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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
MG
2076
MilWealth Group
Wisconsin
$73.8K +$3.08K +23 +4%
LWP
2077
Lumature Wealth Partners
Georgia
$72K -$5.75K -43 -7%
SL
2078
Savior LLC
Massachusetts
$69K -$5.48K -41 -7%
AL
2079
ADE LLC
Maryland
$69K
TFIPS
2080
Towarzystwo Funduszy Inwestycyjnych PZU SA
$66.7K +$1.34K +10 +2%
RTC
2081
Riverview Trust Company
Washington
$63K -$8.29K -62 -12%
WBC
2082
West Branch Capital
Massachusetts
$62K
MFA
2083
McClarren Financial Advisors
Pennsylvania
$62K +$802 +6 +1%
PWMG
2084
Prestige Wealth Management Group
New Jersey
$60K
DWP
2085
Destiny Wealth Partners
Florida
$59K +$59.5K +445 New
AFS
2086
Annapolis Financial Services
Maryland
$58K
AW
2087
Avion Wealth
Texas
$58K +$134 +1 +0.2%
SIAP
2088
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$58K +$11.2K +84 +24%
Nisa Investment Advisors
2089
Nisa Investment Advisors
Missouri
$57.2K +$26M +194,595 +82%
TG
2090
TCW Group
California
$56.7K -$576K -4,312 -1%
BMD
2091
Better Money Decisions
New Mexico
$56K
MAM
2092
Marquette Asset Management
Minnesota
$55K
HIM
2093
Hillsdale Investment Management
Ontario, Canada
$54K
CCM
2094
Carderock Capital Management
Maryland
$53K +$53.5K +400 New
CC
2095
Corsicana & Co
Texas
$52K
MGIM
2096
M&G Investment Management
United Kingdom
$50.2K +$26.8M +200,180 +113%
NL
2097
NVWM LLC
Pennsylvania
$50K +$134 +1 +0.3%
CPC
2098
Consolidated Planning Corp
Georgia
$50K +$50.3K +376 New
MIM
2099
Macroview Investment Management
Maryland
$45K
PCFFS
2100
Pacific Center for Financial Services
California
$44K +$7.08K +53 +19%

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.