IBM
IBM
1,727 hedge funds and large institutions have $107B invested in IBM in 2014 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 548 increasing their positions, 876 reducing their positions, and 71 closing their positions.
1.21% more ownership
Funds ownership: 59.52% → 60.73% (+1.2%)
7% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 71
0% less funds holding
Funds holding: 1,731 → 1,727 (-4)
6% less capital invested
Capital invested by funds: $114B → $107B (-$7.02B)
24% less call options, than puts
Call options by funds: $1.43B | Put options by funds: $1.87B
25% less funds holding in top 10
Funds holding in top 10: 223 → 167 (-56)
37% less repeat investments, than reductions
Existing positions increased: 548 | Existing positions reduced: 876
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$1.45B |
| 2 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$342M |
| 3 |
Renaissance Technologies
New York
|
+$272M |
| 4 |
JP Morgan Chase
New York
|
+$249M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$143M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$567M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
-$565M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$284M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$229M |
| 5 |
CIP
Cornerstone Investment Partners
Atlanta,
Georgia
|
-$194M |
IBM Hedge Fund Activity: Q2 2014 in Review
1,727 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q2 2014, worth a combined $107B — down 6.2% from $114B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new IBM positions and 71 closed out — a net gain of 5 holders — while 548 added to existing stakes and 876 trimmed.
The largest buyer was Norges Bank, adding an estimated $1.45B. The largest seller was Wellington Management Group, cutting an estimated $567M.
- 1,727 institutional investors held IBM (IBM) as of Q2 2014, down from 1,731 in Q1 2014.
- Funds reported $107B of IBM stock for Q2 2014, down 6.2% quarter-over-quarter.
- 76 funds opened new IBM positions in Q2 2014 and 71 closed out, a net change of +5 holders.
- The largest IBM buyer in Q2 2014 was Norges Bank, an estimated $1.45B added.
- The largest IBM seller in Q2 2014 was Wellington Management Group, an estimated $567M sold.
Based on aggregated 13F filings for Q2 2014.