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IBM
IBM

1,714 hedge funds and large institutions have $83.7B invested in IBM in 2016 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 644 increasing their positions, 741 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more funds holding in top 10

Funds holding in top 10: 69 → 103 (+34)

7% more capital invested

Capital invested by funds: $78.6B → $83.7B (+$5.17B)

3.3% more ownership

Funds ownership: 61.66% → 64.96% (+3.3%)

1% more call options, than puts

Call options by funds: $1.9B | Put options by funds: $1.88B

0% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 102

1% less funds holding

Funds holding: 1,736 → 1,714 (-22)

13% less repeat investments, than reductions

Existing positions increased: 644 | Existing positions reduced: 741

Holders
1,714
Holders Change
-22
Holders Change %
-1.27%
% of All Funds
45.66%
Holding in Top 10
103
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+49.28%
% of All Funds
2.74%
New
102
Increased
644
Reduced
741
Closed
102
Calls
$1.9B
Puts
$1.88B
Net Calls
+$25M
Net Calls Change
+$384M

Top Buyers

Rank Fund Capital Flow
1
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$4.75B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$292M
3
Fidelity International
Fidelity International
Bermuda
+$285M
4
Morgan Stanley
Morgan Stanley
New York
+$218M
5
State Street
State Street
Massachusetts
+$164M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$606M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$248M
3
Barclays
Barclays
United Kingdom
-$210M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$184M
5
JP Morgan Chase
JP Morgan Chase
New York
-$180M
Name Holding Trade Value Shares
Change 		Change in
Stake
OI
751
Oakbrook Investments
Illinois
$2.62M +$140K +1,098 +6%
LIM
752
Loudon Investment Management
New Hampshire
$2.62M +$374K +2,930 +19%
VAM
753
Visionary Asset Management
Texas
$2.61M +$2.31M +18,048 New
SGAM
754
Steinberg Global Asset Management
Florida
$2.61M -$25.9K -203 -1%
FPTW
755
Franklin, Parlapiano, Turner & Welch
Texas
$2.6M +$170K +1,327 +8%
SCI
756
S&CO Inc
Massachusetts
$2.58M -$59.1K -463 -3%
GCAC
757
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.57M +$109K +853 +5%
M
758
MOTCO
Texas
$2.57M +$103K +810 +5%
WC
759
Whitnell & Co
Illinois
$2.56M -$21.5K -168 -0.9%
ST
760
Spinnaker Trust
Maine
$2.56M -$2.04K -16 -0.1%
BAS
761
Brown Advisory Securities
Maryland
$2.55M +$39.7K +311 +2%
BCP
762
Blue Chip Partners
Michigan
$2.53M +$285K +2,232 +15%
PCTC
763
Perkins Coie Trust Company
Washington
$2.5M +$740K +5,794 +50%
BA
764
Birinyi Associates
Connecticut
$2.49M +$1.15M +8,996 +110%
IC
765
Inverness Counsel
New York
$2.48M – – –
B
766
BancorpSouth
Mississippi
$2.48M +$172K +1,344 +9%
TSW
767
Thompson Siegel & Walmsley
Virginia
$2.48M -$244K -1,912 -10%
PGA
768
Portland Global Advisors
Maine
$2.47M +$70.9K +555 +3%
SLG
769
Stanley-Laman Group
Pennsylvania
$2.47M -$665K -5,204 -23%
LRPA
770
L. Roy Papp & Associates
Arizona
$2.46M -$45.3K -355 -2%
RCM
771
RNC Capital Management
California
$2.46M +$683K +5,347 +46%
FFWA
772
FRG Family Wealth Advisors
Washington
$2.46M -$107K -836 -5%
ICOA
773
Investment Centers of America
North Dakota
$2.46M +$246K +1,925 +13%
MCMT
774
Moon Capital Management (Tennessee)
Tennessee
$2.46M +$16.7K +131 +0.8%
QIM
775
Quest Investment Management
Oregon
$2.45M – – –
29 30
31
32 33

IBM Hedge Fund Activity: Q1 2016 in Review

1,714 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2016, worth a combined $83.7B — up 6.6% from $78.6B a quarter earlier.

Fund positioning in IBM was balanced in Q1 2016: 102 funds opened new positions, 102 closed out, 644 added to existing stakes and 741 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $4.75B. The largest seller was Vanguard Group, cutting an estimated $606M.

  • 1,714 institutional investors held IBM (IBM) as of Q1 2016, down from 1,736 in Q4 2015.
  • Funds reported $83.7B of IBM stock for Q1 2016, up 6.6% quarter-over-quarter.
  • 102 funds opened new IBM positions in Q1 2016 and 102 closed out, a net change of 0 holders.
  • The largest IBM buyer in Q1 2016 was Royal London Asset Management, an estimated $4.75B added.
  • The largest IBM seller in Q1 2016 was Vanguard Group, an estimated $606M sold.

Based on aggregated 13F filings for Q1 2016.