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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
SCM
1376
Steward Capital Management
Michigan
$622K +$662K +3,400 New
PFC
1377
Phocas Financial Corp
California
$619K +$660K +3,389 New
MBT
1378
Montecito Bank & Trust
California
$618K +$659K +3,384 New
NAM
1379
Needelman Asset Management
California
$618K +$659K +3,385 New
OA
1380
Oxbow Advisors
Texas
$612K +$652K +3,347 New
PAS
1381
Partnervest Advisory Services
California
$611K +$651K +3,344 New
DR
1382
Davis Rea
Ontario, Canada
$609K +$649K +3,334 New
FNBSF
1383
First National Bank Sioux Falls
South Dakota
$605K +$645K +3,314 New
FGP
1384
Foyston, Gordon, & Payne
Ontario, Canada
$597K +$637K +3,270 New
VIMU
1385
Veritas Investment Management (UK)
United Kingdom
$591K +$629K +3,232 New
WI
1386
WHV Investments
California
$591K +$629K +3,232 New
RPA
1387
Rock Point Advisors
Vermont
$588K +$627K +3,220 New
AIA
1388
Alerus Investment Advisors
Minnesota
$587K +$626K +3,213 New
PCMF
1389
Private Capital Management (Florida)
Florida
$586K +$624K +3,205 New
RMC
1390
Regis Management Company
California
$586K +$624K +3,205 New
LIA
1391
LBMC Investment Advisors
Tennessee
$585K +$623K +3,200 New
AIC
1392
Atlantic Investment Company
Georgia
$583K +$622K +3,193 New
PHAM
1393
Palisades Hudson Asset Management
Florida
$579K +$617K +3,170 New
OSNBOA
1394
Old Second National Bank of Aurora
Illinois
$574K +$612K +3,143 New
LMIM
1395
Lockheed Martin Investment Management
Maryland
$573K +$611K +3,138 New
UFG
1396
United Fire Group
Iowa
$573K +$611K +3,138 New
CIC
1397
Cornercap Investment Counsel
Georgia
$572K +$610K +3,133 New
KT
1398
Kanaly Trust
Texas
$572K +$611K +3,138 New
RP
1399
Reinhart Partners
Wisconsin
$570K +$608K +3,122 New
LIC
1400
Lodestar Investment Counsel
Illinois
$567K +$605K +3,105 New
54 55
56
57 58

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.