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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
MPMG
251
Minneapolis Portfolio Management Group
Minnesota
$23M +$23.7M +156,876 New
DCM
252
Donaldson Capital Management
Indiana
$22.9M +$4.99M +32,998 +27%
SCM
253
SKBA Capital Management
California
$22.7M +$783K +5,178 +3%
FDCDDQ
254
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.5M +$8.59M +56,746 +59%
BC
255
Bruce & Co
Illinois
$22.5M +$6.33M +41,840 +38%
MNG
256
Manning & Napier Group
New York
$22.4M +$3.92M +25,908 +20%
William Blair & Company
257
William Blair & Company
Illinois
$22.3M +$625K +4,132 +3%
SWITC
258
Stewart West Indies Trading Company
Colorado
$22.3M
PSUF
259
People's United Financial
Connecticut
$22.3M +$577K +3,813 +3%
AIMCA
260
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$22.2M +$10M +66,421 +78%
WG
261
Welch Group
Alabama
$22.1M +$6.09M +40,281 +36%
Baird Financial Group
262
Baird Financial Group
Wisconsin
$22M +$2.09M +13,835 +10%
SRAM
263
Stone Ridge Asset Management
New York
$21.9M +$3.11M +20,527 +16%
Wolverine Trading
264
Wolverine Trading
Illinois
$21.9M +$358K +2,365 +2%
ACM
265
Azimuth Capital Management
Michigan
$21.8M -$187K -1,235 -0.8%
Cambridge Investment Research Advisors
266
Cambridge Investment Research Advisors
Iowa
$21.8M +$3.53M +23,313 +19%
WIC
267
Willis Investment Counsel
Georgia
$21.5M +$5.68M +37,551 +35%
MSV
268
MN Services Vermogensbeheer
Netherlands
$21.2M -$127K -837 -0.6%
MSE
269
MUFG Securities EMEA
United Kingdom
$20.6M +$4.67M +30,836 +28%
CEI
270
Clark Estates Inc
New York
$20.6M +$18M +119,108 +554%
ZIM
271
Zacks Investment Management
Illinois
$20.6M +$464K +3,066 +2%
LCM
272
Logan Capital Management
Pennsylvania
$20.5M +$588K +3,884 +3%
BS
273
Banco Santander
Spain
$20.4M +$20.4M +134,766 +3,020%
BTS
274
BB&T Securities
Virginia
$20.4M +$2.95M +19,467 +16%
NAM
275
Nissay Asset Management
Japan
$20.3M +$2.71M +17,922 +15%

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.