IBM
IBM
1,756 hedge funds and large institutions have $116B invested in IBM in 2013 Q4 according to their latest regulatory filings, with 198 funds opening new positions, 568 increasing their positions, 826 reducing their positions, and 86 closing their positions.
130% more first-time investments, than exits
New positions opened: 198 | Existing positions closed: 86
5% more funds holding
Funds holding: 1,667 → 1,756 (+89)
2% less capital invested
Capital invested by funds: $119B → $116B (-$2.85B)
8% less call options, than puts
Call options by funds: $2.06B | Put options by funds: $2.24B
1.64% less ownership
Funds ownership: 58.66% → 57.01% (-1.6%)
19% less funds holding in top 10
Funds holding in top 10: 285 → 230 (-55)
31% less repeat investments, than reductions
Existing positions increased: 568 | Existing positions reduced: 826
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$347M |
| 2 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$247M |
| 3 |
Barclays
London,
United Kingdom
|
+$188M |
| 4 |
LBA
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
|
+$187M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$130M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$866M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$597M |
| 3 |
Renaissance Technologies
New York
|
-$396M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$334M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$276M |
IBM Hedge Fund Activity: Q4 2013 in Review
1,756 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q4 2013, worth a combined $116B — down 2.4% from $119B a quarter earlier.
Buyers outnumbered sellers: 198 funds opened new IBM positions and 86 closed out — a net gain of 112 holders — while 568 added to existing stakes and 826 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $347M. The largest seller was OppenheimerFunds, exiting entirely with an estimated $866M sold.
- 1,756 institutional investors held IBM (IBM) as of Q4 2013, up from 1,667 in Q3 2013.
- Funds reported $116B of IBM stock for Q4 2013, down 2.4% quarter-over-quarter.
- 198 funds opened new IBM positions in Q4 2013 and 86 closed out, a net change of +112 holders.
- The largest IBM buyer in Q4 2013 was Fidelity Investments, an estimated $347M added.
- The largest IBM seller in Q4 2013 was OppenheimerFunds, an estimated $866M sold.
Based on aggregated 13F filings for Q4 2013.