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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
AWCI
776
Alpine Woods Capital Investors
New York
$2.44M -$414K -3,243 -16%
FWM
777
Frontier Wealth Management
Missouri
$2.44M +$48K +376 +2%
SNT
778
Security National Trust
West Virginia
$2.43M -$193K -1,508 -8%
QOP
779
Quinn Opportunity Partners
Virginia
$2.38M – – –
MAA
780
Matrix Asset Advisors
New York
$2.37M +$44.1K +345 +2%
MAA
781
Mraz Amerine & Associates
California
$2.36M -$18.4K -144 -0.9%
WKWM
782
Walter & Keenan Wealth Management
Indiana
$2.36M +$220K +1,726 +12%
GHA
783
GW Henssler & Associates
Georgia
$2.33M -$2.56M -20,065 -56%
BHIA
784
Birch Hill Investment Advisors
Massachusetts
$2.32M -$181K -1,417 -8%
FM
785
Foster & Motley
Ohio
$2.31M -$265K -2,074 -11%
IC
786
Investment Counsel
Michigan
$2.31M +$190K +1,491 +10%
WAM
787
Weatherly Asset Management
California
$2.31M +$240K +1,876 +13%
PH
788
Pinnacle Holdings
Oklahoma
$2.3M -$13.3K -104 -0.6%
BAM
789
Berkshire Asset Management
Pennsylvania
$2.28M -$193K -1,514 -9%
TFA
790
Toth Financial Advisory
Virginia
$2.27M +$107K +838 +6%
MSU
791
Mizuho Securities USA
New York
$2.27M -$4.01M -31,380 -67%
TL
792
TowerView LLC
New York
$2.27M – – –
PCI
793
Pacifica Capital Investments
Texas
$2.27M +$192K +1,501 +11%
LJAC
794
L.J. Altfest & Co
New York
$2.26M -$28.6K -224 -1%
MKC
795
M. Kraus & Co
Vermont
$2.25M -$74.9K -586 -4%
GI
796
GAMCO Investors
Connecticut
$2.24M +$53.4K +418 +3%
AB
797
AT Bancorp
Iowa
$2.24M -$3.32K -26 -0.2%
PWM
798
Perigon Wealth Management
California
$2.23M – – –
GE
799
General Electric
Ohio
$2.22M -$1.02M -7,947 -34%
BB
800
Busey Bank
Illinois
$2.21M -$91.8K -719 -4%
30 31
32
33 34

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.