IBM
IBM
1,708 hedge funds and large institutions have $110B invested in IBM in 2014 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 576 increasing their positions, 815 reducing their positions, and 67 closing their positions.
5% more funds holding in top 10
Funds holding in top 10: 167 → 176 (+9)
3% more capital invested
Capital invested by funds: $107B → $110B (+$3.3B)
0.05% less ownership
Funds ownership: 58.06% → 58.01% (-0.05%)
1% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 67
5% less call options, than puts
Call options by funds: $1.78B | Put options by funds: $1.88B
1% less funds holding
Funds holding: 1,727 → 1,708 (-19)
29% less repeat investments, than reductions
Existing positions increased: 576 | Existing positions reduced: 815
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
+$451M |
| 2 |
JP Morgan Chase
New York
|
+$431M |
| 3 |
FFH
Fairfax Financial Holdings
Toronto,
Ontario, Canada
|
+$203M |
| 4 |
D.E. Shaw & Co
New York
|
+$151M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$124M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$1.5B |
| 2 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$381M |
| 3 |
Renaissance Technologies
New York
|
-$306M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$138M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$115M |
IBM Hedge Fund Activity: Q3 2014 in Review
1,708 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q3 2014, worth a combined $110B — up 3.1% from $107B a quarter earlier.
Sellers outnumbered buyers: 67 funds closed out of IBM and 66 opened new positions — a net loss of 1 holder — while 815 trimmed existing stakes and 576 added.
The largest buyer was Davis Selected Advisers, adding an estimated $451M. The largest seller was Norges Bank, cutting an estimated $1.5B.
- 1,708 institutional investors held IBM (IBM) as of Q3 2014, down from 1,727 in Q2 2014.
- Funds reported $110B of IBM stock for Q3 2014, up 3.1% quarter-over-quarter.
- 66 funds opened new IBM positions in Q3 2014 and 67 closed out, a net change of -1 holder.
- The largest IBM buyer in Q3 2014 was Davis Selected Advisers, an estimated $451M added.
- The largest IBM seller in Q3 2014 was Norges Bank, an estimated $1.5B sold.
Based on aggregated 13F filings for Q3 2014.