IBM
IBM
1,909 hedge funds and large institutions have $56.5B invested in IBM in 2018 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 549 increasing their positions, 950 reducing their positions, and 214 closing their positions.
1% more first-time investments, than exits
New positions opened: 216 | Existing positions closed: 214
1% less funds holding
Funds holding: 1,924 → 1,909 (-15)
2.92% less ownership
Funds ownership: 57.65% → 54.72% (-2.9%)
13% less call options, than puts
Call options by funds: $1.53B | Put options by funds: $1.76B
29% less funds holding in top 10
Funds holding in top 10: 65 → 46 (-19)
42% less repeat investments, than reductions
Existing positions increased: 549 | Existing positions reduced: 950
52% less capital inflows, than outflows
Capital inflows: $3.92B | Capital outflows: $8.14B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$224M |
| 2 |
BlackRock
New York
|
+$219M |
| 3 |
D.E. Shaw & Co
New York
|
+$206M |
| 4 |
Credit Suisse
Zurich,
Switzerland
|
+$186M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
+$169M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
-$2.52B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$639M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$597M |
| 4 |
Morgan Stanley
New York
|
-$547M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$532M |
IBM Hedge Fund Activity: Q4 2018 in Review
1,909 of the 4,506 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q4 2018, worth a combined $56.5B — down 29% from $79.7B a quarter earlier.
Buyers outnumbered sellers: 216 funds opened new IBM positions and 214 closed out — a net gain of 2 holders — while 549 added to existing stakes and 950 trimmed.
The largest buyer was Vanguard Group, adding an estimated $224M. The largest seller was State Farm Mutual Automobile Insurance, exiting entirely with an estimated $2.52B sold.
- 1,909 institutional investors held IBM (IBM) as of Q4 2018, down from 1,924 in Q3 2018.
- Funds reported $56.5B of IBM stock for Q4 2018, down 29% quarter-over-quarter.
- 216 funds opened new IBM positions in Q4 2018 and 214 closed out, a net change of +2 holders.
- The largest IBM buyer in Q4 2018 was Vanguard Group, an estimated $224M added.
- The largest IBM seller in Q4 2018 was State Farm Mutual Automobile Insurance, an estimated $2.52B sold.
Based on aggregated 13F filings for Q4 2018.