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IBM

2,352 hedge funds and large institutions have $67B invested in IBM in 2021 Q4 according to their latest regulatory filings, with 343 funds opening new positions, 549 increasing their positions, 1,458 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 343 | Existing positions closed: 121

11% more call options, than puts

Call options by funds: $2.61B | Put options by funds: $2.35B

9% more funds holding

Funds holding: 2,163 → 2,352 (+189)

5% less capital invested

Capital invested by funds: $70.4B → $67B (-$3.36B)

3.22% less ownership

Funds ownership: 59.28% → 56.05% (-3.2%)

24% less funds holding in top 10

Funds holding in top 10: 37 → 28 (-9)

62% less repeat investments, than reductions

Existing positions increased: 549 | Existing positions reduced: 1,458

Holders
2,352
Holders Change
+189
Holders Change %
+8.74%
% of All Funds
36.19%
Holding in Top 10
28
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-24.32%
% of All Funds
0.43%
New
343
Increased
549
Reduced
1,458
Closed
121
Calls
$2.61B
Puts
$2.35B
Net Calls
+$255M
Net Calls Change
-$285M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$333M
2
Amundi
Amundi
France
+$266M
3
Marshall Wace
Marshall Wace
United Kingdom
+$119M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$71.1M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$62.9M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$355M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$333M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$278M
4
Morgan Stanley
Morgan Stanley
New York
-$266M
5
BlackRock
BlackRock
New York
-$256M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
2351
Ford Financial Group
California
$6 +$6.27K +50 New
Point72 Asset Management
2352
Point72 Asset Management
Connecticut
– -$223M -1,682,177 Closed
ACI
2353
AMP Capital Investors
Australia
– -$54.1M -407,359 Closed
WP
2354
Woodline Partners
California
– -$15.7M -118,267 Closed
BSA
2355
Braun Stacey Associates
New York
– -$14.5M -109,314 Closed
KIP
2356
Kayak Investment Partners
California
– -$10.9M -81,797 Closed
MAM
2357
Meeder Asset Management
Ohio
– -$10.5M -79,094 Closed
BCM
2358
Bridgeway Capital Management
Texas
– -$10.1M -75,800 Closed
JLBC
2359
J.L. Bainbridge & Co
Florida
– -$9.39M -70,666 Closed
LP
2360
LMR Partners
United Kingdom
– -$7.01M -52,746 Closed
Voloridge Investment Management
2361
Voloridge Investment Management
Florida
– -$6.49M -48,851 Closed
AF
2362
Ally Financial
Michigan
– -$6.39M -48,116 Closed
ECU
2363
Eisler Capital (UK)
United Kingdom
– -$5.04M -39,746 Closed
BC
2364
Breakline Capital
New York
– -$4.89M -36,815 Closed
PAG
2365
Private Advisory Group
Washington
– -$4.6M -34,628 Closed
NAMM
2366
NorthStar Asset Management (Massachusetts)
Massachusetts
– -$4.43M -33,385 Closed
AAM
2367
Augustine Asset Management
Florida
– -$3.36M -25,281 Closed
CM
2368
Capula Management
Cayman Islands
– -$2.88M -22,947 Closed
ANI
2369
American National Insurance
Texas
– -$2.91M -21,942 Closed
SCP
2370
Stamos Capital Partners
California
– -$2.44M -18,389 Closed
QIM
2371
Quantitative Investment Management
Virginia
– -$2.25M -16,957 Closed
SLWA
2372
San Luis Wealth Advisors
California
– -$2.23M -16,755 Closed
MMA
2373
Miracle Mile Advisors
California
– -$2.14M -16,102 Closed
LOAMU
2374
Lombard Odier Asset Management (USA)
New York
– -$1.97M -15,690 Closed
OIM
2375
Orca Investment Management
Oregon
– -$2.01M -15,147 Closed
93 94
95
96 97

IBM Hedge Fund Activity: Q4 2021 in Review

2,352 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q4 2021, worth a combined $67B — down 4.8% from $70.4B a quarter earlier.

Buyers outnumbered sellers: 343 funds opened new IBM positions and 121 closed out — a net gain of 222 holders — while 549 added to existing stakes and 1,458 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $333M. The largest seller was Vanguard Group, cutting an estimated $355M.

  • 2,352 institutional investors held IBM (IBM) as of Q4 2021, up from 2,163 in Q3 2021.
  • Funds reported $67B of IBM stock for Q4 2021, down 4.8% quarter-over-quarter.
  • 343 funds opened new IBM positions in Q4 2021 and 121 closed out, a net change of +222 holders.
  • The largest IBM buyer in Q4 2021 was JP Morgan Chase, an estimated $333M added.
  • The largest IBM seller in Q4 2021 was Vanguard Group, an estimated $355M sold.

Based on aggregated 13F filings for Q4 2021.