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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$279M |
| 2 |
BlackRock
New York
|
+$252M |
| 3 |
Renaissance Technologies
New York
|
+$139M |
| 4 |
ProShare Advisors
Bethesda,
Maryland
|
+$124M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$111M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
2276
GS Investments
Minneapolis,
Minnesota
| – | -$6K | -52 | Closed |
|
|
CDIA
2277
Capital Directions Investment Advisors
Atlanta,
Georgia
| – | -$4K | -31 | Closed |
|
|
MIM
2278
Merrion Investment Management
Cranford,
New Jersey
| – | -$1K | -10 | Closed |
|
|
UOTTAIMCU
2279
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| – | -$1K | -10 | Closed |
|
2280
Simplex Trading
Chicago,
Illinois
| – | +$1.22M | +10,177 | +7,269% |
|
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.