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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
LSA
2176
Leonteq Securities AG
Switzerland
-$2.93M -20,881 Closed
Connor, Clark & Lunn Investment Management (CC&L)
2177
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$2.71M -19,337 Closed
BCP
2178
Blackhawk Capital Partners
Wisconsin
-$1.95M -15,278 Closed
AWC
2179
Abundance Wealth Counselors
Pennsylvania
-$1.95M -13,924 Closed
PRC
2180
Pearl River Capital
Michigan
-$1.87M -13,319 Closed
CC
2181
Claybrook Capital
Massachusetts
-$1.66M -11,857 Closed
Capstone Investment Advisors
2182
Capstone Investment Advisors
New York
-$1.51M -11,297 Closed
TI
2183
Trexquant Investment
Connecticut
-$1.46M -10,396 Closed
VI
2184
Versor Investments
New York
-$1.45M -10,355 Closed
GAM
2185
Grandview Asset Management
Pennsylvania
-$1.45M -10,339 Closed
AWM
2186
Absher Wealth Management
North Carolina
-$1.33M -9,468 Closed
KWM
2187
Kanen Wealth Management
Florida
-$1.09M -7,746 Closed
JF
2188
Jump Financial
Illinois
-$1.06M -7,569 Closed
LOAMS
2189
Lombard Odier Asset Management (Switzerland)
Switzerland
-$992K -7,077 Closed
HCM
2190
Harvey Capital Management
Florida
-$928K -6,626 Closed
HVP
2191
Hudson Value Partners
Florida
-$915K -6,527 Closed
MSA
2192
Marino Stram & Associates
Massachusetts
-$863K -6,157 Closed
FAB
2193
First American Bank
Illinois
-$819K -5,842 Closed
TCM
2194
Teza Capital Management
Illinois
-$812K -5,797 Closed
Westfield Capital Management
2195
Westfield Capital Management
Massachusetts
-$812K -5,795 Closed
Qube Research & Technologies (QRT)
2196
Qube Research & Technologies (QRT)
United Kingdom
-$770K -5,495 Closed
DA
2197
DCF Advisers
Connecticut
-$733K -5,230 Closed
GGS
2198
Galvin Gaustad & Stein
Arizona
-$729K -5,205 Closed
CIP
2199
Cornerstone Investment Partners
Georgia
-$664K -4,738 Closed
CCM
2200
Cullen Capital Management
New York
-$660K -4,707 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.