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IBM
IBM

1,662 hedge funds and large institutions have $124B invested in IBM in 2013 Q2 according to their latest regulatory filings, with 1,662 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

60.92% more ownership

Funds ownership: 0% → 60.92% (+61%)

5% less call options, than puts

Call options by funds: $1.85B | Put options by funds: $1.95B

Holders
1,662
Holders Change
+1,662
Holders Change %
–
% of All Funds
54.23%
Holding in Top 10
335
Holding in Top 10 Change
+335
Holding in Top 10 Change %
% of All Funds
10.93%
New
1,662
Increased
–
Reduced
–
Closed
–
Calls
$1.85B
Puts
$1.95B
Net Calls
-$105M
Net Calls Change
-$105M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SCIA
1151
Sanibel Captiva Investment Advisers
Illinois
$1.42M +$1.51M +7,753 New
MA
1152
Marshwinds Advisory
Georgia
$1.42M +$1.51M +7,747 New
WC
1153
Whitney & Co
New York
$1.41M +$1.51M +7,734 New
TCM
1154
Telos Capital Management
California
$1.4M +$1.5M +7,687 New
EWA
1155
EP Wealth Advisors
California
$1.4M +$1.49M +7,640 New
SCM
1156
SOL Capital Management
Maryland
$1.38M +$1.47M +7,566 New
BCM
1157
Becker Capital Management
Oregon
$1.38M +$1.47M +7,536 New
Fuller & Thaler Asset Management
1158
Fuller & Thaler Asset Management
California
$1.38M +$1.47M +7,531 New
SIG
1159
Schaller Investment Group
North Carolina
$1.38M +$1.47M +7,525 New
HB
1160
Homrich & Berg
Georgia
$1.37M +$1.46M +7,498 New
CP
1161
Cinque Partners
California
$1.37M +$1.46M +7,492 New
AIP
1162
ARS Investment Partners
New York
$1.36M +$1.45M +7,435 New
IT
1163
Independence Trust
Tennessee
$1.36M +$1.45M +7,428 New
RBC
1164
Ronald Blue & Co
Georgia
$1.36M +$1.45M +7,422 New
DAM
1165
Doheny Asset Management
California
$1.35M +$1.44M +7,393 New
OC
1166
Oarsman Capital
Wisconsin
$1.35M +$1.43M +7,366 New
TCOTO
1167
Trust Company of the Ozarks
Missouri
$1.34M +$1.43M +7,353 New
SAM
1168
Solaris Asset Management
New York
$1.34M +$1.43M +7,343 New
JCM
1169
Jag Capital Management
Missouri
$1.32M +$1.41M +7,247 New
RB
1170
Rodgers Brothers
Pennsylvania
$1.32M +$1.4M +7,213 New
RHJA
1171
Rice Hall James & Associates
California
$1.31M +$1.4M +7,165 New
NFG
1172
Nadler Financial Group
Illinois
$1.3M +$1.39M +7,127 New
TCMG
1173
TSP Capital Management Group
New Jersey
$1.29M – – –
STMM
1174
South Texas Money Management
Texas
$1.28M +$1.36M +7,008 New
CW
1175
Cabot-Wellington
Massachusetts
$1.28M +$1.36M +6,989 New
45 46
47
48 49

IBM Hedge Fund Activity: Q2 2013 in Review

1,662 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q2 2013, worth a combined $124B.

Buyers outnumbered sellers: 1,662 funds opened new IBM positions and 0 closed out — a net gain of 1,662 holders — while 0 added to existing stakes and 0 trimmed.

  • 1,662 institutional investors held IBM (IBM) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $124B of IBM stock for Q2 2013.
  • 1,662 funds opened new IBM positions in Q2 2013 and 0 closed out, a net change of +1,662 holders.

Based on aggregated 13F filings for Q2 2013.