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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
BFM
2176
Boothbay Fund Management
New York
– -$3.56M -29,706 Closed
PI
2177
PGGM Investments
Netherlands
– -$3.53M -29,321 Closed
SSA
2178
Schonfeld Strategic Advisors
New York
– -$3.25M -27,022 Closed
GH
2179
GAM Holding
Switzerland
– -$3.14M -26,074 Closed
TS
2180
Third Security
Virginia
– -$2.64M -21,966 Closed
UFG
2181
United Fire Group
Iowa
– -$2.27M -18,828 Closed
PRC
2182
Pearl River Capital
Michigan
– -$2.25M -18,705 Closed
LWM
2183
Laidlaw Wealth Management
New York
– -$2.11M -17,570 Closed
OLA
2184
Oliver Luxxe Assets
New Jersey
– -$1.92M -15,631 Closed
DLG
2185
Daniel L. Goodwin
– -$1.76M -14,654 Closed
CA
2186
Capitolis Advisors
New York
– -$1.76M -14,648 Closed
JG
2187
Jefferies Group
New York
– -$1.73M -14,395 Closed
RIA
2188
Regal Investment Advisors
Michigan
– -$1.59M -13,230 Closed
WA
2189
WESPAC Advisors
California
– -$1.58M -13,130 Closed
NA
2190
Navellier & Associates
Nevada
– -$1.56M -12,976 Closed
SWRP
2191
Summit Wealth & Retirement Planning
California
– -$1.55M -12,893 Closed
CMTU
2192
Capital Markets Trading (UK)
United Kingdom
– -$1.53M -12,749 Closed
CG
2193
Cutler Group
California
– -$1.51M -12,592 Closed
SCA
2194
Sippican Capital Advisors
Massachusetts
– -$1.49M -12,413 Closed
SCM
2195
Stevens Capital Management
Pennsylvania
– -$1.42M -11,801 Closed
HIP
2196
HUB Investment Partners
Texas
– -$1.33M -11,418 Closed
JWM
2197
Jackson Wealth Management
Florida
– -$1.31M -10,879 Closed
TA
2198
Townsend & Associates
Colorado
– -$1.28M -10,677 Closed
E
2199
Ergoteles
New York
– -$1.05M -8,727 Closed
DA
2200
Duality Advisers
Florida
– -$1.04M -8,670 Closed
86 87
88
89 90

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.