IBM
IBM
1,725 hedge funds and large institutions have $94.1B invested in IBM in 2015 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 604 increasing their positions, 823 reducing their positions, and 102 closing their positions.
21% more call options, than puts
Call options by funds: $2.35B | Put options by funds: $1.94B
1% more funds holding in top 10
Funds holding in top 10: 93 → 94 (+1)
1.05% more ownership
Funds ownership: 60.97% → 62.03% (+1.1%)
2% more capital invested
Capital invested by funds: $92.4B → $94.1B (+$1.65B)
7% less first-time investments, than exits
New positions opened: 95 | Existing positions closed: 102
1% less funds holding
Funds holding: 1,751 → 1,725 (-26)
27% less repeat investments, than reductions
Existing positions increased: 604 | Existing positions reduced: 823
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$1.09B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$778M |
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$411M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$282M |
| 5 |
Lazard Asset Management
New York
|
+$268M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$397M |
| 2 |
State Street
Boston,
Massachusetts
|
-$376M |
| 3 |
JP Morgan Chase
New York
|
-$253M |
| 4 |
D.E. Shaw & Co
New York
|
-$251M |
| 5 |
Barclays
London,
United Kingdom
|
-$224M |
IBM Hedge Fund Activity: Q1 2015 in Review
1,725 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2015, worth a combined $94.1B — up 1.8% from $92.4B a quarter earlier.
Sellers outnumbered buyers: 102 funds closed out of IBM and 95 opened new positions — a net loss of 7 holders — while 823 trimmed existing stakes and 604 added.
The largest buyer was Magellan Asset Management, opening a new position worth an estimated $1.09B. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), cutting an estimated $397M.
- 1,725 institutional investors held IBM (IBM) as of Q1 2015, down from 1,751 in Q4 2014.
- Funds reported $94.1B of IBM stock for Q1 2015, up 1.8% quarter-over-quarter.
- 95 funds opened new IBM positions in Q1 2015 and 102 closed out, a net change of -7 holders.
- The largest IBM buyer in Q1 2015 was Magellan Asset Management, an estimated $1.09B added.
- The largest IBM seller in Q1 2015 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $397M sold.
Based on aggregated 13F filings for Q1 2015.