We are live on ! Find out more
IBM icon

IBM
IBM

1,862 hedge funds and large institutions have $96.5B invested in IBM in 2017 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 702 increasing their positions, 784 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 56

2% more funds holding

Funds holding: 1,817 → 1,862 (+45)

9% more call options, than puts

Call options by funds: $2.06B | Put options by funds: $1.9B

3% more capital invested

Capital invested by funds: $93.8B → $96.5B (+$2.72B)

0.68% less ownership

Funds ownership: 62.15% → 61.47% (-0.68%)

3% less funds holding in top 10

Funds holding in top 10: 117 → 114 (-3)

10% less repeat investments, than reductions

Existing positions increased: 702 | Existing positions reduced: 784

Holders
1,862
Holders Change
+45
Holders Change %
+2.48%
% of All Funds
46.34%
Holding in Top 10
114
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.56%
% of All Funds
2.84%
New
118
Increased
702
Reduced
784
Closed
56
Calls
$2.06B
Puts
$1.9B
Net Calls
+$169M
Net Calls Change
+$582M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$8.69B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$373M
3
Renaissance Technologies
Renaissance Technologies
New York
+$355M
4
JP Morgan Chase
JP Morgan Chase
New York
+$250M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$179M

Top Sellers

Rank Fund Capital Flow
1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.92B
2
Capital World Investors
Capital World Investors
California
-$282M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$260M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$175M
5
ClearBridge Investments
ClearBridge Investments
New York
-$137M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
26
American International Group
New York
$557M +$2.8M +16,708 +0.5%
AllianceBernstein
27
AllianceBernstein
Tennessee
$523M -$23.7M -141,314 -4%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$474M +$6.13M +36,543 +1%
UBS Group
29
UBS Group
Switzerland
$465M +$49.6M +295,807 +12%
LSV Asset Management
30
LSV Asset Management
Illinois
$449M +$10.4M +61,746 +2%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$447M -$8.95M -53,351 -2%
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$423M -$16.5M -98,583 -4%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$422M +$1.54M +9,206 +0.4%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$418M -$25M -148,846 -6%
APG Asset Management
35
APG Asset Management
Netherlands
$395M -$30.1M -179,446 -7%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$393M +$28.1M +167,316 +8%
CS
37
Credit Suisse
Switzerland
$376M -$8.26M -49,259 -2%
Allianz Asset Management
38
Allianz Asset Management
Germany
$367M +$43.5M +259,503 +13%
Fidelity International
39
Fidelity International
Bermuda
$353M +$14.9M +88,833 +4%
Renaissance Technologies
40
Renaissance Technologies
New York
$352M +$355M +2,116,790 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$343M -$61.5M -367,009 -15%
Mitsubishi UFJ Trust & Banking
42
Mitsubishi UFJ Trust & Banking
Japan
$334M +$2.38M +14,218 +0.7%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$333M -$14M -83,453 -4%
PPA
44
Parametric Portfolio Associates
Washington
$317M -$136M -811,379 -30%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$308M -$14M -83,680 -4%
T
46
Thomaspartners
Massachusetts
$295M +$21M +125,475 +8%
PI
47
PGGM Investments
Netherlands
$282M -$16.8M -100,152 -6%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$282M -$7.21M -42,978 -2%
AQR Capital Management
49
AQR Capital Management
Connecticut
$267M +$65M +387,752 +32%
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$264M -$8.15M -48,607 -3%
1
2
3 4 5

IBM Hedge Fund Activity: Q1 2017 in Review

1,862 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2017, worth a combined $96.5B — up 2.9% from $93.8B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new IBM positions and 56 closed out — a net gain of 62 holders — while 702 added to existing stakes and 784 trimmed.

The largest buyer was BlackRock, adding an estimated $8.69B. The largest seller was Berkshire Hathaway, cutting an estimated $2.92B.

  • 1,862 institutional investors held IBM (IBM) as of Q1 2017, up from 1,817 in Q4 2016.
  • Funds reported $96.5B of IBM stock for Q1 2017, up 2.9% quarter-over-quarter.
  • 118 funds opened new IBM positions in Q1 2017 and 56 closed out, a net change of +62 holders.
  • The largest IBM buyer in Q1 2017 was BlackRock, an estimated $8.69B added.
  • The largest IBM seller in Q1 2017 was Berkshire Hathaway, an estimated $2.92B sold.

Based on aggregated 13F filings for Q1 2017.