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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
MUMSS
1626
Mitsubishi UFJ Morgan Stanley Securities
Japan
$75K +$79.5K +408 New
HCM
1627
Horrell Capital Management
Arkansas
$75K +$80K +411 New
BTS
1628
BB&T Securities
Virginia
$73.1K +$7.79M +40,000 New
CCM
1629
Credo Capital Management
Maryland
$70K +$74.2K +381 New
FI
1630
FCM Investments
Texas
$67K +$71.3K +366 New
HIM
1631
Hillsdale Investment Management
Ontario, Canada
$67K +$71.3K +366 New
SMA
1632
Simply Money Advisors
Ohio
$66K +$70.1K +360 New
KPCM
1633
Kings Point Capital Management
New York
$66K +$70.5K +362 New
TCCM
1634
Timber Creek Capital Management
Massachusetts
$66K +$71.3K +366 New
FBT
1635
Founders Bank & Trust
Michigan
$65K +$69.3K +356 New
ECM
1636
Exchange Capital Management
Michigan
$63K +$67.2K +345 New
PFG
1637
Piershale Financial Group
Illinois
$57K +$184K +945 New
RIA
1638
Regal Investment Advisors
Michigan
$47K +$50.2K +258 New
NC
1639
NewSquare Capital
Pennsylvania
$46K +$49.5K +254 New
AA
1640
Alta Advisers
United Kingdom
$40K +$42.3K +217 New
IAS
1641
INR Advisory Services
Pennsylvania
$38K +$40.5K +208 New
LFR
1642
Lehman Financial Resources
Pennsylvania
$38K +$40.7K +209 New
TFMS
1643
Trust & Fiduciary Management Services
Massachusetts
$37K +$38.9K +200 New
MAS
1644
Madden Advisory Services
Florida
$30K +$32.1K +165 New
ACM
1645
Aviance Capital Management
Florida
$29K +$31K +159 New
GXMC
1646
Global X Management Company
New York
$29K +$31.2K +160 New
UB
1647
UMB Bank
Missouri
$23.7K +$25.3M +129,868 New
MWAM
1648
Mariner Wealth Advisors (Madison)
Kansas
$21K +$22K +113 New
CAW
1649
Cornerstone Advisors (Washington)
Washington
$21K +$22.8K +117 New
NHFG
1650
New Harbor Financial Group
Massachusetts
$17K +$18.5K +95 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.