IBM
IBM
1,667 hedge funds and large institutions have $119B invested in IBM in 2013 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 632 increasing their positions, 749 reducing their positions, and 59 closing their positions.
32% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 59
0.44% more ownership
Funds ownership: 60.92% → 61.36% (+0.44%)
0% more funds holding
Funds holding: 1,662 → 1,667 (+5)
3% less call options, than puts
Call options by funds: $2.01B | Put options by funds: $2.08B
4% less capital invested
Capital invested by funds: $123B → $119B (-$4.44B)
15% less funds holding in top 10
Funds holding in top 10: 335 → 285 (-50)
16% less repeat investments, than reductions
Existing positions increased: 632 | Existing positions reduced: 749
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$474M |
| 2 |
O
OppenheimerFunds
New York
|
+$359M |
| 3 |
Renaissance Technologies
New York
|
+$328M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$224M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$222M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$677M |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$300M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$257M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$245M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$165M |
IBM Hedge Fund Activity: Q3 2013 in Review
1,667 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q3 2013, worth a combined $119B — down 3.6% from $123B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new IBM positions and 59 closed out — a net gain of 19 holders — while 632 added to existing stakes and 749 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $474M. The largest seller was Jennison Associates, cutting an estimated $677M.
- 1,667 institutional investors held IBM (IBM) as of Q3 2013, up from 1,662 in Q2 2013.
- Funds reported $119B of IBM stock for Q3 2013, down 3.6% quarter-over-quarter.
- 78 funds opened new IBM positions in Q3 2013 and 59 closed out, a net change of +19 holders.
- The largest IBM buyer in Q3 2013 was Fidelity Investments, an estimated $474M added.
- The largest IBM seller in Q3 2013 was Jennison Associates, an estimated $677M sold.
Based on aggregated 13F filings for Q3 2013.