IBM
IBM
1,816 hedge funds and large institutions have $93.8B invested in IBM in 2016 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 673 increasing their positions, 723 reducing their positions, and 74 closing their positions.
130% more first-time investments, than exits
New positions opened: 170 | Existing positions closed: 74
29% more funds holding in top 10
Funds holding in top 10: 91 → 117 (+26)
4% more funds holding
Funds holding: 1,754 → 1,816 (+62)
4% more capital invested
Capital invested by funds: $89.9B → $93.8B (+$3.87B)
0.17% more ownership
Funds ownership: 61.98% → 62.15% (+0.17%)
7% less repeat investments, than reductions
Existing positions increased: 673 | Existing positions reduced: 723
17% less call options, than puts
Call options by funds: $2.07B | Put options by funds: $2.48B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Asset Management One
Tokyo,
Japan
|
+$233M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$207M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$206M |
| 4 |
State Street
Boston,
Massachusetts
|
+$195M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$189M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$554M |
| 2 |
Bank of New York Mellon
New York
|
-$395M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$358M |
| 4 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
-$235M |
| 5 |
Barclays
London,
United Kingdom
|
-$147M |
IBM Hedge Fund Activity: Q4 2016 in Review
1,816 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q4 2016, worth a combined $93.8B — up 4.3% from $89.9B a quarter earlier.
Buyers outnumbered sellers: 170 funds opened new IBM positions and 74 closed out — a net gain of 96 holders — while 673 added to existing stakes and 723 trimmed.
The largest buyer was Asset Management One, adding an estimated $233M. The largest seller was Magellan Asset Management, exiting entirely with an estimated $554M sold.
- 1,816 institutional investors held IBM (IBM) as of Q4 2016, up from 1,754 in Q3 2016.
- Funds reported $93.8B of IBM stock for Q4 2016, up 4.3% quarter-over-quarter.
- 170 funds opened new IBM positions in Q4 2016 and 74 closed out, a net change of +96 holders.
- The largest IBM buyer in Q4 2016 was Asset Management One, an estimated $233M added.
- The largest IBM seller in Q4 2016 was Magellan Asset Management, an estimated $554M sold.
Based on aggregated 13F filings for Q4 2016.