IBM
IBM
1,973 hedge funds and large institutions have $56.7B invested in IBM in 2020 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 848 increasing their positions, 787 reducing their positions, and 215 closing their positions.
8% more funds holding in top 10
Funds holding in top 10: 48 → 52 (+4)
8% more repeat investments, than reductions
Existing positions increased: 848 | Existing positions reduced: 787
0.71% more ownership
Funds ownership: 59.97% → 60.68% (+0.71%)
5% less funds holding
Funds holding: 2,075 → 1,973 (-102)
14% less call options, than puts
Call options by funds: $1.48B | Put options by funds: $1.72B
17% less capital invested
Capital invested by funds: $68B → $56.7B (-$11.3B)
33% less first-time investments, than exits
New positions opened: 144 | Existing positions closed: 215
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$543M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$471M |
| 3 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
+$459M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$365M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$332M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$406M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$258M |
| 3 |
Goldman Sachs
New York
|
-$210M |
| 4 |
Renaissance Technologies
New York
|
-$207M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$196M |
IBM Hedge Fund Activity: Q1 2020 in Review
1,973 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2020, worth a combined $56.7B — down 17% from $68B a quarter earlier.
Sellers outnumbered buyers: 215 funds closed out of IBM and 144 opened new positions — a net loss of 71 holders — while 787 trimmed existing stakes and 848 added.
The largest buyer was JP Morgan Chase, adding an estimated $543M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $406M sold.
- 1,973 institutional investors held IBM (IBM) as of Q1 2020, down from 2,075 in Q4 2019.
- Funds reported $56.7B of IBM stock for Q1 2020, down 17% quarter-over-quarter.
- 144 funds opened new IBM positions in Q1 2020 and 215 closed out, a net change of -71 holders.
- The largest IBM buyer in Q1 2020 was JP Morgan Chase, an estimated $543M added.
- The largest IBM seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $406M sold.
Based on aggregated 13F filings for Q1 2020.