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IBM
IBM

1,708 hedge funds and large institutions have $109B invested in IBM in 2014 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 577 increasing their positions, 814 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more funds holding in top 10

Funds holding in top 10: 167 → 176 (+9)

3% more capital invested

Capital invested by funds: $107B → $109B (+$2.69B)

0.05% less ownership

Funds ownership: 60.73% → 60.68% (-0.05%)

1% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 67

5% less call options, than puts

Call options by funds: $1.78B | Put options by funds: $1.88B

1% less funds holding

Funds holding: 1,727 → 1,708 (-19)

29% less repeat investments, than reductions

Existing positions increased: 577 | Existing positions reduced: 814

Holders
1,708
Holders Change
-19
Holders Change %
-1.1%
% of All Funds
49.54%
Holding in Top 10
176
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5.39%
% of All Funds
5.1%
New
66
Increased
577
Reduced
814
Closed
67
Calls
$1.78B
Puts
$1.88B
Net Calls
-$99.9M
Net Calls Change
+$344M

Top Buyers

Rank Fund Capital Flow
1
DSA
Davis Selected Advisers
Arizona
+$451M
2
JP Morgan Chase
JP Morgan Chase
New York
+$431M
3
FFH
Fairfax Financial Holdings
Ontario, Canada
+$203M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$151M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$124M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$1.5B
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$381M
3
Renaissance Technologies
Renaissance Technologies
New York
-$306M
4
Northern Trust
Northern Trust
Illinois
-$138M
5
Franklin Resources
Franklin Resources
California
-$115M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1726
Exencial Wealth Advisors
Oklahoma
– -$3.17M -17,600 Closed
SCM
1727
Suffolk Capital Management
New York
– -$2.31M -13,305 Closed
IA
1728
Icon Advisers
Colorado
– -$2.21M -12,772 Closed
AL
1729
Airain Ltd
Guernsey
– -$1.79M -10,321 Closed
Fiera Capital (Canada)
1730
Fiera Capital (Canada)
Quebec, Canada
– -$1.77M -10,192 Closed
QSS
1731
Quantitative Systematic Strategies
Florida
– -$1.73M -9,966 Closed
FPCM
1732
Financial Partners Capital Management
New York
– -$1.72M -9,946 Closed
HIM
1733
Hermes Investment Management
United Kingdom
– -$1.72M -9,945 Closed
HPCM
1734
High Pointe Capital Management
Illinois
– -$1.7M -9,780 Closed
DSAM
1735
Dock Street Asset Management
Florida
– -$1.68M -9,708 Closed
QT
1736
Quantbot Technologies
New York
– -$1.55M -8,946 Closed
SFP
1737
Santa Fe Partners
New Mexico
– -$1.49M -8,576 Closed
AAIM
1738
American Assets Investment Management
California
– -$1.45M -8,368 Closed
SAM
1739
Silphium Asset Management
United Kingdom
– -$1.45M -8,368 Closed
JCM
1740
Jag Capital Management
Missouri
– -$1.37M -7,930 Closed
KAH
1741
Kathryn A. Hall
– -$1.22M -7,039 Closed
MPA
1742
Marvin & Palmer Associates
Delaware
– -$1.1M -6,326 Closed
FCB
1743
First Citizens Bancorporation
South Carolina
– -$895K -5,167 Closed
ACM
1744
Ashford Capital Management
Delaware
– -$878K -5,064 Closed
KIA
1745
Kopp Investment Advisors
Minnesota
– -$837K -4,833 Closed
DCM
1746
Dynamic Capital Management
Jersey
– -$810K -4,672 Closed
CAS
1747
CTC Alternative Strategies
Illinois
– -$798K -4,602 Closed
WAM
1748
Wood Asset Management
Florida
– -$783K -4,519 Closed
VAM
1749
Visium Asset Management
New York
– -$708K -4,085 Closed
PIM
1750
Perkins Investment Management
Illinois
– -$636K -3,669 Closed
68 69
70
71 72

IBM Hedge Fund Activity: Q3 2014 in Review

1,708 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q3 2014, worth a combined $109B — up 2.5% from $107B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of IBM and 66 opened new positions — a net loss of 1 holder — while 814 trimmed existing stakes and 577 added.

The largest buyer was Davis Selected Advisers, adding an estimated $451M. The largest seller was Norges Bank, cutting an estimated $1.5B.

  • 1,708 institutional investors held IBM (IBM) as of Q3 2014, down from 1,727 in Q2 2014.
  • Funds reported $109B of IBM stock for Q3 2014, up 2.5% quarter-over-quarter.
  • 66 funds opened new IBM positions in Q3 2014 and 67 closed out, a net change of -1 holder.
  • The largest IBM buyer in Q3 2014 was Davis Selected Advisers, an estimated $451M added.
  • The largest IBM seller in Q3 2014 was Norges Bank, an estimated $1.5B sold.

Based on aggregated 13F filings for Q3 2014.