IBM
IBM
1,991 hedge funds and large institutions have $61.9B invested in IBM in 2020 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 796 increasing their positions, 819 reducing their positions, and 103 closing their positions.
16% more first-time investments, than exits
New positions opened: 119 | Existing positions closed: 103
0% less funds holding
Funds holding: 1,994 → 1,991 (-3)
1% less capital invested
Capital invested by funds: $62.2B → $61.9B (-$389M)
0.98% less ownership
Funds ownership: 60.76% → 59.78% (-0.98%)
3% less repeat investments, than reductions
Existing positions increased: 796 | Existing positions reduced: 819
11% less funds holding in top 10
Funds holding in top 10: 44 → 39 (-5)
17% less call options, than puts
Call options by funds: $1.46B | Put options by funds: $1.76B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$242M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$182M |
| 3 |
Morgan Stanley
New York
|
+$81.1M |
| 4 |
N
Natixis
Paris,
France
|
+$76M |
| 5 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
+$76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
-$550M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$173M |
| 3 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
|
-$138M |
| 4 |
State Street
Boston,
Massachusetts
|
-$115M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$113M |
IBM Hedge Fund Activity: Q3 2020 in Review
1,991 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q3 2020, worth a combined $61.9B — down 0.63% from $62.2B a quarter earlier.
Buyers outnumbered sellers: 119 funds opened new IBM positions and 103 closed out — a net gain of 16 holders — while 796 added to existing stakes and 819 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $242M. The largest seller was Nordea Investment Management, cutting an estimated $550M.
- 1,991 institutional investors held IBM (IBM) as of Q3 2020, down from 1,994 in Q2 2020.
- Funds reported $61.9B of IBM stock for Q3 2020, down 0.63% quarter-over-quarter.
- 119 funds opened new IBM positions in Q3 2020 and 103 closed out, a net change of +16 holders.
- The largest IBM buyer in Q3 2020 was JP Morgan Chase, an estimated $242M added.
- The largest IBM seller in Q3 2020 was Nordea Investment Management, an estimated $550M sold.
Based on aggregated 13F filings for Q3 2020.