We are live on ! Find out more
IBM icon

IBM
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
VCM
2226
Virtue Capital Management
Tennessee
– -$306K -2,543 Closed
LIM
2227
Loudon Investment Management
New Hampshire
– -$305K -2,538 Closed
QT
2228
Quantamental Technologies
New York
– -$304K -2,525 Closed
MWM
2229
Merriman Wealth Management
Washington
– -$290K -2,408 Closed
MS
2230
Madden Securities
Texas
– -$286K -2,377 Closed
CA
2231
Crumly & Associates
Illinois
– -$265K -2,339 Closed
CCA
2232
Conestoga Capital Advisors
Pennsylvania
– -$281K -2,338 Closed
BWP
2233
Bernardo Wealth Planning
Pennsylvania
– -$266K -2,218 Closed
GAG
2234
GM Advisory Group
New York
– -$266K -2,212 Closed
APP
2235
Alpha Paradigm Partners
Illinois
– -$257K -2,132 Closed
RWA
2236
River Wealth Advisors
Pennsylvania
– -$256K -2,127 Closed
GSWM
2237
Golden State Wealth Management
California
– -$254K -2,113 Closed
HWA
2238
Heritage Way Advisors
Illinois
– -$251K -2,088 Closed
TTWM
2239
TCV Trust & Wealth Management
Virginia
– -$242K -2,013 Closed
TCM
2240
Traynor Capital Management
Pennsylvania
– -$241K -2,003 Closed
AFM
2241
Abbot Financial Management
Massachusetts
– -$223K -1,851 Closed
PS
2242
Portfolio Strategies
New York
– -$222K -1,843 Closed
CCMT
2243
CMT Capital Markets Trading
Germany
– -$213K -1,778 Closed
AC
2244
Annandale Capital
Texas
– -$211K -1,750 Closed
ARTA
2245
A.R.T. Advisors
New York
– -$205K -1,704 Closed
RB
2246
Renasant Bank
Mississippi
– -$203K -1,690 Closed
ATFA
2247
All Terrain Financial Advisors
Minnesota
– -$189K -1,569 Closed
BBHBI
2248
B, B, H, & B Inc
Alabama
– -$182K -1,513 Closed
O
2249
Ossiam
France
– -$165K -1,371 Closed
JIR
2250
James Investment Research
Ohio
– -$158K -1,311 Closed
88 89
90
91 92

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.