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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
LWP
2151
Laurel Wealth Planning
Minnesota
$6K
CI
2152
Cordant Inc
Oregon
$6K +$1.47K +11 +35%
TCWM
2153
Total Clarity Wealth Management
Illinois
$6K +$5.61K +42 New
FP
2154
Financial Perspectives
Minnesota
$5.56K
VCM
2155
Versant Capital Management
Arizona
$5K -$7.89K -59 -63%
WWM
2156
Wolff Wiese Magana
California
$5K -$936 -7 -16%
LWA
2157
Lowe Wealth Advisors
Maryland
$5K
CDIA
2158
Capital Directions Investment Advisors
Georgia
$4K
WAS
2159
Winch Advisory Services
Wisconsin
$3K
BHWM
2160
Bay Harbor Wealth Management
Maryland
$2K -$11.5K -86 -86%
AWM
2161
Activest Wealth Management
Florida
$1K -$75.7K -566 -99%
EAM
2162
Eukles Asset Management
Ohio
$1K
LIA
2163
LBMC Investment Advisors
Tennessee
$566 +$475K +3,556 +84%
VCWA
2164
Vanguard Capital Wealth Advisors
Colorado
$231 +$1.34K +10 +0.6%
Renaissance Technologies
2165
Renaissance Technologies
New York
-$63.1M -450,578 Closed
QC
2166
Quadrature Capital
United Kingdom
-$9.63M -68,693 Closed
RCM
2167
Radnor Capital Management
Pennsylvania
-$8.55M -61,018 Closed
CCM
2168
Cinctive Capital Management
New York
-$7.58M -54,057 Closed
Twin Tree Management
2169
Twin Tree Management
Texas
-$7.07M -52,869 Closed
AI
2170
AXS Investments
New York
-$6.75M -48,204 Closed
CLCM
2171
Crawford Lake Capital Management
New Jersey
-$4.4M -31,417 Closed
HT
2172
HAP Trading
New York
-$3.69M -27,636 Closed
PS
2173
Pensionfund Sabic
Netherlands
-$3.56M -25,418 Closed
CCP
2174
Clifford Capital Partners
Utah
-$3.11M -22,211 Closed
B
2175
BP
United Kingdom
-$2.94M -20,965 Closed

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.