IBM
IBM
1,975 hedge funds and large institutions have $70.6B invested in IBM in 2019 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 755 increasing their positions, 810 reducing their positions, and 87 closing their positions.
98% more first-time investments, than exits
New positions opened: 172 | Existing positions closed: 87
33% more funds holding in top 10
Funds holding in top 10: 45 → 60 (+15)
26% more capital invested
Capital invested by funds: $55.9B → $70.6B (+$14.7B)
4% more funds holding
Funds holding: 1,908 → 1,975 (+67)
1.64% more ownership
Funds ownership: 57.21% → 58.86% (+1.6%)
7% less repeat investments, than reductions
Existing positions increased: 755 | Existing positions reduced: 810
23% less call options, than puts
Call options by funds: $1.94B | Put options by funds: $2.53B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$231M |
| 2 |
Renaissance Technologies
New York
|
+$211M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$143M |
| 4 |
Legal & General Group
London,
United Kingdom
|
+$122M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$117M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$160M |
| 2 |
BlackRock
New York
|
-$142M |
| 3 |
Morgan Stanley
New York
|
-$134M |
| 4 |
Asset Management One
Tokyo,
Japan
|
-$132M |
| 5 |
JP Morgan Chase
New York
|
-$126M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFA
2051
Spectrum Financial Alliance
Nicholasville,
Kentucky
| – | -$56K | -523 | Closed |
|
|
ST
2052
Sageworth Trust
Lancaster,
Pennsylvania
| – | -$45K | -418 | Closed |
|
|
KCM
2053
Karp Capital Management
Sausalito,
California
| – | -$38K | -348 | Closed |
|
|
TFA
2054
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$34K | -312 | Closed |
|
|
SGS
2055
Sterling Global Strategies
Carlsbad,
California
| – | -$23.8K | -219 | Closed |
|
|
OWA
2056
Outlook Wealth Advisors
Shenandoah,
Texas
| – | -$200K | -184 | Closed |
|
|
PRC
2057
Pearl River Capital
Niles,
Michigan
| – | -$18K | -162 | Closed |
|
2058
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$14K | -127 | Closed |
|
|
SCM
2059
Stumpf Capital Management
Scottsdale,
Arizona
| – | -$7K | -63 | Closed |
|
|
LPWM
2060
Lake Point Wealth Management
Rockwall,
Texas
| – | -$2K | -18 | Closed |
|
|
UOTTAIMCU
2061
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| – | -$1K | -10 | Closed |
|
IBM Hedge Fund Activity: Q1 2019 in Review
1,975 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2019, worth a combined $70.6B — up 26% from $55.9B a quarter earlier.
Buyers outnumbered sellers: 172 funds opened new IBM positions and 87 closed out — a net gain of 85 holders — while 755 added to existing stakes and 810 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $231M. The largest seller was Susquehanna International Group, cutting an estimated $160M.
- 1,975 institutional investors held IBM (IBM) as of Q1 2019, up from 1,908 in Q4 2018.
- Funds reported $70.6B of IBM stock for Q1 2019, up 26% quarter-over-quarter.
- 172 funds opened new IBM positions in Q1 2019 and 87 closed out, a net change of +85 holders.
- The largest IBM buyer in Q1 2019 was Arrowstreet Capital, an estimated $231M added.
- The largest IBM seller in Q1 2019 was Susquehanna International Group, an estimated $160M sold.
Based on aggregated 13F filings for Q1 2019.