IBM
IBM
1,924 hedge funds and large institutions have $79.6B invested in IBM in 2018 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 729 increasing their positions, 831 reducing their positions, and 91 closing their positions.
10% more capital invested
Capital invested by funds: $72.3B → $79.6B (+$7.33B)
1.2% more ownership
Funds ownership: 59.12% → 60.32% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 65 → 65 (0)
1% less call options, than puts
Call options by funds: $2.29B | Put options by funds: $2.31B
3% less first-time investments, than exits
New positions opened: 88 | Existing positions closed: 91
1% less funds holding
Funds holding: 1,946 → 1,924 (-22)
12% less repeat investments, than reductions
Existing positions increased: 729 | Existing positions reduced: 831
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$475M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$407M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$285M |
| 4 |
Morgan Stanley
New York
|
+$220M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$122M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$199M |
| 2 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$175M |
| 3 |
Goldman Sachs
New York
|
-$164M |
| 4 |
Two Sigma Advisers
New York
|
-$164M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$130M |
IBM Hedge Fund Activity: Q3 2018 in Review
1,924 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q3 2018, worth a combined $79.6B — up 10% from $72.3B a quarter earlier.
Sellers outnumbered buyers: 91 funds closed out of IBM and 88 opened new positions — a net loss of 3 holders — while 831 trimmed existing stakes and 729 added.
The largest buyer was State Street, adding an estimated $475M. The largest seller was Massachusetts Financial Services, cutting an estimated $199M.
- 1,924 institutional investors held IBM (IBM) as of Q3 2018, down from 1,946 in Q2 2018.
- Funds reported $79.6B of IBM stock for Q3 2018, up 10% quarter-over-quarter.
- 88 funds opened new IBM positions in Q3 2018 and 91 closed out, a net change of -3 holders.
- The largest IBM buyer in Q3 2018 was State Street, an estimated $475M added.
- The largest IBM seller in Q3 2018 was Massachusetts Financial Services, an estimated $199M sold.
Based on aggregated 13F filings for Q3 2018.