IBM
IBM
1,796 hedge funds and large institutions have $84.5B invested in IBM in 2017 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 632 increasing their positions, 876 reducing their positions, and 114 closing their positions.
0.3% less ownership
Funds ownership: 58.77% → 58.47% (-0.3%)
4% less funds holding
Funds holding: 1,863 → 1,796 (-67)
13% less capital inflows, than outflows
Capital inflows: $4.64B | Capital outflows: $5.31B
22% less call options, than puts
Call options by funds: $1.52B | Put options by funds: $1.95B
28% less repeat investments, than reductions
Existing positions increased: 632 | Existing positions reduced: 876
41% less funds holding in top 10
Funds holding in top 10: 115 → 68 (-47)
43% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 114
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$354M |
| 2 |
Flossbach Von Storch
Cologne,
Germany
|
+$316M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
+$308M |
| 4 |
Morgan Stanley
New York
|
+$244M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$233M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$1.65B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$267M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$189M |
| 4 |
D.E. Shaw & Co
New York
|
-$144M |
| 5 |
State Street
Boston,
Massachusetts
|
-$140M |
IBM Hedge Fund Activity: Q2 2017 in Review
1,796 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q2 2017, worth a combined $84.5B — down 12% from $96.5B a quarter earlier.
Sellers outnumbered buyers: 114 funds closed out of IBM and 65 opened new positions — a net loss of 49 holders — while 876 trimmed existing stakes and 632 added.
The largest buyer was Vanguard Group, adding an estimated $354M. The largest seller was Berkshire Hathaway, cutting an estimated $1.65B.
- 1,796 institutional investors held IBM (IBM) as of Q2 2017, down from 1,863 in Q1 2017.
- Funds reported $84.5B of IBM stock for Q2 2017, down 12% quarter-over-quarter.
- 65 funds opened new IBM positions in Q2 2017 and 114 closed out, a net change of -49 holders.
- The largest IBM buyer in Q2 2017 was Vanguard Group, an estimated $354M added.
- The largest IBM seller in Q2 2017 was Berkshire Hathaway, an estimated $1.65B sold.
Based on aggregated 13F filings for Q2 2017.