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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
DA
1326
Dunvegan Associates
California
$760K +$810K +4,157 New
NIMI
1327
Natixis Investment Managers International
France
$760K +$810K +4,158 New
PCM
1328
Perkins Capital Management
Minnesota
$756K +$806K +4,137 New
FANJ
1329
Financial Architects (New Jersey)
New Jersey
$756K +$807K +4,142 New
WIC
1330
Wood Investment Counsel
Colorado
$751K +$800K +4,110 New
KFA
1331
Kelleher Financial Advisors
New York
$746K +$795K +4,083 New
MBT
1332
Monroe Bank & Trust
Michigan
$737K +$786K +4,038 New
LIM
1333
Lathrop Investment Management
Arkansas
$731K +$779K +3,999 New
MCM
1334
Monarch Capital Management
Indiana
$731K +$779K +3,999 New
BJL
1335
Brighton Jones LLC
Washington
$724K +$772K +3,962 New
BTNA
1336
Bremer Trust National Association
Minnesota
$718K +$765K +3,930 New
RC
1337
Reik & Co
New York
$713K +$774K +3,975 New
TSWM
1338
Triangle Securities Wealth Management
North Carolina
$711K +$758K +3,891 New
CB
1339
Cooke & Bieler
Pennsylvania
$707K +$753K +3,866 New
CL
1340
CPWM LLC
Washington
$706K +$753K +3,866 New
AAM
1341
Autus Asset Management
Arizona
$705K +$752K +3,860 New
MBE
1342
Michael B. Elefante
$703K +$749K +3,848 New
AAM
1343
Aureus Asset Management
Massachusetts
$702K +$748K +3,842 New
WCA
1344
Westover Capital Advisors
Delaware
$699K +$745K +3,828 New
LJHT
1345
Laurie J. Hall Trustee
$692K +$737K +3,785 New
KIM
1346
Karpus Investment Management
New York
$690K +$735K +3,775 New
BRM
1347
Boston Research & Management
Massachusetts
$689K +$734K +3,771 New
MTIM
1348
Marathon Trading Investment Management
Pennsylvania
$688K +$733K +3,766 New
PAG
1349
Pinnacle Advisory Group
Maryland
$688K +$733K +3,766 New
FHC
1350
First Heartland Consultants
Missouri
$687K +$732K +3,760 New
52 53
54
55 56

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.