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IBM

1,708 hedge funds and large institutions have $109B invested in IBM in 2014 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 577 increasing their positions, 814 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more funds holding in top 10

Funds holding in top 10: 167 → 176 (+9)

3% more capital invested

Capital invested by funds: $107B → $109B (+$2.69B)

0.05% less ownership

Funds ownership: 60.73% → 60.68% (-0.05%)

1% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 67

5% less call options, than puts

Call options by funds: $1.78B | Put options by funds: $1.88B

1% less funds holding

Funds holding: 1,727 → 1,708 (-19)

29% less repeat investments, than reductions

Existing positions increased: 577 | Existing positions reduced: 814

Holders
1,708
Holders Change
-19
Holders Change %
-1.1%
% of All Funds
49.54%
Holding in Top 10
176
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5.39%
% of All Funds
5.1%
New
66
Increased
577
Reduced
814
Closed
67
Calls
$1.78B
Puts
$1.88B
Net Calls
-$99.9M
Net Calls Change
+$344M

Top Buyers

Rank Fund Capital Flow
1
DSA
Davis Selected Advisers
Arizona
+$451M
2
JP Morgan Chase
JP Morgan Chase
New York
+$431M
3
FFH
Fairfax Financial Holdings
Ontario, Canada
+$203M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$151M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$124M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$1.5B
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$381M
3
Renaissance Technologies
Renaissance Technologies
New York
-$306M
4
Northern Trust
Northern Trust
Illinois
-$138M
5
Franklin Resources
Franklin Resources
California
-$115M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
1351
Kelleher Financial Advisors
New York
$638K – – –
LJHT
1352
Laurie J. Hall Trustee
$635K -$31.3K -172 -5%
LIA
1353
LBMC Investment Advisors
Tennessee
$635K +$638K +3,500 New
RIM
1354
Reliant Investment Management
Tennessee
$634K +$191K +1,046 +43%
NCM
1355
Northroad Capital Management
New York
$632K -$28.2K -155 -4%
AA
1356
ALPS Advisors
Colorado
$630K -$24.4K -134 -4%
MC
1357
Mathes Company
New York
$626K -$2.08M -11,390 -77%
SIC
1358
SFE Investment Counsel
California
$624K – – –
SFI
1359
SPC Financial Inc
Maryland
$622K -$7.65K -42 -1%
CL
1360
CPWM LLC
Washington
$619K +$4.55K +25 +0.7%
SCM
1361
Steward Capital Management
Michigan
$617K – – –
HF
1362
Hoxton Financial
West Virginia
$611K – – –
GIP
1363
Greatmark Investment Partners
Georgia
$609K -$18.9K -104 -3%
AP
1364
AHL Partners
United Kingdom
$602K +$604K +3,317 New
GHAM
1365
Gilman Hill Asset Management
Connecticut
$601K – – –
ST
1366
Sabal Trust
Florida
$600K +$83.8K +460 +16%
CTA
1367
Colonial Trust Advisors
South Carolina
$599K -$20K -110 -3%
TCM
1368
Tradewinds Capital Management
Washington
$599K -$5.65K -31 -0.9%
MAM
1369
Mizuho Asset Management
Japan
$596K +$108K +595 +22%
IAM
1370
Integre Asset Management
New York
$594K +$597K +3,275 New
FGP
1371
Foyston, Gordon, & Payne
Ontario, Canada
$593K – – –
RHFI
1372
Reilly Herbert Faulkner III
$593K +$322K +1,768 +118%
CL
1373
Croft-Leominster
Maryland
$592K – – –
PIA
1374
Peachtree Investment Advisors
Georgia
$592K +$23K +126 +4%
AIC
1375
Atlantic Investment Company
Georgia
$591K -$608K -3,335 Closed
53 54
55
56 57

IBM Hedge Fund Activity: Q3 2014 in Review

1,708 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q3 2014, worth a combined $109B — up 2.5% from $107B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of IBM and 66 opened new positions — a net loss of 1 holder — while 814 trimmed existing stakes and 577 added.

The largest buyer was Davis Selected Advisers, adding an estimated $451M. The largest seller was Norges Bank, cutting an estimated $1.5B.

  • 1,708 institutional investors held IBM (IBM) as of Q3 2014, down from 1,727 in Q2 2014.
  • Funds reported $109B of IBM stock for Q3 2014, up 2.5% quarter-over-quarter.
  • 66 funds opened new IBM positions in Q3 2014 and 67 closed out, a net change of -1 holder.
  • The largest IBM buyer in Q3 2014 was Davis Selected Advisers, an estimated $451M added.
  • The largest IBM seller in Q3 2014 was Norges Bank, an estimated $1.5B sold.

Based on aggregated 13F filings for Q3 2014.