We are live on ! Find out more
IBM icon

IBM
IBM

2,152 hedge funds and large institutions have $66.7B invested in IBM in 2021 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 911 increasing their positions, 835 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 126

9% more repeat investments, than reductions

Existing positions increased: 911 | Existing positions reduced: 835

4% more capital invested

Capital invested by funds: $63.9B → $66.7B (+$2.78B)

1% more funds holding

Funds holding: 2,135 → 2,152 (+17)

0.73% less ownership

Funds ownership: 59.56% → 58.83% (-0.73%)

6% less funds holding in top 10

Funds holding in top 10: 35 → 33 (-2)

25% less call options, than puts

Call options by funds: $1.64B | Put options by funds: $2.18B

Holders
2,152
Holders Change
+17
Holders Change %
+0.8%
% of All Funds
37.78%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.58%
New
168
Increased
911
Reduced
835
Closed
126
Calls
$1.64B
Puts
$2.18B
Net Calls
-$536M
Net Calls Change
-$127M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$279M
2
BlackRock
BlackRock
New York
+$252M
3
Renaissance Technologies
Renaissance Technologies
New York
+$139M
4
ProShare Advisors
ProShare Advisors
Maryland
+$124M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$111M

Top Sellers

Rank Fund Capital Flow
1
IFP
Independent Franchise Partners
United Kingdom
-$560M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$457M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$154M
4
Prudential Financial
Prudential Financial
New Jersey
-$103M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$93.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2101
Versant Capital Management
Arizona
$25K -$3.11K -26 -12%
BCA
2102
Bray Capital Advisors
Florida
$25K – – –
FA
2103
Financial Avengers
California
$23K +$15.3K +128 +237%
FI
2104
FormulaFolio Investments
Michigan
$22K -$4.04M -33,722 -100%
JWM
2105
Janiczek Wealth Management
Colorado
$21K +$7.18K +60 +58%
RA
2106
Resolute Advisors
California
$20K +$24.2K +202 New
CA
2107
Centerpoint Advisors
Massachusetts
$19K – – –
HCM
2108
Horrell Capital Management
Arkansas
$19K – – –
RWML
2109
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$18.4K +$2.51K +21 +17%
CIAS
2110
CBIZ Investment Advisory Services
Ohio
$17K – – –
CPFP
2111
Clear Perspectives Financial Planning
Ohio
$15K – – –
H
2112
Hexavest
Quebec, Canada
$15K – – –
FP
2113
Fiduciary Planning
Florida
$14K +$2.51K +21 +24%
FIA
2114
FNY Investment Advisers
New York
$13K -$2.51K -21 -17%
MSFP
2115
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
GSAM
2116
Grant Street Asset Management
Pennsylvania
$13K +$12.6K +105 New
TCCM
2117
Timber Creek Capital Management
Massachusetts
$12K – – –
BBHC
2118
Brown Brothers Harriman & Co
New York
$10.8K -$421K -3,519 -4%
RWG
2119
Regal Wealth Group
California
$10K – – –
TCWA
2120
Ten Capital Wealth Advisors
Washington
$10K – – –
UFF
2121
USA Financial Formulas
Michigan
$9K +$359 +3 +5%
FPW
2122
Flagship Private Wealth
Massachusetts
$7.99K – – –
IPW
2123
IronBridge Private Wealth
Texas
$7K – – –
LGWM
2124
Litman Gregory Wealth Management
California
$7K – – –
MAWCM
2125
Mine & Arao Wealth Creation & Management
California
$7K – – –
83 84
85
86 87

IBM Hedge Fund Activity: Q1 2021 in Review

2,152 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2021, worth a combined $66.7B — up 4.4% from $63.9B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new IBM positions and 126 closed out — a net gain of 42 holders — while 911 added to existing stakes and 835 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $279M. The largest seller was Independent Franchise Partners, exiting entirely with an estimated $560M sold.

  • 2,152 institutional investors held IBM (IBM) as of Q1 2021, up from 2,135 in Q4 2020.
  • Funds reported $66.7B of IBM stock for Q1 2021, up 4.4% quarter-over-quarter.
  • 168 funds opened new IBM positions in Q1 2021 and 126 closed out, a net change of +42 holders.
  • The largest IBM buyer in Q1 2021 was Morgan Stanley, an estimated $279M added.
  • The largest IBM seller in Q1 2021 was Independent Franchise Partners, an estimated $560M sold.

Based on aggregated 13F filings for Q1 2021.