IBM
IBM
2,135 hedge funds and large institutions have $63.9B invested in IBM in 2020 Q4 according to their latest regulatory filings, with 272 funds opening new positions, 759 increasing their positions, 894 reducing their positions, and 95 closing their positions.
186% more first-time investments, than exits
New positions opened: 272 | Existing positions closed: 95
7% more funds holding
Funds holding: 1,992 → 2,135 (+143)
3% more capital invested
Capital invested by funds: $61.9B → $63.9B (+$2.05B)
0.23% less ownership
Funds ownership: 59.78% → 59.56% (-0.23%)
10% less funds holding in top 10
Funds holding in top 10: 39 → 35 (-4)
15% less repeat investments, than reductions
Existing positions increased: 759 | Existing positions reduced: 894
19% less call options, than puts
Call options by funds: $1.7B | Put options by funds: $2.11B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$285M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$258M |
| 3 |
Two Sigma Investments
New York
|
+$171M |
| 4 |
BlackRock
New York
|
+$160M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$155M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$542M |
| 2 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$252M |
| 3 |
Barclays
London,
United Kingdom
|
-$210M |
| 4 |
State Street
Boston,
Massachusetts
|
-$126M |
| 5 |
Bank of New York Mellon
New York
|
-$119M |
IBM Hedge Fund Activity: Q4 2020 in Review
2,135 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q4 2020, worth a combined $63.9B — up 3.3% from $61.9B a quarter earlier.
Buyers outnumbered sellers: 272 funds opened new IBM positions and 95 closed out — a net gain of 177 holders — while 759 added to existing stakes and 894 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $285M. The largest seller was Capital World Investors, exiting entirely with an estimated $542M sold.
- 2,135 institutional investors held IBM (IBM) as of Q4 2020, up from 1,992 in Q3 2020.
- Funds reported $63.9B of IBM stock for Q4 2020, up 3.3% quarter-over-quarter.
- 272 funds opened new IBM positions in Q4 2020 and 95 closed out, a net change of +177 holders.
- The largest IBM buyer in Q4 2020 was Arrowstreet Capital, an estimated $285M added.
- The largest IBM seller in Q4 2020 was Capital World Investors, an estimated $542M sold.
Based on aggregated 13F filings for Q4 2020.