IBM
IBM
1,751 hedge funds and large institutions have $92.4B invested in IBM in 2014 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 477 increasing their positions, 909 reducing their positions, and 124 closing their positions.
51% more first-time investments, than exits
New positions opened: 187 | Existing positions closed: 124
3% more funds holding
Funds holding: 1,708 → 1,751 (+43)
0.29% more ownership
Funds ownership: 60.68% → 60.97% (+0.29%)
16% less capital invested
Capital invested by funds: $109B → $92.4B (-$17B)
29% less call options, than puts
Call options by funds: $1.45B | Put options by funds: $2.04B
47% less funds holding in top 10
Funds holding in top 10: 176 → 93 (-83)
48% less repeat investments, than reductions
Existing positions increased: 477 | Existing positions reduced: 909
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$1.08B |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$345M |
| 3 |
D.E. Shaw & Co
New York
|
+$339M |
| 4 |
AIG
American International Group
New York
|
+$296M |
| 5 |
State Street
Boston,
Massachusetts
|
+$294M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$543M |
| 2 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$394M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$388M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$365M |
| 5 |
JP Morgan Chase
New York
|
-$362M |
IBM Hedge Fund Activity: Q4 2014 in Review
1,751 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q4 2014, worth a combined $92.4B — down 16% from $109B a quarter earlier.
Buyers outnumbered sellers: 187 funds opened new IBM positions and 124 closed out — a net gain of 63 holders — while 477 added to existing stakes and 909 trimmed.
The largest buyer was Berkshire Hathaway, adding an estimated $1.08B. The largest seller was Wellington Management Group, cutting an estimated $543M.
- 1,751 institutional investors held IBM (IBM) as of Q4 2014, up from 1,708 in Q3 2014.
- Funds reported $92.4B of IBM stock for Q4 2014, down 16% quarter-over-quarter.
- 187 funds opened new IBM positions in Q4 2014 and 124 closed out, a net change of +63 holders.
- The largest IBM buyer in Q4 2014 was Berkshire Hathaway, an estimated $1.08B added.
- The largest IBM seller in Q4 2014 was Wellington Management Group, an estimated $543M sold.
Based on aggregated 13F filings for Q4 2014.