IBM
IBM
1,993 hedge funds and large institutions have $62.2B invested in IBM in 2020 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 830 increasing their positions, 770 reducing their positions, and 113 closing their positions.
36% more first-time investments, than exits
New positions opened: 154 | Existing positions closed: 113
10% more capital invested
Capital invested by funds: $56.6B → $62.2B (+$5.66B)
1% more funds holding
Funds holding: 1,972 → 1,993 (+21)
8% more repeat investments, than reductions
Existing positions increased: 830 | Existing positions reduced: 770
0.64% more ownership
Funds ownership: 60.08% → 60.72% (+0.64%)
14% less call options, than puts
Call options by funds: $1.42B | Put options by funds: $1.65B
15% less funds holding in top 10
Funds holding in top 10: 52 → 44 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$569M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
+$515M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$245M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$141M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$84.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$128M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$110M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$101M |
| 4 |
JP Morgan Chase
New York
|
-$100M |
| 5 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
|
-$99.6M |
IBM Hedge Fund Activity: Q2 2020 in Review
1,993 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q2 2020, worth a combined $62.2B — up 10% from $56.6B a quarter earlier.
Buyers outnumbered sellers: 154 funds opened new IBM positions and 113 closed out — a net gain of 41 holders — while 830 added to existing stakes and 770 trimmed.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $569M. The largest seller was BlackRock, cutting an estimated $128M.
- 1,993 institutional investors held IBM (IBM) as of Q2 2020, up from 1,972 in Q1 2020.
- Funds reported $62.2B of IBM stock for Q2 2020, up 10% quarter-over-quarter.
- 154 funds opened new IBM positions in Q2 2020 and 113 closed out, a net change of +41 holders.
- The largest IBM buyer in Q2 2020 was Capital Research Global Investors, an estimated $569M added.
- The largest IBM seller in Q2 2020 was BlackRock, an estimated $128M sold.
Based on aggregated 13F filings for Q2 2020.