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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
GSEP
2401
Golden State Equity Partners
California
– -$509K -3,830 Closed
ADBIC
2402
A.D. Beadell Investment Counsel
Wisconsin
– -$493K -3,714 Closed
CWS
2403
Cypress Wealth Services
California
– -$491K -3,699 Closed
FC
2404
FORA Capital
Florida
– -$488K -3,678 Closed
PVH
2405
Psagot Value Holdings
Israel
– -$458K -3,452 Closed
WCA
2406
Windsor Creek Advisors
Vermont
– -$428K -3,222 Closed
WPW
2407
Warther Private Wealth
Ohio
– -$434K -3,170 Closed
CAM
2408
Campion Asset Management
Virginia
– -$413K -3,107 Closed
TF
2409
Trek Financial
Arizona
– -$406K -3,054 Closed
RCIM
2410
Red Cedar Investment Management
Michigan
– -$402K -3,030 Closed
ZAM
2411
Zevin Asset Management
Massachusetts
– -$382K -2,880 Closed
SAM
2412
Strategy Asset Managers
California
– -$376K -2,828 Closed
LCP
2413
Legacy Capital Partners
Wisconsin
– -$358K -2,692 Closed
BOS
2414
Bingham Osborn & Scarborough
California
– -$355K -2,676 Closed
HIP
2415
HUB Investment Partners
Texas
– -$353K -2,661 Closed
SP
2416
Successful Portfolios
Florida
– -$341K -2,567 Closed
CSA
2417
Cottage Street Advisors
Massachusetts
– -$324K -2,436 Closed
QTM
2418
qPULA Trading Management
New York
– -$320K -2,406 Closed
TFF
2419
The Family Firm
Maryland
– -$322K -2,378 Closed
FAFN
2420
First Affirmative Financial Network
Colorado
– -$315K -2,368 Closed
C
2421
Certuity
Florida
– -$304K -2,292 Closed
FRM
2422
Fox Run Management
Connecticut
– -$289K -2,176 Closed
JWM
2423
Jupiter Wealth Management
Colorado
– -$240K -2,092 Closed
FWM
2424
FFT Wealth Management
Pennsylvania
– -$266K -2,005 Closed
MJB
2425
Mark J. Bradley
– -$264K -1,993 Closed
95 96
97
98 99

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.