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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
VNA
801
VNBTrust National Association
Virginia
$2.21M – – –
PTC
802
Private Trust Company
Ohio
$2.2M -$339K -2,653 -15%
FA
803
FDx Advisors
Illinois
$2.19M -$247K -1,934 -11%
ECM
804
Everence Capital Management
Indiana
$2.18M – – –
FNBTCON
805
First National Bank & Trust Co of Newtown
Pennsylvania
$2.17M +$3.32K +26 +0.2%
LCM
806
Lucas Capital Management
New Jersey
$2.16M -$55.3K -433 -3%
Jennison Associates
807
Jennison Associates
New York
$2.15M -$1.5M -11,756 -44%
CHC
808
City Holding Co
West Virginia
$2.13M -$145K -1,134 -7%
CT
809
Coastline Trust
Rhode Island
$2.12M +$96.2K +753 +5%
SCA
810
Stonebridge Capital Advisors
Minnesota
$2.09M +$229K +1,795 +14%
ST
811
Smithfield Trust
Pennsylvania
$2.09M – – –
HFA
812
High Falls Advisors
New York
$2.07M -$7.15K -56 -0.4%
HCM
813
Howland Capital Management
Massachusetts
$2.07M -$188K -1,469 -9%
NAM
814
NTV Asset Management
West Virginia
$2.07M -$23.4K -183 -1%
PHS
815
Pekin Hardy Strauss
Illinois
$2.07M -$3.83K -30 -0.2%
AIM
816
Acropolis Investment Management
Missouri
$2.06M +$216K +1,690 +13%
RB
817
Rodgers Brothers
Pennsylvania
$2.06M +$64.8K +507 +4%
CAM
818
Chesapeake Asset Management
New York
$2.04M -$639 -5 -0%
I2I
819
Insight 2811 Inc
Illinois
$2.04M +$66.8K +523 +4%
PGIM
820
Pacific Global Investment Management
California
$2.03M +$92.1K +721 +5%
MC
821
Martin & Co
Tennessee
$2.03M +$20.8K +163 +1%
WS
822
Wedbush Securities
California
$2.02M +$45.7K +358 +3%
PFS
823
Physicians Financial Services
North Carolina
$2.01M -$46.5K -364 -3%
PFPT
824
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.01M -$183K -1,436 -9%
SC
825
Schulhoff & Co
Ohio
$2.01M +$20.1K +157 +1%
31 32
33
34 35

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.