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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
FDCDDQ
201
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.4M +$611K +4,571 +3%
AA
202
ALPS Advisors
Colorado
$23.4M +$361K +2,704 +2%
ACM
203
Azimuth Capital Management
Michigan
$23.3M +$358K +2,676 +2%
BCIM
204
British Columbia Investment Management
British Columbia, Canada
$23M -$4.28K -32 -0%
AL
205
Arnhold LLC
New York
$22.9M -$206K -1,541 -0.9%
Vontobel Holding
206
Vontobel Holding
Switzerland
$22.8M -$2.59M -19,387 -10%
SC
207
Scotia Capital
Ontario, Canada
$22.8M +$307K +2,300 +1%
GT
208
Glenview Trust
Kentucky
$22.6M -$146K -1,089 -0.6%
URS
209
Utah Retirement Systems
Utah
$22.5M -$1.2M -8,996 -5%
DADC
210
D.A. Davidson & Co
Montana
$22.4M -$445K -3,331 -2%
UCFA
211
United Capital Financial Advisors
Texas
$22.1M -$1.72M -12,842 -7%
LCS
212
Levin Capital Strategies
New York
$22.1M -$5.78M -43,207 -21%
WBC
213
Westpac Banking Corp
Australia
$21.9M -$1.93M -14,409 -8%
Public Employees Retirement Association of Colorado
214
Public Employees Retirement Association of Colorado
Colorado
$21.8M -$39.8K -298 -0.2%
PAG
215
Private Advisor Group
New Jersey
$21.8M +$6.01M +44,994 +38%
FHA
216
First Horizon Advisors
Tennessee
$21.7M +$3.87M +28,949 +22%
Group One Trading
217
Group One Trading
Illinois
$21.3M +$6.13M +45,859 +40%
Public Sector Pension Investment Board (PSP Investments)
218
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$21.1M +$1.57M +11,714 +8%
PR
219
Payden & Rygel
California
$21M
State of Tennessee, Department of Treasury
220
State of Tennessee, Department of Treasury
Tennessee
$21M -$10.9M -81,775 -34%
SMDAM
221
Sumitomo Mitsui DS Asset Management
Japan
$20.9M +$1.02M +7,615 +5%
JGUA
222
John G. Ullman & Associates
New York
$20.9M -$579K -4,331 -3%
Los Angeles Capital Management
223
Los Angeles Capital Management
California
$20.8M -$7.26M -54,302 -26%
CA
224
CapWealth Advisors
Tennessee
$20.4M +$45.3K +339 +0.2%
AWM
225
AE Wealth Management
Kansas
$19.8M +$1.95M +14,602 +11%

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.