IBM
IBM
1,714 hedge funds and large institutions have $83.7B invested in IBM in 2016 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 644 increasing their positions, 741 reducing their positions, and 102 closing their positions.
49% more funds holding in top 10
Funds holding in top 10: 69 → 103 (+34)
7% more capital invested
Capital invested by funds: $78.6B → $83.7B (+$5.17B)
3.3% more ownership
Funds ownership: 61.66% → 64.96% (+3.3%)
1% more call options, than puts
Call options by funds: $1.9B | Put options by funds: $1.88B
0% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 102
1% less funds holding
Funds holding: 1,736 → 1,714 (-22)
13% less repeat investments, than reductions
Existing positions increased: 644 | Existing positions reduced: 741
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$4.75B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$292M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$285M |
| 4 |
Morgan Stanley
New York
|
+$218M |
| 5 |
State Street
Boston,
Massachusetts
|
+$164M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$606M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$248M |
| 3 |
Barclays
London,
United Kingdom
|
-$210M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$184M |
| 5 |
JP Morgan Chase
New York
|
-$180M |
IBM Hedge Fund Activity: Q1 2016 in Review
1,714 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2016, worth a combined $83.7B — up 6.6% from $78.6B a quarter earlier.
Fund positioning in IBM was balanced in Q1 2016: 102 funds opened new positions, 102 closed out, 644 added to existing stakes and 741 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $4.75B. The largest seller was Vanguard Group, cutting an estimated $606M.
- 1,714 institutional investors held IBM (IBM) as of Q1 2016, down from 1,736 in Q4 2015.
- Funds reported $83.7B of IBM stock for Q1 2016, up 6.6% quarter-over-quarter.
- 102 funds opened new IBM positions in Q1 2016 and 102 closed out, a net change of 0 holders.
- The largest IBM buyer in Q1 2016 was Royal London Asset Management, an estimated $4.75B added.
- The largest IBM seller in Q1 2016 was Vanguard Group, an estimated $606M sold.
Based on aggregated 13F filings for Q1 2016.