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1,970 hedge funds and large institutions have $80.8B invested in IBM in 2018 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 847 increasing their positions, 757 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more funds holding in top 10

Funds holding in top 10: 7692 (+16)

20% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 101

12% more repeat investments, than reductions

Existing positions increased: 847 | Existing positions reduced: 757

0.16% more ownership

Funds ownership: 59.69%59.84% (+0.16%)

0% less funds holding

Funds holding: 1,9751,970 (-5)

0% less capital invested

Capital invested by funds: $81B → $80.8B (-$209M)

12% less call options, than puts

Call options by funds: $1.86B | Put options by funds: $2.11B

Holders
1,970
Holders Change
-5
Holders Change %
-0.25%
% of All Funds
45.14%
Holding in Top 10
92
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+21.05%
% of All Funds
2.11%
New
121
Increased
847
Reduced
757
Closed
101
Calls
$1.86B
Puts
$2.11B
Net Calls
-$245M
Net Calls Change
+$245M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
226
Sabal Trust
Florida
$25.6M +$2.54M +16,785 +11%
DRZID
227
DePrince Race & Zollo Inc (DRZ)
Florida
$25.6M -$584K -3,862 -2%
AIP
228
ARS Investment Partners
New York
$25.5M +$9.66M +63,860 +58%
CIBC Private Wealth Group
229
CIBC Private Wealth Group
Georgia
$25.4M +$2.16M +14,281 +9%
XK
230
Xact Kapitalforvaltning
Sweden
$25.4M +$1.45M +9,571 +6%
OC
231
Oppenheimer & Co
New York
$25.1M +$2.5M +16,543 +11%
OA
232
Oak Associates
Ohio
$25M +$2.12K +14 +0%
BHC
233
Bowen Hanes & Co
Florida
$24.9M +$1.56M +10,324 +6%
SC
234
Scotia Capital
Ontario, Canada
$24.9M +$4.56M +30,130 +22%
PR
235
Payden & Rygel
California
$24.7M +$11M +72,969 +76%
MLICM
236
Metropolitan Life Insurance Company (MetLife)
New York
$24.5M +$38.9K +257 +0.2%
SDIC
237
South Dakota Investment Council
South Dakota
$24.5M -$28.3K -187 -0.1%
BNP Paribas Asset Management
238
BNP Paribas Asset Management
France
$24.5M +$511K +3,378 +2%
Macquarie Group
239
Macquarie Group
Australia
$24.4M -$3.95M -26,134 -14%
HNB
240
Huntington National Bank
Ohio
$24.3M -$438K -2,895 -2%
RI
241
RWWM Inc
California
$24.3M +$1.23M +8,128 +5%
URS
242
Utah Retirement Systems
Utah
$24.2M +$31.6K +209 +0.1%
DP
243
Dearborn Partners
Illinois
$24.1M -$708K -4,678 -3%
ARMC
244
American Research & Management Company
Massachusetts
$24.1M -$436K -2,879 -2%
NMIMC
245
Northwestern Mutual Investment Management Company
Wisconsin
$23.9M -$6.1M -40,311 -20%
Public Employees Retirement Association of Colorado
246
Public Employees Retirement Association of Colorado
Colorado
$23.8M -$2.06M -13,645 -8%
CBOA
247
Commonwealth Bank of Australia
Australia
$23.8M -$3.41M -22,539 -12%
ACM
248
Advisors Capital Management
New Jersey
$23.8M +$1.6M +10,603 +7%
ZIG
249
Zurich Insurance Group
Switzerland
$23.6M +$788K +5,206 +3%
SG Americas Securities
250
SG Americas Securities
New York
$23.3M +$1.35M +8,922 +6%

IBM Hedge Fund Activity: Q1 2018 in Review

1,970 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2018, worth a combined $80.8B — down 0.26% from $81B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new IBM positions and 101 closed out — a net gain of 20 holders — while 847 added to existing stakes and 757 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $408M. The largest seller was D.E. Shaw & Co, cutting an estimated $341M.

  • 1,970 institutional investors held IBM (IBM) as of Q1 2018, down from 1,975 in Q4 2017.
  • Funds reported $80.8B of IBM stock for Q1 2018, down 0.26% quarter-over-quarter.
  • 121 funds opened new IBM positions in Q1 2018 and 101 closed out, a net change of +20 holders.
  • The largest IBM buyer in Q1 2018 was Arrowstreet Capital, an estimated $408M added.
  • The largest IBM seller in Q1 2018 was D.E. Shaw & Co, an estimated $341M sold.

Based on aggregated 13F filings for Q1 2018.