We are live on ! Find out more

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
VF
2201
Virtu Financial
New York
-$647K -4,618 Closed
DMK
2202
David M. Knott
-$628K -4,481 Closed
NWA
2203
New World Advisors
Massachusetts
-$609K -4,344 Closed
BFA
2204
Brendel Financial Advisors
New Hampshire
-$579K -4,130 Closed
MS
2205
Maven Securities
Jersey
-$502K -3,754 Closed
BCM
2206
Brasada Capital Management
Texas
-$513K -3,661 Closed
ST
2207
Sentinel Trust
Texas
-$489K -3,493 Closed
GHA
2208
GW Henssler & Associates
Georgia
-$475K -3,390 Closed
AWCI
2209
Alpine Woods Capital Investors
New York
-$470K -3,352 Closed
HIIFS
2210
Harel Insurance Investments & Financial Services
Israel
-$1.52M -3,333 Closed
RC
2211
RBF Capital
California
-$440K -3,138 Closed
VC
2212
Vicus Capital
Pennsylvania
-$435K -3,103 Closed
EGM
2213
Engineers Gate Manager
New York
-$425K -3,033 Closed
IIM
2214
InTrack Investment Management
Vermont
-$390K -2,941 Closed
ER
2215
Enlightenment Research
Florida
-$410K -2,923 Closed
GCP
2216
GSA Capital Partners
United Kingdom
-$408K -2,908 Closed
WAM
2217
Wolverine Asset Management
Illinois
-$405K -2,892 Closed
SM
2218
SG3 Management
Puerto Rico
-$336K -2,510 Closed
CRI
2219
Colonial River Investments
Virginia
-$343K -2,445 Closed
CWP
2220
Capital Wealth Planning
Florida
-$342K -2,435 Closed
HR
2221
Hayden Royal
North Carolina
-$324K -2,314 Closed
TFA
2222
Trinity Financial Advisors
Ohio
-$310K -2,212 Closed
CF
2223
Clarity Financial
Texas
-$309K -2,206 Closed
WI
2224
Wintrust Investments
Illinois
-$296K -2,110 Closed
SSA
2225
Schonfeld Strategic Advisors
New York
-$294K -2,095 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.