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1,714 hedge funds and large institutions have $83.4B invested in IBM in 2015 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 628 increasing their positions, 767 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.16% more ownership

Funds ownership: 61.52%61.69% (+0.16%)

2% less funds holding

Funds holding: 1,7411,714 (-27)

11% less capital invested

Capital invested by funds: $93.7B → $83.4B (-$10.3B)

14% less funds holding in top 10

Funds holding in top 10: 11095 (-15)

18% less repeat investments, than reductions

Existing positions increased: 628 | Existing positions reduced: 767

19% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 86

24% less call options, than puts

Call options by funds: $1.31B | Put options by funds: $1.71B

Holders
1,714
Holders Change
-27
Holders Change %
-1.55%
% of All Funds
47.84%
Holding in Top 10
95
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-13.64%
% of All Funds
2.65%
New
70
Increased
628
Reduced
767
Closed
86
Calls
$1.31B
Puts
$1.71B
Net Calls
-$402M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$11.7B +$227M +1,535,879 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.4B +$29.8M +201,553 +0.3%
State Street
3
State Street
Massachusetts
$7.06B -$126M -851,796 -2%
BIT
4
BlackRock Institutional Trust
California
$3.39B -$58.4M -395,642 -2%
State Farm Mutual Automobile Insurance
5
State Farm Mutual Automobile Insurance
Illinois
$2.41B
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2.15B -$120M -810,637 -5%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.89B -$22.2M -150,524 -1%
Northern Trust
8
Northern Trust
Illinois
$1.74B -$80.6M -545,979 -4%
BFA
9
BlackRock Fund Advisors
California
$1.67B -$11.1M -75,068 -0.6%
Norges Bank
10
Norges Bank
Norway
$1.3B +$62M +420,020 +5%
Bank of America
11
Bank of America
North Carolina
$1.11B +$189M +1,279,734 +19%
BG
12
BlackRock Group
United Kingdom
$1.06B +$24.3M +164,753 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.05B -$5.18M -35,112 -0.5%
MAM
14
Magellan Asset Management
Australia
$1B +$6.78M +45,900 +0.6%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$827M -$32.2M -217,941 -4%
Wells Fargo
16
Wells Fargo
California
$788M +$13.5M +91,378 +2%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$686M -$22.1M -149,812 -3%
Allianz Asset Management
18
Allianz Asset Management
Germany
$670M +$216M +1,464,602 +43%
TCIM
19
TIAA CREF Investment Management
New York
$654M -$36.1M -244,369 -5%
JP Morgan Chase
20
JP Morgan Chase
New York
$654M -$101M -687,314 -13%
Legal & General Group
21
Legal & General Group
United Kingdom
$621M +$25.2M +170,855 +4%
Caisse de Depot et Placement du Quebec (CDPQ)
22
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$598M -$24.3M -164,849 -4%
Morgan Stanley
23
Morgan Stanley
New York
$558M -$124M -839,579 -17%
Nordea Investment Management
24
Nordea Investment Management
Sweden
$511M +$18M +121,934 +3%
Capital World Investors
25
Capital World Investors
California
$490M +$522M +3,535,480 New

IBM Hedge Fund Activity: Q3 2015 in Review

1,714 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q3 2015, worth a combined $83.4B — down 11% from $93.7B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of IBM and 70 opened new positions — a net loss of 16 holders — while 767 trimmed existing stakes and 628 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $522M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $198M.

  • 1,714 institutional investors held IBM (IBM) as of Q3 2015, down from 1,741 in Q2 2015.
  • Funds reported $83.4B of IBM stock for Q3 2015, down 11% quarter-over-quarter.
  • 70 funds opened new IBM positions in Q3 2015 and 86 closed out, a net change of -16 holders.
  • The largest IBM buyer in Q3 2015 was Capital World Investors, an estimated $522M added.
  • The largest IBM seller in Q3 2015 was Manulife (Manufacturers Life Insurance), an estimated $198M sold.

Based on aggregated 13F filings for Q3 2015.