IBM
IBM
1,714 hedge funds and large institutions have $83.4B invested in IBM in 2015 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 628 increasing their positions, 767 reducing their positions, and 86 closing their positions.
0.16% more ownership
Funds ownership: 61.52% → 61.69% (+0.16%)
2% less funds holding
Funds holding: 1,741 → 1,714 (-27)
11% less capital invested
Capital invested by funds: $93.7B → $83.4B (-$10.3B)
14% less funds holding in top 10
Funds holding in top 10: 110 → 95 (-15)
18% less repeat investments, than reductions
Existing positions increased: 628 | Existing positions reduced: 767
19% less first-time investments, than exits
New positions opened: 70 | Existing positions closed: 86
24% less call options, than puts
Call options by funds: $1.31B | Put options by funds: $1.71B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$522M |
| 2 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$227M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$216M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$189M |
| 5 |
SG Americas Securities
New York
|
+$179M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$198M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$184M |
| 3 |
D.E. Shaw & Co
New York
|
-$170M |
| 4 |
Citigroup
New York
|
-$142M |
| 5 |
Neuberger Berman Group
New York
|
-$127M |
IBM Hedge Fund Activity: Q3 2015 in Review
1,714 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q3 2015, worth a combined $83.4B — down 11% from $93.7B a quarter earlier.
Sellers outnumbered buyers: 86 funds closed out of IBM and 70 opened new positions — a net loss of 16 holders — while 767 trimmed existing stakes and 628 added.
The largest buyer was Capital World Investors, opening a new position worth an estimated $522M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $198M.
- 1,714 institutional investors held IBM (IBM) as of Q3 2015, down from 1,741 in Q2 2015.
- Funds reported $83.4B of IBM stock for Q3 2015, down 11% quarter-over-quarter.
- 70 funds opened new IBM positions in Q3 2015 and 86 closed out, a net change of -16 holders.
- The largest IBM buyer in Q3 2015 was Capital World Investors, an estimated $522M added.
- The largest IBM seller in Q3 2015 was Manulife (Manufacturers Life Insurance), an estimated $198M sold.
Based on aggregated 13F filings for Q3 2015.