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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
MCA
2001
Mercer Capital Advisers
New Jersey
$197K
RFA
2002
Reilly Financial Advisors
California
$194K -$22.9K -171 -10%
PO
2003
Private Ocean
California
$194K +$535 +4 +0.3%
FCA
2004
FinTrust Capital Advisors
South Carolina
$191K -$19.9K -149 -9%
CFD
2005
Creative Financial Designs
Indiana
$190K -$2.81K -21 -1%
FPB
2006
First PREMIER Bank
South Dakota
$188K +$60.2K +450 +47%
JMF
2007
Johnson Midwest Financial
Iowa
$187K
CWC
2008
Carolinas Wealth Consulting
North Carolina
$187K +$668 +5 +0.4%
FMTCOCP
2009
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$185K -$7.22K -54 -4%
ONST
2010
Old North State Trust
North Carolina
$184K
APWA
2011
Atlas Private Wealth Advisors
New Jersey
$181K
PIM
2012
Platinum Investment Management
Australia
$179K -$29.3K -219 -14%
SA
2013
SRH Advisors
Kansas
$178K -$153K -1,147 -46%
CBT
2014
Central Bank & Trust
Kentucky
$168K
TI
2015
Truehand Inc
New Hampshire
$167K
SOW
2016
State of Wyoming
Wyoming
$167K +$107K +803 +175%
PFA
2017
Professional Financial Advisors
Nebraska
$163K
SSC
2018
Syverson Strege & Co
Iowa
$161K +$1.47K +11 +0.9%
WOSD
2019
WFA of San Diego
California
$161K +$162K +1,213 New
CIA
2020
Cascade Investment Advisors
Oregon
$160K
POIA
2021
Pin Oak Investment Advisors
Texas
$159K
FFA
2022
Freedman Financial Associates
Massachusetts
$154K +$17.9K +134 +13%
PP
2023
Pacifica Partners
Canada
$152K -$42K -314 -21%
PK
2024
Pflug Koory
Nebraska
$149K
CWP
2025
Concord Wealth Partners
Virginia
$148K -$196K -1,464 -57%

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.