We are live on ! Find out more

1,973 hedge funds and large institutions have $56.7B invested in IBM in 2020 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 848 increasing their positions, 787 reducing their positions, and 215 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 4852 (+4)

8% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 787

0.71% more ownership

Funds ownership: 59.97%60.68% (+0.71%)

5% less funds holding

Funds holding: 2,0751,973 (-102)

14% less call options, than puts

Call options by funds: $1.48B | Put options by funds: $1.72B

17% less capital invested

Capital invested by funds: $68B → $56.7B (-$11.3B)

33% less first-time investments, than exits

New positions opened: 144 | Existing positions closed: 215

Holders
1,973
Holders Change
-102
Holders Change %
-4.92%
% of All Funds
43.48%
Holding in Top 10
52
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.33%
% of All Funds
1.15%
New
144
Increased
848
Reduced
787
Closed
215
Calls
$1.48B
Puts
$1.72B
Net Calls
-$243M
Net Calls Change
+$469M
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
51
Arrowstreet Capital
Massachusetts
$171M -$94.1M -744,382 -32%
AllianceBernstein
52
AllianceBernstein
Tennessee
$170M -$61.2M -484,015 -23%
Swedbank
53
Swedbank
Sweden
$169M +$5.8M +45,851 +3%
Fidelity International
54
Fidelity International
Bermuda
$166M +$15.4M +121,955 +8%
Principal Financial Group
55
Principal Financial Group
Iowa
$165M +$3.42M +27,041 +2%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$149M +$9.66M +76,390 +6%
Bank of Nova Scotia
57
Bank of Nova Scotia
Ontario, Canada
$147M +$53.8M +425,340 +44%
Stifel Financial
58
Stifel Financial
Missouri
$144M -$10.3M -81,338 -6%
EIP
59
Epoch Investment Partners
New York
$143M +$10.9M +85,897 +7%
Canada Life
60
Canada Life
Manitoba, Canada
$142M +$4.93M +38,976 +3%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$140M -$6.79M -53,660 -4%
APG Asset Management
62
APG Asset Management
Netherlands
$136M -$20.5M -162,474 -11%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$134M +$7.66M +60,602 +5%
DZ Bank
64
DZ Bank
Germany
$127M +$7.28M +57,603 +5%
National Pension Service
65
National Pension Service
South Korea
$119M +$1.69M +13,330 +1%
RJA
66
Raymond James & Associates
Florida
$117M +$4.2M +33,208 +3%
Mitsubishi UFJ Trust & Banking
67
Mitsubishi UFJ Trust & Banking
Japan
$116M +$7.01M +55,450 +5%
Adage Capital Partners
68
Adage Capital Partners
Massachusetts
$112M +$20.6M +162,757 +18%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$107M +$17.8M +140,530 +16%
Bessemer Group
70
Bessemer Group
New Jersey
$106M +$1.37M +10,833 +1%
Citigroup
71
Citigroup
New York
$105M -$49.4M -390,347 -28%
Wellington Management Group
72
Wellington Management Group
Massachusetts
$104M -$258M -2,037,765 -67%
ClearBridge Investments
73
ClearBridge Investments
New York
$97.6M +$12.4M +98,103 +12%
AAMU
74
Amundi Asset Management US
Massachusetts
$93M -$143M -1,131,865 -40%
Franklin Resources
75
Franklin Resources
California
$92M -$20.6M -163,148 -16%

IBM Hedge Fund Activity: Q1 2020 in Review

1,973 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2020, worth a combined $56.7B — down 17% from $68B a quarter earlier.

Sellers outnumbered buyers: 215 funds closed out of IBM and 144 opened new positions — a net loss of 71 holders — while 787 trimmed existing stakes and 848 added.

The largest buyer was JP Morgan Chase, adding an estimated $543M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $406M sold.

  • 1,973 institutional investors held IBM (IBM) as of Q1 2020, down from 2,075 in Q4 2019.
  • Funds reported $56.7B of IBM stock for Q1 2020, down 17% quarter-over-quarter.
  • 144 funds opened new IBM positions in Q1 2020 and 215 closed out, a net change of -71 holders.
  • The largest IBM buyer in Q1 2020 was JP Morgan Chase, an estimated $543M added.
  • The largest IBM seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $406M sold.

Based on aggregated 13F filings for Q1 2020.