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1,714 hedge funds and large institutions have $83.7B invested in IBM in 2016 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 644 increasing their positions, 741 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more funds holding in top 10

Funds holding in top 10: 69103 (+34)

7% more capital invested

Capital invested by funds: $78.6B → $83.7B (+$5.17B)

3.3% more ownership

Funds ownership: 61.66%64.96% (+3.3%)

1% more call options, than puts

Call options by funds: $1.9B | Put options by funds: $1.88B

0% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 102

1% less funds holding

Funds holding: 1,7361,714 (-22)

13% less repeat investments, than reductions

Existing positions increased: 644 | Existing positions reduced: 741

Holders
1,714
Holders Change
-22
Holders Change %
-1.27%
% of All Funds
45.66%
Holding in Top 10
103
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+49.28%
% of All Funds
2.74%
New
102
Increased
644
Reduced
741
Closed
102
Calls
$1.9B
Puts
$1.88B
Net Calls
+$25M
Net Calls Change
+$384M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$12.3B +$26.6M +208,000 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.22B -$606M -4,745,749 -8%
State Street
3
State Street
Massachusetts
$7.7B +$164M +1,287,444 +2%
BIT
4
BlackRock Institutional Trust
California
$3.52B +$8.33M +65,193 +0.3%
State Farm Mutual Automobile Insurance
5
State Farm Mutual Automobile Insurance
Illinois
$2.52B
Bank of New York Mellon
6
Bank of New York Mellon
New York
$2.15B +$5.53M +43,276 +0.3%
BFA
7
BlackRock Fund Advisors
California
$1.92B +$154M +1,207,113 +10%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.73B -$184M -1,437,980 -11%
Northern Trust
9
Northern Trust
Illinois
$1.67B +$4.59M +35,904 +0.3%
Norges Bank
10
Norges Bank
Norway
$1.34B -$33.6M -262,811 -3%
BG
11
BlackRock Group
United Kingdom
$1.13B +$9.91M +77,593 +1%
Bank of America
12
Bank of America
North Carolina
$1.08B -$88.9M -695,813 -9%
Wells Fargo
13
Wells Fargo
California
$1.01B +$84.2M +658,942 +10%
MAM
14
Magellan Asset Management
Australia
$954M -$95.6M -748,065 -10%
Morgan Stanley
15
Morgan Stanley
New York
$914M +$218M +1,708,340 +37%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$797M -$41.6M -325,748 -6%
Caisse de Depot et Placement du Quebec (CDPQ)
17
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$705M +$52.6M +412,124 +9%
Legal & General Group
18
Legal & General Group
United Kingdom
$691M +$13.1M +102,644 +2%
Capital World Investors
19
Capital World Investors
California
$659M +$83.5M +653,750 +17%
Capital Research Global Investors
20
Capital Research Global Investors
California
$597M +$292M +2,288,648 +125%
TCIM
21
TIAA CREF Investment Management
New York
$590M -$25.6M -200,171 -5%
Allianz Asset Management
22
Allianz Asset Management
Germany
$584M -$69M -540,141 -12%
Charles Schwab
23
Charles Schwab
California
$550M +$31.4M +245,464 +7%
JP Morgan Chase
24
JP Morgan Chase
New York
$540M -$180M -1,410,939 -27%
Invesco
25
Invesco
Georgia
$509M -$68.6M -536,771 -13%

IBM Hedge Fund Activity: Q1 2016 in Review

1,714 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2016, worth a combined $83.7B — up 6.6% from $78.6B a quarter earlier.

Fund positioning in IBM was balanced in Q1 2016: 102 funds opened new positions, 102 closed out, 644 added to existing stakes and 741 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $4.75B. The largest seller was Vanguard Group, cutting an estimated $606M.

  • 1,714 institutional investors held IBM (IBM) as of Q1 2016, down from 1,736 in Q4 2015.
  • Funds reported $83.7B of IBM stock for Q1 2016, up 6.6% quarter-over-quarter.
  • 102 funds opened new IBM positions in Q1 2016 and 102 closed out, a net change of 0 holders.
  • The largest IBM buyer in Q1 2016 was Royal London Asset Management, an estimated $4.75B added.
  • The largest IBM seller in Q1 2016 was Vanguard Group, an estimated $606M sold.

Based on aggregated 13F filings for Q1 2016.