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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
PWM
2226
PRW Wealth Management
Massachusetts
-$290K -2,069 Closed
MYLI
2227
Meiji Yasuda Life Insurance
Japan
-$285K -2,036 Closed
UH
2228
Unigestion Holding
Switzerland
-$273K -1,960 Closed
CA
2229
Cortland Associates
Missouri
-$262K -1,867 Closed
TCM
2230
Tuttle Capital Management
Connecticut
-$258K -1,843 Closed
SCM
2231
Salem Capital Management
Massachusetts
-$249K -1,778 Closed
LFG
2232
Lazard Frères Gestion
France
-$203K -1,734 Closed
LSAG
2233
Lake Street Advisors Group
New Hampshire
-$237K -1,729 Closed
WF
2234
Williams Financial
Vermont
-$235K -1,674 Closed
KWM
2235
Keebeck Wealth Management
Illinois
-$233K -1,665 Closed
OFS
2236
Oldfather Financial Services
Nebraska
-$222K -1,639 Closed
WIA
2237
World Investment Advisors
California
-$225K -1,606 Closed
BC
2238
Bridgefront Capital
Texas
-$224K -1,599 Closed
FPWM
2239
FSB Premier Wealth Management
Iowa
-$218K -1,561 Closed
PCP
2240
Proficio Capital Partners
Massachusetts
-$218K -1,557 Closed
PP
2241
Prudential plc
United Kingdom
-$216K -1,543 Closed
MAM
2242
Martingale Asset Management
Massachusetts
-$216K -1,536 Closed
HPC
2243
Hobart Private Capital
North Carolina
-$213K -1,523 Closed
VCM
2244
Vivaldi Capital Management
Illinois
-$205K -1,501 Closed
TCM
2245
Towercrest Capital Management
Pennsylvania
-$210K -1,498 Closed
AWMG
2246
Alliance Wealth Management Group
New Jersey
-$210K -1,496 Closed
FIA
2247
Foundations Investment Advisors
Arizona
-$201K -1,487 Closed
WCF
2248
West Coast Financial
California
-$208K -1,483 Closed
V
2249
VeraBank
Texas
-$208K -1,480 Closed
GSWM
2250
Golden State Wealth Management
California
-$206K -1,468 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.