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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
RFWA
2126
RPg Family Wealth Advisory
Massachusetts
$20.8K
HCM
2127
Horrell Capital Management
Arkansas
$19K
CIAS
2128
CBIZ Investment Advisory Services
Ohio
$18K
LPWM
2129
Lake Point Wealth Management
Texas
$17K
SAM
2130
Strategic Asset Management
Minnesota
$17K +$16.8K +126 New
PPWM
2131
PFG Private Wealth Management
Florida
$17K +$17.4K +130 New
BAM
2132
Baldrige Asset Management
Pennsylvania
$16K
CPFP
2133
Clear Perspectives Financial Planning
Ohio
$16K
HFM
2134
Harvest Fund Management
China
$16K
ODG
2135
O'Dell Group
Ohio
$16K +$15.6K +117 New
Optiver Holding
2136
Optiver Holding
Netherlands
$15K +$15.2K +114 New
MS
2137
Mizuho Securities
Japan
$14K -$97.7K -731 -87%
MSFP
2138
Mark Sheptoff Financial Planning
Connecticut
$14K
TCCM
2139
Timber Creek Capital Management
Massachusetts
$13K
BIA
2140
Bell Investment Advisors
California
$12K +$12.2K +91 New
TCWA
2141
Ten Capital Wealth Advisors
Washington
$11K
BBHC
2142
Brown Brothers Harriman & Co
New York
$10.2K -$1.03M -7,727 -9%
TLFA
2143
True Link Financial Advisors
California
$10K
TFGT
2144
TS Financial Group (TSFG)
Illinois
$10K
BAM
2145
Bellevue Asset Management
Washington
$9K
MFM
2146
MD Financial Management
Ontario, Canada
$7K -$14K -105 -68%
IPW
2147
IronBridge Private Wealth
Texas
$7K
MAWCM
2148
Mine & Arao Wealth Creation & Management
California
$7K
BA
2149
Bellwether Advisors
Nebraska
$7K +$802 +6 +11%
TAM
2150
Tucker Asset Management
Colorado
$6.25K

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.