IBM
IBM
1,731 hedge funds and large institutions have $114B invested in IBM in 2014 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 537 increasing their positions, 911 reducing their positions, and 88 closing their positions.
0.1% less ownership
Funds ownership: 59.62% → 59.52% (-0.1%)
2% less capital invested
Capital invested by funds: $116B → $114B (-$2.01B)
2% less call options, than puts
Call options by funds: $2.29B | Put options by funds: $2.34B
9% less first-time investments, than exits
New positions opened: 80 | Existing positions closed: 88
1% less funds holding
Funds holding: 1,755 → 1,731 (-24)
3% less funds holding in top 10
Funds holding in top 10: 230 → 223 (-7)
41% less repeat investments, than reductions
Existing positions increased: 537 | Existing positions reduced: 911
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Generation Investment Management
London,
United Kingdom
|
+$140M |
| 2 |
Westfield Capital Management
Boston,
Massachusetts
|
+$130M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$105M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$78.3M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$69.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$828M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$262M |
| 3 |
Citigroup
New York
|
-$203M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$179M |
| 5 |
N
Natixis
Paris,
France
|
-$152M |
IBM Hedge Fund Activity: Q1 2014 in Review
1,731 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2014, worth a combined $114B — down 1.7% from $116B a quarter earlier.
Sellers outnumbered buyers: 88 funds closed out of IBM and 80 opened new positions — a net loss of 8 holders — while 911 trimmed existing stakes and 537 added.
The largest buyer was Generation Investment Management, opening a new position worth an estimated $140M. The largest seller was State Street, cutting an estimated $828M.
- 1,731 institutional investors held IBM (IBM) as of Q1 2014, down from 1,755 in Q4 2013.
- Funds reported $114B of IBM stock for Q1 2014, down 1.7% quarter-over-quarter.
- 80 funds opened new IBM positions in Q1 2014 and 88 closed out, a net change of -8 holders.
- The largest IBM buyer in Q1 2014 was Generation Investment Management, an estimated $140M added.
- The largest IBM seller in Q1 2014 was State Street, an estimated $828M sold.
Based on aggregated 13F filings for Q1 2014.