IBM
IBM
1,754 hedge funds and large institutions have $89.2B invested in IBM in 2016 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 630 increasing their positions, 758 reducing their positions, and 53 closing their positions.
87% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 53
5% more funds holding in top 10
Funds holding in top 10: 87 → 91 (+4)
2% more funds holding
Funds holding: 1,726 → 1,754 (+28)
5% more capital invested
Capital invested by funds: $85.1B → $89.2B (+$4.12B)
1% more call options, than puts
Call options by funds: $2.26B | Put options by funds: $2.23B
0.86% more ownership
Funds ownership: 61.12% → 61.97% (+0.86%)
17% less repeat investments, than reductions
Existing positions increased: 630 | Existing positions reduced: 758
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$535M |
| 2 |
Morgan Stanley
New York
|
+$448M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$185M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$174M |
| 5 |
Barclays
London,
United Kingdom
|
+$119M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$712M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$180M |
| 3 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$156M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$133M |
| 5 |
JP Morgan Chase
New York
|
-$131M |
IBM Hedge Fund Activity: Q3 2016 in Review
1,754 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q3 2016, worth a combined $89.2B — up 4.8% from $85.1B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new IBM positions and 53 closed out — a net gain of 46 holders — while 630 added to existing stakes and 758 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $535M. The largest seller was Fidelity Investments, cutting an estimated $712M.
- 1,754 institutional investors held IBM (IBM) as of Q3 2016, up from 1,726 in Q2 2016.
- Funds reported $89.2B of IBM stock for Q3 2016, up 4.8% quarter-over-quarter.
- 99 funds opened new IBM positions in Q3 2016 and 53 closed out, a net change of +46 holders.
- The largest IBM buyer in Q3 2016 was Capital Research Global Investors, an estimated $535M added.
- The largest IBM seller in Q3 2016 was Fidelity Investments, an estimated $712M sold.
Based on aggregated 13F filings for Q3 2016.