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IBM
IBM

1,708 hedge funds and large institutions have $109B invested in IBM in 2014 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 577 increasing their positions, 814 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more funds holding in top 10

Funds holding in top 10: 167 → 176 (+9)

3% more capital invested

Capital invested by funds: $107B → $109B (+$2.69B)

0.05% less ownership

Funds ownership: 60.73% → 60.68% (-0.05%)

1% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 67

5% less call options, than puts

Call options by funds: $1.78B | Put options by funds: $1.88B

1% less funds holding

Funds holding: 1,727 → 1,708 (-19)

29% less repeat investments, than reductions

Existing positions increased: 577 | Existing positions reduced: 814

Holders
1,708
Holders Change
-19
Holders Change %
-1.1%
% of All Funds
49.54%
Holding in Top 10
176
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5.39%
% of All Funds
5.1%
New
66
Increased
577
Reduced
814
Closed
67
Calls
$1.78B
Puts
$1.88B
Net Calls
-$99.9M
Net Calls Change
+$344M

Top Buyers

Rank Fund Capital Flow
1
DSA
Davis Selected Advisers
Arizona
+$451M
2
JP Morgan Chase
JP Morgan Chase
New York
+$431M
3
FFH
Fairfax Financial Holdings
Ontario, Canada
+$203M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$151M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$124M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$1.5B
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$381M
3
Renaissance Technologies
Renaissance Technologies
New York
-$306M
4
Northern Trust
Northern Trust
Illinois
-$138M
5
Franklin Resources
Franklin Resources
California
-$115M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
851
Farmers & Merchants Investments Inc
Nebraska
$2.98M +$91.8K +504 +3%
VNA
852
VNBTrust National Association
Virginia
$2.97M -$7.65K -42 -0.3%
JG
853
Jefferies Group
New York
$2.97M -$283K -1,555 -9%
BCM
854
BTR Capital Management
California
$2.95M +$149K +817 +5%
AB
855
AT Bancorp
Iowa
$2.95M -$88.5K -486 -3%
EAM
856
Eagle Asset Management
Florida
$2.93M -$152K -836 -5%
BAM
857
Burnham Asset Management
New York
$2.93M – – –
FBA
858
Front Barnett Associates
Illinois
$2.93M -$2K -11 -0.1%
Bank of Nova Scotia
859
Bank of Nova Scotia
Ontario, Canada
$2.92M +$8.2K +45 +0.3%
JIR
860
James Investment Research
Ohio
$2.91M -$36.6K -201 -1%
SC
861
Schulhoff & Co
Ohio
$2.89M -$14.4K -79 -0.5%
ACM
862
Avalon Capital Management
California
$2.87M +$2.88M +15,791 New
OL
863
Orbitronix LP
California
$2.85M +$762K +4,184 +36%
PI
864
Pettee Investors
Connecticut
$2.84M -$365K -2,004 -11%
BE
865
Bonness Enterprises
District of Columbia
$2.84M – – –
ANBT
866
American National Bank & Trust
Texas
$2.83M +$35K +192 +1%
MHIC
867
Marble Harbor Investment Counsel
Massachusetts
$2.81M -$59.4K -326 -2%
PWP
868
Private Wealth Partners
California
$2.81M +$197K +1,083 +8%
SSG
869
Summit Securities Group
New York
$2.81M +$2.17M +11,925 +335%
ASC
870
Atalanta Sosnoff Capital
New York
$2.81M +$4.92K +27 +0.2%
PWM
871
Perigon Wealth Management
California
$2.81M -$384K -2,110 -12%
VIA
872
Vantage Investment Advisors
Pennsylvania
$2.8M +$143K +785 +5%
SIG
873
Sky Investment Group
Connecticut
$2.8M +$349K +1,916 +14%
JIC
874
Joel Isaacson & Co
New York
$2.79M +$190K +1,043 +7%
Envestnet Asset Management
875
Envestnet Asset Management
Illinois
$2.78M +$670K +3,680 +32%
33 34
35
36 37

IBM Hedge Fund Activity: Q3 2014 in Review

1,708 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q3 2014, worth a combined $109B — up 2.5% from $107B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of IBM and 66 opened new positions — a net loss of 1 holder — while 814 trimmed existing stakes and 577 added.

The largest buyer was Davis Selected Advisers, adding an estimated $451M. The largest seller was Norges Bank, cutting an estimated $1.5B.

  • 1,708 institutional investors held IBM (IBM) as of Q3 2014, down from 1,727 in Q2 2014.
  • Funds reported $109B of IBM stock for Q3 2014, up 2.5% quarter-over-quarter.
  • 66 funds opened new IBM positions in Q3 2014 and 67 closed out, a net change of -1 holder.
  • The largest IBM buyer in Q3 2014 was Davis Selected Advisers, an estimated $451M added.
  • The largest IBM seller in Q3 2014 was Norges Bank, an estimated $1.5B sold.

Based on aggregated 13F filings for Q3 2014.