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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
LHC
2201
Little House Capital
Massachusetts
– -$1.03M -8,532 Closed
TI
2202
Trexquant Investment
Connecticut
– -$965K -8,019 Closed
JCM
2203
Jag Capital Management
Missouri
– -$937K -7,785 Closed
PCM
2204
Prelude Capital Management
New York
– -$790K -6,597 Closed
OAM
2205
Oak Asset Management
California
– -$723K -6,010 Closed
3LCM
2206
3D/L Capital Management
Connecticut
– -$701K -5,920 Closed
AA
2207
AQR Arbitrage
Connecticut
– -$538K -4,530 Closed
MF
2208
Magnetar Financial
Illinois
– -$528K -4,387 Closed
MFG
2209
Magnus Financial Group
New York
– -$517K -4,294 Closed
T
2210
TRUADVICE
Florida
– -$420K -3,590 Closed
PCM
2211
Pinz Capital Management
New York
– -$403K -3,347 Closed
CCFM
2212
Clear Creek Financial Management
Washington
– -$399K -3,319 Closed
FMT
2213
First Mercantile Trust
Tennessee
– -$397K -3,302 Closed
BPCE
2214
Bank Pictet & Cie (Europe)
Germany
– -$378K -3,138 Closed
PP
2215
Professional Planning
California
– -$364K -3,025 Closed
ICM
2216
IMS Capital Management
Oregon
– -$364K -3,024 Closed
BCM
2217
BTC Capital Management
Iowa
– -$355K -2,943 Closed
SAM
2218
Seelaus Asset Management
New Jersey
– -$352K -2,923 Closed
IDA
2219
Intelligence Driven Advisers
California
– -$333K -2,765 Closed
BS
2220
Bessemer Securities
New York
– -$327K -2,714 Closed
SHWM
2221
Silicon Hills Wealth Management
Texas
– -$323K -2,681 Closed
FA
2222
FMA Advisory
Pennsylvania
– -$317K -2,631 Closed
TSS
2223
Two Sigma Securities
New York
– -$311K -2,595 Closed
GC
2224
Gilbert & Cook
Iowa
– -$310K -2,568 Closed
FWM
2225
FSA Wealth Management
Massachusetts
– -$307K -2,549 Closed
87 88
89
90 91

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.