IBM
IBM
1,758 hedge funds and large institutions have $78.2B invested in IBM in 2017 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 598 increasing their positions, 852 reducing their positions, and 96 closing their positions.
0.71% less ownership
Funds ownership: 61.15% → 60.43% (-0.71%)
2% less funds holding
Funds holding: 1,795 → 1,758 (-37)
8% less capital invested
Capital invested by funds: $84.5B → $78.2B (-$6.37B)
9% less funds holding in top 10
Funds holding in top 10: 67 → 61 (-6)
20% less call options, than puts
Call options by funds: $1.35B | Put options by funds: $1.69B
23% less first-time investments, than exits
New positions opened: 74 | Existing positions closed: 96
30% less repeat investments, than reductions
Existing positions increased: 598 | Existing positions reduced: 852
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$422M |
| 2 |
BlackRock
New York
|
+$271M |
| 3 |
D.E. Shaw & Co
New York
|
+$266M |
| 4 |
Goldman Sachs
New York
|
+$219M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$157M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$2.49B |
| 2 |
Renaissance Technologies
New York
|
-$235M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$153M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$147M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$131M |
IBM Hedge Fund Activity: Q3 2017 in Review
1,758 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q3 2017, worth a combined $78.2B — down 7.5% from $84.5B a quarter earlier.
Sellers outnumbered buyers: 96 funds closed out of IBM and 74 opened new positions — a net loss of 22 holders — while 852 trimmed existing stakes and 598 added.
The largest buyer was JP Morgan Chase, adding an estimated $422M. The largest seller was Berkshire Hathaway, cutting an estimated $2.49B.
- 1,758 institutional investors held IBM (IBM) as of Q3 2017, down from 1,795 in Q2 2017.
- Funds reported $78.2B of IBM stock for Q3 2017, down 7.5% quarter-over-quarter.
- 74 funds opened new IBM positions in Q3 2017 and 96 closed out, a net change of -22 holders.
- The largest IBM buyer in Q3 2017 was JP Morgan Chase, an estimated $422M added.
- The largest IBM seller in Q3 2017 was Berkshire Hathaway, an estimated $2.49B sold.
Based on aggregated 13F filings for Q3 2017.