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2,162 hedge funds and large institutions have $70.4B invested in IBM in 2021 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 970 increasing their positions, 749 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 970 | Existing positions reduced: 749

20% more call options, than puts

Call options by funds: $3.25B | Put options by funds: $2.71B

6% more funds holding in top 10

Funds holding in top 10: 3537 (+2)

0.01% less ownership

Funds ownership: 59.29%59.28% (-0.01%)

5% less capital invested

Capital invested by funds: $73.9B → $70.4B (-$3.54B)

2% less funds holding

Funds holding: 2,2152,162 (-53)

18% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 125

Holders
2,162
Holders Change
-53
Holders Change %
-2.39%
% of All Funds
37.85%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.65%
New
102
Increased
970
Reduced
749
Closed
125
Calls
$3.25B
Puts
$2.71B
Net Calls
+$540M
Net Calls Change
+$609M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.4B +$22.7M +169,611 +0.2%
BlackRock
2
BlackRock
New York
$8.96B +$101M +756,218 +1%
State Street
3
State Street
Massachusetts
$7.14B -$72.5M -542,252 -1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.04B +$54.9M +410,354 +3%
Charles Schwab
5
Charles Schwab
California
$1.98B +$111M +831,485 +6%
Morgan Stanley
6
Morgan Stanley
New York
$1.57B -$101M -758,592 -6%
Northern Trust
7
Northern Trust
Illinois
$1.5B +$59.2M +443,005 +4%
Bank of America
8
Bank of America
North Carolina
$1.2B +$41M +306,641 +4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.19B -$32.4M -242,042 -3%
Norges Bank
10
Norges Bank
Norway
$1.15B -$32.1M -240,061 -3%
JP Morgan Chase
11
JP Morgan Chase
New York
$966M -$65.2M -487,940 -6%
Ameriprise
12
Ameriprise
Minnesota
$899M -$35.7M -266,867 -4%
Legal & General Group
13
Legal & General Group
United Kingdom
$877M +$38.1M +284,875 +5%
Wells Fargo
14
Wells Fargo
California
$832M -$14.8M -110,932 -2%
Goldman Sachs
15
Goldman Sachs
New York
$814M +$63.7M +476,155 +8%
Invesco
16
Invesco
Georgia
$814M +$15.9M +119,259 +2%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$677M -$4.77M -35,692 -0.7%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$641M +$61.5M +459,971 +11%
N
19
Nuveen
North Carolina
$607M -$33.3M -248,962 -5%
Franklin Resources
20
Franklin Resources
California
$599M +$10.4M +77,916 +2%
UBS AM
21
UBS AM
Illinois
$582M -$21.7M -162,570 -4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$577M +$32.2M +241,083 +6%
Sumitomo Mitsui Trust Group
23
Sumitomo Mitsui Trust Group
Japan
$556M -$17.9M -133,817 -3%
Nordea Investment Management
24
Nordea Investment Management
Sweden
$492M -$4.39M -32,866 -0.9%
Swiss National Bank
25
Swiss National Bank
Switzerland
$491M -$15.5M -115,792 -3%

IBM Hedge Fund Activity: Q3 2021 in Review

2,162 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q3 2021, worth a combined $70.4B — down 4.8% from $73.9B a quarter earlier.

Sellers outnumbered buyers: 125 funds closed out of IBM and 102 opened new positions — a net loss of 23 holders — while 749 trimmed existing stakes and 970 added.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $225M. The largest seller was American International Group, cutting an estimated $170M.

  • 2,162 institutional investors held IBM (IBM) as of Q3 2021, down from 2,215 in Q2 2021.
  • Funds reported $70.4B of IBM stock for Q3 2021, down 4.8% quarter-over-quarter.
  • 102 funds opened new IBM positions in Q3 2021 and 125 closed out, a net change of -23 holders.
  • The largest IBM buyer in Q3 2021 was Point72 Asset Management, an estimated $225M added.
  • The largest IBM seller in Q3 2021 was American International Group, an estimated $170M sold.

Based on aggregated 13F filings for Q3 2021.