We are live on ! Find out more
IBM icon

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
PHS
1176
Pekin Hardy Strauss
Illinois
$1.27M +$1.35M +6,931 New
FSA
1177
Franklin Street Advisors
North Carolina
$1.25M +$1.34M +6,860 New
NCM
1178
Novare Capital Management
North Carolina
$1.25M +$1.33M +6,828 New
DWM
1179
Destination Wealth Management
California
$1.24M +$1.33M +6,804 New
JWA
1180
JFS Wealth Advisors
Pennsylvania
$1.24M +$1.32M +6,790 New
CFA
1181
Carroll Financial Associates
North Carolina
$1.24M +$1.32M +6,791 New
BSWMG
1182
Barrington Strategic Wealth Management Group
Illinois
$1.24M +$1.32M +6,778 New
TT
1183
Tower Trust
Indiana
$1.24M +$1.32M +6,769 New
PIM
1184
Provident Investment Management
Michigan
$1.24M +$1.32M +6,758 New
MGIA
1185
Moneta Group Investment Advisors
Missouri
$1.23M +$1.31M +6,741 New
FHB
1186
First Hawaiian Bank
Hawaii
$1.22M +$1.3M +6,683 New
TCOT
1187
Trust Company of Toledo
Ohio
$1.22M +$1.3M +6,657 New
TIM
1188
Tortoise Investment Management
New York
$1.21M +$1.29M +6,640 New
RCM
1189
RNC Capital Management
California
$1.21M +$1.29M +6,613 New
CPO
1190
Cerity Partners OCIO
New York
$1.2M +$1.28M +6,590 New
LBC
1191
Lawrence B. Cohen
$1.2M +$1.28M +6,555 New
BCB
1192
Brian C. Broderick
$1.2M +$1.28M +6,550 New
FCB
1193
First Citizens Bancorporation
South Carolina
$1.18M +$1.26M +6,474 New
NPF
1194
Norris Perne & French
Michigan
$1.18M +$1.26M +6,480 New
PGA
1195
Portland Global Advisors
Maine
$1.18M +$1.26M +6,471 New
PFC
1196
Poplar Forest Capital
California
$1.18M +$1.26M +6,454 New
ACM
1197
Ashford Capital Management
Delaware
$1.17M +$1.25M +6,423 New
FCCM
1198
First City Capital Management
Georgia
$1.17M +$1.25M +6,422 New
AI
1199
Accredited Investors
Minnesota
$1.17M +$1.24M +6,390 New
JMFC
1200
J.M. Forbes & Co
Massachusetts
$1.17M +$1.25M +6,394 New
46 47
48
49 50

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.