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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
BG
2051
Bollard Group
Massachusetts
$111K
PG
2052
Proffitt & Goodson
Tennessee
$108K -$134 -1 -0.1%
ASBI
2053
American State Bank (Iowa)
Iowa
$107K
JFA
2054
JNBA Financial Advisors
Minnesota
$99K
WOC
2055
West Oak Capital
California
$97K +$4.81K +36 +5%
MWA
2056
Moser Wealth Advisors
Washington
$94K
FFC
2057
First Financial Corp
Indiana
$93K
HWM
2058
HighMark Wealth Management
Minnesota
$93K +$1.2K +9 +1%
ANBT
2059
American National Bank & Trust
Texas
$89K
SFFS
2060
Stonehage Fleming Financial Services
Jersey
$88K
KIG
2061
Kowal Investment Group
Wisconsin
$88K +$88.8K +664 New
TFO
2062
Tarbox Family Office
California
$87K -$1.47K -11 -2%
LJHT
2063
Laurie J. Hall Trustee
$85K
SC
2064
Sierra Capital
Florida
$85K
WPA
2065
West Paces Advisors
Georgia
$83.8K +$56.4K +422 +202%
ACM
2066
AUA Capital Management
Pennsylvania
$83K
IHWM
2067
Iron Horse Wealth Management
Iowa
$83K +$42K +314 +100%
ARIS
2068
Advanced Research Investment Solutions
California
$81.6K
AIM
2069
Arcadia Investment Management
Michigan
$81K
CAM
2070
Close Asset Management
United Kingdom
$78K
SAM
2071
S.A. Mason
Michigan
$78K
LWA
2072
Lenox Wealth Advisors
New York
$75K -$57.1K -427 -43%
AWM
2073
Accel Wealth Management
Iowa
$75K -$8.15K -61 -10%
CAL
2074
Capital Advisors Ltd
Ohio
$75K
FWM
2075
Filbrandt Wealth Management
Wisconsin
$74K -$2.27K -17 -3%

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.