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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
LWA
1526
Lenox Wealth Advisors
New York
$307K +$328K +1,683 New
STB
1527
S&T Bank
Pennsylvania
$304K +$323K +1,661 New
CPSAC
1528
Chas P. Smith & Associates (CPS)
Florida
$303K +$322K +1,656 New
KL
1529
Kinsight LLC
Alabama
$300K +$320K +1,641 New
HT
1530
HighTower Trust
Texas
$299K +$319K +1,637 New
1IA
1531
1834 Investment Advisors
Wisconsin
$298K +$318K +1,632 New
ANTB
1532
AMG National Trust Bank
Colorado
$298K +$318K +1,632 New
SAM
1533
Shamrock Asset Management
Texas
$297K +$316K +1,624 New
FAAM
1534
First Allied Asset Management
California
$296K +$320K +1,643 New
FIAS
1535
FinTrust Investment Advisory Services
South Carolina
$288K +$307K +1,575 New
HIS
1536
Horizon Investment Services
Indiana
$288K +$307K +1,578 New
MS
1537
Madison Scottsdale
Arizona
$287K +$306K +1,569 New
NSCM
1538
New South Capital Management
Tennessee
$287K +$306K +1,569 New
OSAM
1539
O'Shaughnessy Asset Management
Connecticut
$287K +$306K +1,569 New
BAM
1540
Banta Asset Management
California
$287K +$306K +1,571 New
BPB
1541
Badgley, Phelps & Bell
Washington
$285K +$303K +1,557 New
SWA
1542
SFMG Wealth Advisors
Texas
$285K +$304K +1,560 New
HCM
1543
Highlander Capital Management
New Jersey
$285K +$304K +1,559 New
AIM
1544
Arcadia Investment Management
Michigan
$284K +$302K +1,553 New
AW
1545
Alpha Windward
Massachusetts
$282K +$301K +1,546 New
ACM
1546
Antonetti Capital Management
Florida
$281K +$300K +1,538 New
RP
1547
Riverbridge Partners
Minnesota
$281K +$300K +1,539 New
LSC
1548
Lesa Sroufe & Co
Washington
$280K +$299K +1,534 New
CHA
1549
Cedar Hill Associates
Illinois
$278K +$297K +1,523 New
VA
1550
Valmark Advisers
Ohio
$277K +$295K +1,516 New
60 61
62
63 64

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.