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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
VFP
1601
Verus Financial Partners
Virginia
$206K +$219K +1,125 New
NCMW
1602
Northern Capital Management (Wisconsin)
Wisconsin
$206K +$220K +1,130 New
EWM
1603
Empirical Wealth Management
Washington
$202K +$215K +1,104 New
RRWJ
1604
R. Robert Woodburn Jr
$198K +$211K +1,082 New
PCM
1605
Prelude Capital Management
New York
$195K +$208K +1,067 New
FA
1606
Financial Advantage
Maryland
$171K +$182K +934 New
CFA
1607
Camarda Financial Advisors
Florida
$156K +$166K +851 New
PR
1608
Payden & Rygel
California
$153K +$163K +837 New
GI
1609
Gradient Investments
Minnesota
$137K +$146K +748 New
Twin Tree Management
1610
Twin Tree Management
Texas
$129K +$138K +707 New
TFA
1611
Transamerica Financial Advisors
Florida
$126K +$134K +686 New
HTHT
1612
Hemenway Trust Hemenway Trust
New Hampshire
$126K +$134K +690 New
IRS
1613
Invictus RG (Singapore)
Singapore
$124K +$132K +680 New
MA
1614
MCF Advisors
Kentucky
$120K +$128K +655 New
EWM
1615
Edge Wealth Management
New York
$120K +$128K +656 New
PFO
1616
Pathstone Family Office
New Jersey
$112K +$119K +611 New
FMP
1617
Financial Management Professionals
Texas
$106K +$113K +578 New
FHA
1618
First Horizon Advisors
Tennessee
$98K +$105K +537 New
LFG
1619
LifePlan Financial Group
Ohio
$84K +$89.2K +458 New
SCG
1620
Strategic Capital Group
Washington
$84K +$90K +462 New
SHWM
1621
Smith & Howard Wealth Management
Georgia
$81K +$86.9K +446 New
MDCM
1622
Morgan Dempsey Capital Management
Wisconsin
$80K +$85.5K +439 New
JAM
1623
Jolley Asset Management
North Carolina
$77K +$82.6K +424 New
CRCP
1624
Copper Rock Capital Partners
Massachusetts
$76K +$81.4K +418 New
Flossbach Von Storch
1625
Flossbach Von Storch
Germany
$76K +$81.4K +418 New
63 64
65
66 67

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.