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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$333M |
| 2 |
Amundi
Paris,
France
|
+$266M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$119M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$71.1M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$62.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$355M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
-$333M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$278M |
| 4 |
Morgan Stanley
New York
|
-$266M |
| 5 |
BlackRock
New York
|
-$256M |
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.