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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
KFS
2101
Kelly Financial Services
Massachusetts
$43.9K -$6.38M -47,754 -99%
CCM
2102
Cribstone Capital Management
Maine
$43K +$3.61K +27 +9%
WIM
2103
Westside Investment Management
California
$41.8K -$30.1K -225 -17%
BCPWM
2104
Bradley & Co Private Wealth Management
Florida
$41K
PCH
2105
PGIM Custom Harvest
New Jersey
$40K
EIP
2106
Ellis Investment Partners
Pennsylvania
$37K +$401 +3 +1%
SQA
2107
Simon Quick Advisors
New Jersey
$36K +$14K +105 +62%
FA
2108
Financial Avengers
California
$35K +$6.82K +51 +24%
MFT
2109
Moisand Fitzgerald Tamayo
Florida
$33K
SFPG
2110
Stonebridge Financial Planning Group
Florida
$33K +$8.96K +67 +33%
DWMG
2111
DB Wealth Management Group
California
$32K
CFO
2112
CVA Family Office
Colorado
$31K -$236K -1,769 -87%
ICM
2113
Islay Capital Management
Texas
$31K +$134 +1 +0.4%
JWM
2114
Janiczek Wealth Management
Colorado
$30K -$8.15K -61 -21%
CA
2115
Centerpoint Advisors
Massachusetts
$30K +$10.4K +78 +52%
BCA
2116
Bray Capital Advisors
Florida
$28K
EWM
2117
Edge Wealth Management
New York
$28K
GWMIA
2118
Global Wealth Management Investment Advisory
Florida
$28K
FEG
2119
Financial Enhancement Group
Indiana
$28K +$27.9K +209 +10,450%
ST
2120
Sphinx Trading
Illinois
$28K +$27.9K +209 New
RA
2121
Resolute Advisors
California
$27K
RTL
2122
Red Tortoise LLC
Georgia
$23K +$26.6K +199 New
AP
2123
Arlington Partners
Alabama
$22K +$20.6K +154 +1,925%
CMA
2124
Cedar Mountain Advisors
Oregon
$21K +$6.95K +52 +50%
PAI
2125
Pittenger & Anderson Inc
Nebraska
$21K +$14K +105 +202%

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.