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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
TRCT
1001
Tower Research Capital (TRC)
New York
$1.26M +$1.11M +8,692 New
SAM
1002
Summit Asset Management
Tennessee
$1.25M +$766 +6 +0.1%
SCM
1003
Southport Capital Management
Tennessee
$1.25M -$15.7K -123 -1%
NAMA
1004
Nikko Asset Management Americas
New York
$1.23M -$1.16M -9,100 -51%
BWM
1005
Braver Wealth Management
Massachusetts
$1.23M +$1.08M +8,477 New
WRM
1006
Westport Resources Management
Connecticut
$1.22M -$204K -1,600 -16%
IPC
1007
Independent Portfolio Consultants
Florida
$1.22M +$955K +7,479 +813%
AAIM
1008
American Assets Investment Management
California
$1.21M – – –
CSUI
1009
Cincinnati Specialty Underwriters Insurance
Ohio
$1.21M – – –
JCM
1010
Jag Capital Management
Missouri
$1.21M +$16.7K +131 +2%
PRCM
1011
Pine River Capital Management
Minnesota
$1.21M +$716K +5,603 +203%
FFC
1012
First Financial Corp
Indiana
$1.21M -$28.1K -220 -3%
MVA
1013
Mount Vernon Associates
Maryland
$1.21M +$6.64K +52 +0.6%
IIM
1014
Ipswich Investment Management
Massachusetts
$1.2M -$115K -900 -10%
OC
1015
Oakworth Capital
Alabama
$1.18M +$26.3K +206 +3%
IAS
1016
INR Advisory Services
Pennsylvania
$1.18M – – –
CL
1017
CPWM LLC
Washington
$1.18M -$78.2K -612 -7%
BWM
1018
Baystate Wealth Management
Massachusetts
$1.18M -$18.8K -147 -2%
MIC
1019
Meridian Investment Counsel
California
$1.17M – – –
MWM
1020
Mission Wealth Management
California
$1.17M -$67.1K -525 -6%
IC
1021
Intersect Capital
California
$1.17M +$338K +2,644 +49%
PSC
1022
Prentiss Smith & Co
Vermont
$1.17M -$20.4K -160 -2%
MHS
1023
M Holdings Securities
Oregon
$1.16M – – –
MWM
1024
Modera Wealth Management
New Jersey
$1.16M +$205K +1,607 +25%
SCM
1025
SOL Capital Management
Maryland
$1.15M +$6.64K +52 +0.7%
39 40
41
42 43

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.