IBM
IBM
1,726 hedge funds and large institutions have $85.1B invested in IBM in 2016 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 611 increasing their positions, 773 reducing their positions, and 67 closing their positions.
42% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 67
1% more funds holding
Funds holding: 1,714 → 1,726 (+12)
0% more capital invested
Capital invested by funds: $84.9B → $85.1B (+$210M)
0.04% more ownership
Funds ownership: 58.39% → 58.42% (+0.04%)
14% less call options, than puts
Call options by funds: $2.1B | Put options by funds: $2.44B
16% less funds holding in top 10
Funds holding in top 10: 103 → 87 (-16)
21% less repeat investments, than reductions
Existing positions increased: 611 | Existing positions reduced: 773
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$740M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$478M |
| 3 |
Morgan Stanley
New York
|
+$209M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$182M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$146M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$431M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$404M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$229M |
| 4 |
State Street
Boston,
Massachusetts
|
-$206M |
| 5 |
Flossbach Von Storch
Cologne,
Germany
|
-$123M |
IBM Hedge Fund Activity: Q2 2016 in Review
1,726 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q2 2016, worth a combined $85.1B — up 0.25% from $84.9B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new IBM positions and 67 closed out — a net gain of 28 holders — while 611 added to existing stakes and 773 trimmed.
The largest buyer was Bank of America, adding an estimated $740M. The largest seller was Magellan Asset Management, cutting an estimated $431M.
- 1,726 institutional investors held IBM (IBM) as of Q2 2016, up from 1,714 in Q1 2016.
- Funds reported $85.1B of IBM stock for Q2 2016, up 0.25% quarter-over-quarter.
- 95 funds opened new IBM positions in Q2 2016 and 67 closed out, a net change of +28 holders.
- The largest IBM buyer in Q2 2016 was Bank of America, an estimated $740M added.
- The largest IBM seller in Q2 2016 was Magellan Asset Management, an estimated $431M sold.
Based on aggregated 13F filings for Q2 2016.