IBM
IBM
1,736 hedge funds and large institutions have $78.6B invested in IBM in 2015 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 563 increasing their positions, 818 reducing their positions, and 106 closing their positions.
42% more first-time investments, than exits
New positions opened: 150 | Existing positions closed: 106
1% more funds holding
Funds holding: 1,714 → 1,736 (+22)
0.03% less ownership
Funds ownership: 61.69% → 61.66% (-0.03%)
6% less capital invested
Capital invested by funds: $83.4B → $78.6B (-$4.84B)
22% less call options, than puts
Call options by funds: $1.31B | Put options by funds: $1.66B
27% less funds holding in top 10
Funds holding in top 10: 95 → 69 (-26)
31% less repeat investments, than reductions
Existing positions increased: 563 | Existing positions reduced: 818
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$165M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$152M |
| 3 |
State Street
Boston,
Massachusetts
|
+$129M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$124M |
| 5 |
NC
Nicholas Company
Milwaukee,
Wisconsin
|
+$123M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$346M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$290M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$285M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$281M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$234M |
IBM Hedge Fund Activity: Q4 2015 in Review
1,736 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q4 2015, worth a combined $78.6B — down 5.8% from $83.4B a quarter earlier.
Buyers outnumbered sellers: 150 funds opened new IBM positions and 106 closed out — a net gain of 44 holders — while 563 added to existing stakes and 818 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $165M. The largest seller was Lazard Asset Management, cutting an estimated $346M.
- 1,736 institutional investors held IBM (IBM) as of Q4 2015, up from 1,714 in Q3 2015.
- Funds reported $78.6B of IBM stock for Q4 2015, down 5.8% quarter-over-quarter.
- 150 funds opened new IBM positions in Q4 2015 and 106 closed out, a net change of +44 holders.
- The largest IBM buyer in Q4 2015 was Bank of New York Mellon, an estimated $165M added.
- The largest IBM seller in Q4 2015 was Lazard Asset Management, an estimated $346M sold.
Based on aggregated 13F filings for Q4 2015.