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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
BFPW
1551
BOK Financial Private Wealth
Colorado
$276K +$294K +1,508 New
EIM
1552
Essex Investment Management
Massachusetts
$276K +$294K +1,511 New
GI
1553
Glovista Investments
New Jersey
$276K +$294K +1,511 New
NEPWA
1554
New England Private Wealth Advisors
Massachusetts
$275K +$292K +1,500 New
CAI
1555
Capital Advisors Inc
Oklahoma
$274K +$292K +1,501 New
KB
1556
Kimelman & Baird
New York
$274K +$292K +1,500 New
PAMG
1557
Patton Albertson Miller Group
Tennessee
$273K +$291K +1,496 New
ZF
1558
Zhang Financial
Michigan
$271K +$289K +1,485 New
WCM
1559
Windsor Capital Management
Arizona
$270K +$288K +1,478 New
HC
1560
Hourglass Capital
Texas
$268K +$285K +1,464 New
TAS
1561
TIFF Advisory Services
Pennsylvania
$267K +$285K +1,463 New
BII
1562
Baring International Investment
United Kingdom
$266K +$284K +1,458 New
WI
1563
Wedgewood Investors
Pennsylvania
$265K +$282K +1,449 New
FTI
1564
Fiduciary Trust International
Massachusetts
$265K +$282K +1,450 New
FFSOTS
1565
Fiduciary Financial Services of The Southwest
Texas
$259K +$276K +1,417 New
SSA
1566
South Street Advisors
New York
$255K +$272K +1,396 New
BAM
1567
Boyar Asset Management
New York
$253K +$269K +1,383 New
SCA
1568
STALEY CAPITAL ADVISERS
Pennsylvania
$248K +$264K +1,357 New
AWS
1569
Aris Wealth Services
Pennsylvania
$248K +$265K +1,360 New
MAM
1570
Marquette Asset Management
Minnesota
$247K +$263K +1,352 New
WA
1571
WealthTrust-Arizona
Arizona
$247K +$264K +1,354 New
SWK
1572
Stephen W. Kidder
$245K +$261K +1,339 New
CA
1573
CapWealth Advisors
Tennessee
$244K +$260K +1,335 New
NA
1574
Nottingham Advisors
New York
$243K +$259K +1,332 New
GWM
1575
Greenwich Wealth Management
Connecticut
$242K +$258K +1,323 New
61 62
63
64 65

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.