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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
SFWA
2251
Summit Financial Wealth Advisors
Louisiana
-$206K -1,466 Closed
BHTS
2252
Bar Harbor Trust Services
Maine
-$206K -1,464 Closed
PS
2253
Portfolio Solutions
Michigan
-$201K -1,460 Closed
MIM
2254
Moseley Investment Management
Florida
-$204K -1,457 Closed
SAG
2255
Spotlight Asset Group
Illinois
-$204K -1,454 Closed
CTA
2256
Colonial Trust Advisors
South Carolina
-$203K -1,451 Closed
B
2257
Brightworth
Georgia
-$203K -1,448 Closed
RMAM
2258
Raab & Moskowitz Asset Management
New Jersey
-$203K -1,448 Closed
NG
2259
Northstar Group
New York
-$203K -1,447 Closed
NJBEST
2260
New Jersey Better Educational Savings Trust
New Jersey
-$202K -1,443 Closed
SPP
2261
Single Point Partners
Massachusetts
-$201K -1,437 Closed
PWP
2262
Personal Wealth Partners
Minnesota
-$156K -1,113 Closed
IP
2263
Isthmus Partners
Wisconsin
-$150K -1,069 Closed
Q
2264
QVR
California
-$142K -1,060 Closed
T2I
2265
Turim 21 Investimentos
Brazil
-$129K -917 Closed
DFCM
2266
Dark Forest Capital Management
Puerto Rico
-$125K -892 Closed
ICM
2267
Invenomic Capital Management
Massachusetts
-$120K -861 Closed
PA
2268
Perennial Advisors
New York
-$77K -547 Closed
AS
2269
Altshuler Shaham
Israel
-$64.4K -482 Closed
SB
2270
Strategic Blueprint
Georgia
-$67K -480 Closed
EBSAM
2271
Eubel Brady & Suttman Asset Management
Ohio
-$55K -432 Closed
MA
2272
Modus Advisors
Minnesota
-$54K -384 Closed
NWM
2273
Navigation Wealth Management
Colorado
-$47K -339 Closed
SMFG
2274
Sumitomo Mitsui Financial Group
Japan
-$47K -336 Closed
PSIWM
2275
Paradigm Strategies in Wealth Management
Minnesota
-$44K -314 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.