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IBM
IBM

2,151 hedge funds and large institutions have $66.9B 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.

New
Increased
Maintained
Reduced
Closed

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

5% more capital invested

Capital invested by funds: $63.8B → $66.9B (+$3.14B)

1% more funds holding

Funds holding: 2,134 → 2,151 (+17)

0.68% less ownership

Funds ownership: 56.9% → 56.22% (-0.68%)

6% less funds holding in top 10

Funds holding in top 10: 35 → 33 (-2)

21% less call options, than puts

Call options by funds: $1.89B | Put options by funds: $2.39B

Holders
2,151
Holders Change
+17
Holders Change %
+0.8%
% of All Funds
37.66%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.58%
New
168
Increased
910
Reduced
835
Closed
125
Calls
$1.89B
Puts
$2.39B
Net Calls
-$502M
Net Calls Change
-$93.2M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$279M
2
BlackRock
BlackRock
New York
+$252M
3
Renaissance Technologies
Renaissance Technologies
New York
+$139M
4
ProShare Advisors
ProShare Advisors
Maryland
+$124M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$111M

Top Sellers

Rank Fund Capital Flow
1
IFP
Independent Franchise Partners
United Kingdom
-$560M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$457M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$154M
4
Prudential Financial
Prudential Financial
New Jersey
-$103M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$93.1M

IBM Hedge Fund Activity: Q1 2021 in Review

2,151 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2021, worth a combined $66.9B — 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.

  • 2,151 institutional investors held IBM (IBM) as of Q1 2021, up from 2,134 in Q4 2020.
  • Funds reported $66.9B 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.