IBM
IBM
1,962 hedge funds and large institutions have $73.5B invested in IBM in 2019 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 778 increasing their positions, 777 reducing their positions, and 86 closing their positions.
27% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 86
6% more capital inflows, than outflows
Capital inflows: $3.09B | Capital outflows: $2.91B
1% more funds holding
Funds holding: 1,950 → 1,962 (+12)
0.17% more ownership
Funds ownership: 56.9% → 57.07% (+0.17%)
0% more repeat investments, than reductions
Existing positions increased: 778 | Existing positions reduced: 777
9% less funds holding in top 10
Funds holding in top 10: 53 → 48 (-5)
13% less call options, than puts
Call options by funds: $1.88B | Put options by funds: $2.15B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$240M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$231M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$219M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$117M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$115M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$373M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$347M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$168M |
| 4 |
Renaissance Technologies
New York
|
-$161M |
| 5 |
D.E. Shaw & Co
New York
|
-$118M |
IBM Hedge Fund Activity: Q3 2019 in Review
1,962 of the 4,576 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q3 2019, worth a combined $73.5B — up 3.2% from $71.3B a quarter earlier.
Buyers outnumbered sellers: 109 funds opened new IBM positions and 86 closed out — a net gain of 23 holders — while 778 added to existing stakes and 777 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $240M. The largest seller was Schroder Investment Management Group, cutting an estimated $373M.
- 1,962 institutional investors held IBM (IBM) as of Q3 2019, up from 1,950 in Q2 2019.
- Funds reported $73.5B of IBM stock for Q3 2019, up 3.2% quarter-over-quarter.
- 109 funds opened new IBM positions in Q3 2019 and 86 closed out, a net change of +23 holders.
- The largest IBM buyer in Q3 2019 was Capital World Investors, an estimated $240M added.
- The largest IBM seller in Q3 2019 was Schroder Investment Management Group, an estimated $373M sold.
Based on aggregated 13F filings for Q3 2019.