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IBM
IBM

1,758 hedge funds and large institutions have $78.2B invested in IBM in 2017 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 598 increasing their positions, 852 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.71% less ownership

Funds ownership: 61.15% → 60.43% (-0.71%)

2% less funds holding

Funds holding: 1,795 → 1,758 (-37)

8% less capital invested

Capital invested by funds: $84.5B → $78.2B (-$6.37B)

9% less funds holding in top 10

Funds holding in top 10: 67 → 61 (-6)

20% less call options, than puts

Call options by funds: $1.35B | Put options by funds: $1.69B

23% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 96

30% less repeat investments, than reductions

Existing positions increased: 598 | Existing positions reduced: 852

Holders
1,758
Holders Change
-37
Holders Change %
-2.06%
% of All Funds
43.82%
Holding in Top 10
61
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.96%
% of All Funds
1.52%
New
74
Increased
598
Reduced
852
Closed
96
Calls
$1.35B
Puts
$1.69B
Net Calls
-$337M
Net Calls Change
+$98.2M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$422M
2
BlackRock
BlackRock
New York
+$271M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$266M
4
Goldman Sachs
Goldman Sachs
New York
+$219M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$157M

Top Sellers

Rank Fund Capital Flow
1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.49B
2
Renaissance Technologies
Renaissance Technologies
New York
-$235M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$153M
4
Bank of America
Bank of America
North Carolina
-$147M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$131M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$447M -$89.3M -641,347 -17%
Deutsche Bank
27
Deutsche Bank
Germany
$444M -$103M -736,794 -19%
Capital World Investors
28
Capital World Investors
California
$435M -$87.4M -627,600 -17%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$432M +$124M +886,821 +40%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$425M +$17.4M +125,227 +4%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$410M +$2.64M +18,932 +0.6%
Flossbach Von Storch
32
Flossbach Von Storch
Germany
$406M +$20.4M +146,492 +5%
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$403M -$3.66M -26,292 -0.9%
LSV Asset Management
34
LSV Asset Management
Illinois
$374M +$6.55K +47 +0%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$368M +$4.14M +29,744 +1%
APG Asset Management
36
APG Asset Management
Netherlands
$363M -$4.05M -29,079 -1%
UBS Group
37
UBS Group
Switzerland
$358M -$9.29M -66,681 -3%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$356M +$7.76M +55,732 +2%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$352M +$5.64M +40,478 +2%
PPA
40
Parametric Portfolio Associates
Washington
$343M +$4.54M +32,600 +1%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$335M +$266M +1,906,161 +376%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$333M -$16.9M -121,100 -5%
T
43
Thomaspartners
Massachusetts
$313M +$50.2M +359,983 +19%
CS
44
Credit Suisse
Switzerland
$270M +$24.2M +173,610 +10%
Fidelity International
45
Fidelity International
Bermuda
$270M +$5.15M +36,957 +2%
Mitsubishi UFJ Trust & Banking
46
Mitsubishi UFJ Trust & Banking
Japan
$268M -$2.67M -19,198 -1%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$256M +$28.3M +203,433 +12%
Ameriprise
48
Ameriprise
Minnesota
$253M +$1.52M +10,921 +0.6%
Allianz Asset Management
49
Allianz Asset Management
Germany
$249M -$50.2M -360,039 -17%
Credit Agricole
50
Credit Agricole
France
$245M +$5.69M +40,818 +2%
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IBM Hedge Fund Activity: Q3 2017 in Review

1,758 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q3 2017, worth a combined $78.2B — down 7.5% from $84.5B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of IBM and 74 opened new positions — a net loss of 22 holders — while 852 trimmed existing stakes and 598 added.

The largest buyer was JP Morgan Chase, adding an estimated $422M. The largest seller was Berkshire Hathaway, cutting an estimated $2.49B.

  • 1,758 institutional investors held IBM (IBM) as of Q3 2017, down from 1,795 in Q2 2017.
  • Funds reported $78.2B of IBM stock for Q3 2017, down 7.5% quarter-over-quarter.
  • 74 funds opened new IBM positions in Q3 2017 and 96 closed out, a net change of -22 holders.
  • The largest IBM buyer in Q3 2017 was JP Morgan Chase, an estimated $422M added.
  • The largest IBM seller in Q3 2017 was Berkshire Hathaway, an estimated $2.49B sold.

Based on aggregated 13F filings for Q3 2017.