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IBM
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
BAM
2376
Blueshift Asset Management
New Jersey
– -$1.86M -14,001 Closed
SP
2377
SWS Partners
Ohio
– -$1.86M -13,998 Closed
SFG
2378
Snider Financial Group
Washington
– -$1.62M -13,556 Closed
MP
2379
McDonald Partners
Ohio
– -$1.78M -13,440 Closed
JIP
2380
Jaffetilchin Investment Partners
Florida
– -$1.74M -13,078 Closed
SC
2381
SRB Corp
Massachusetts
– -$1.68M -12,672 Closed
EC
2382
Estate Counselors
Wisconsin
– -$1.66M -12,479 Closed
Loomis, Sayles & Company
2383
Loomis, Sayles & Company
Massachusetts
– -$1.66M -12,461 Closed
WIC
2384
Whitegate Investment Counselors
New Hampshire
– -$1.61M -12,159 Closed
PAMP
2385
Polar Asset Management Partners
Ontario, Canada
– -$1.25M -9,405 Closed
HI
2386
Human Investing
Oregon
– -$1.15M -8,639 Closed
SCP
2387
Syntal Capital Partners
Texas
– -$1.03M -7,748 Closed
MAM
2388
Mastrapasqua Asset Management
Tennessee
– -$942K -7,094 Closed
HSA
2389
Hussman Strategic Advisors
Maryland
– -$861K -6,485 Closed
APP
2390
Alpha Paradigm Partners
Illinois
– -$816K -6,144 Closed
CHAM
2391
Clear Harbor Asset Management
Connecticut
– -$807K -6,079 Closed
CCWA
2392
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$644K -4,847 Closed
AIC
2393
Argus Investors Counsel
New York
– -$614K -4,623 Closed
AAP
2394
Ardsley Advisory Partners
Connecticut
– -$558K -4,184 Closed
GRP
2395
Global Retirement Partners
California
– -$554K -4,169 Closed
CA
2396
CSM Advisors
Pennsylvania
– -$539K -4,058 Closed
NRA
2397
NSI Retail Advisors
Pennsylvania
– -$539K -4,058 Closed
ICP
2398
Interchange Capital Partners
Pennsylvania
– -$526K -3,962 Closed
MA
2399
MCF Advisors
Kentucky
– -$523K -3,937 Closed
PCM
2400
Prelude Capital Management
New York
– -$487K -3,886 Closed
94 95
96
97 98

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.