up 11% quarter-over-quarter.
- 174 funds opened new IBM positions in Q2 2021 and 84 closed out, a net change of +90 holders.
- The largest IBM buyer in Q2 2021 was Nuveen, an estimated $150M added.
- The largest IBM seller in Q2 2021 was Capital Research Global Investors, an estimated $369M sold.
Based on aggregated 13F filings for Q2 2021.