IBM
IBM
1,741 hedge funds and large institutions have $93.7B invested in IBM in 2015 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 580 increasing their positions, 817 reducing their positions, and 60 closing their positions.
48% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 60
17% more funds holding in top 10
Funds holding in top 10: 94 → 110 (+16)
1% more funds holding
Funds holding: 1,725 → 1,741 (+16)
0% less capital invested
Capital invested by funds: $94.1B → $93.7B (-$378M)
0.5% less ownership
Funds ownership: 62.03% → 61.52% (-0.5%)
20% less call options, than puts
Call options by funds: $1.51B | Put options by funds: $1.9B
29% less repeat investments, than reductions
Existing positions increased: 580 | Existing positions reduced: 817
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$248M |
| 2 |
Barclays
London,
United Kingdom
|
+$198M |
| 3 |
Axa
Paris,
France
|
+$171M |
| 4 |
Morgan Stanley
New York
|
+$165M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$112M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$465M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$365M |
| 3 |
SG Americas Securities
New York
|
-$302M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$144M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$132M |
IBM Hedge Fund Activity: Q2 2015 in Review
1,741 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q2 2015, worth a combined $93.7B — down 0.4% from $94.1B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new IBM positions and 60 closed out — a net gain of 29 holders — while 580 added to existing stakes and 817 trimmed.
The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $248M. The largest seller was State Street, cutting an estimated $465M.
- 1,741 institutional investors held IBM (IBM) as of Q2 2015, up from 1,725 in Q1 2015.
- Funds reported $93.7B of IBM stock for Q2 2015, down 0.4% quarter-over-quarter.
- 89 funds opened new IBM positions in Q2 2015 and 60 closed out, a net change of +29 holders.
- The largest IBM buyer in Q2 2015 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $248M added.
- The largest IBM seller in Q2 2015 was State Street, an estimated $465M sold.
Based on aggregated 13F filings for Q2 2015.