IBM
IBM
2,152 hedge funds and large institutions have $67B invested in IBM in 2021 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 910 increasing their positions, 835 reducing their positions, and 125 closing their positions.
34% more first-time investments, than exits
New positions opened: 168 | Existing positions closed: 125
9% more repeat investments, than reductions
Existing positions increased: 910 | Existing positions reduced: 835
1% more funds holding
Funds holding: 2,135 → 2,152 (+17)
0.68% less ownership
Funds ownership: 56.94% → 56.26% (-0.68%)
6% less funds holding in top 10
Funds holding in top 10: 36 → 34 (-2)
13% less capital inflows, than outflows
Capital inflows: $2.92B | Capital outflows: $3.34B
21% less call options, than puts
Call options by funds: $1.89B | Put options by funds: $2.39B
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
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Independent Franchise Partners
London,
United Kingdom
|
-$560M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$457M |
| 3 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$154M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$103M |
| 5 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$93.1M |
IBM Hedge Fund Activity: Q1 2021 in Review
2,152 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2021, worth a combined $67B — up 4.9% from $63.8B a quarter earlier.
Buyers outnumbered sellers: 168 funds opened new IBM positions and 125 closed out — a net gain of 43 holders — while 910 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 $67B of IBM stock for Q1 2021, up 4.9% quarter-over-quarter.
- 168 funds opened new IBM positions in Q1 2021 and 125 closed out, a net change of +43 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.