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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
Citadel Advisors
276
Citadel Advisors
Florida
$20.3M -$229M -1,513,408 -92%
Treasurer of the State of North Carolina
277
Treasurer of the State of North Carolina
North Carolina
$20.2M +$20.4M +135,000 +5,340%
KFC
278
Klingenstein Fields & Co
New York
$20.1M -$33.1K -219 -0.2%
EIM
279
ExxonMobil Investment Management
Texas
$20.1M -$910K -6,015 -4%
OSAM
280
O'Shaughnessy Asset Management
Connecticut
$20.1M +$1.62M +10,730 +9%
HIMC
281
Heritage Investors Management Corp
Maryland
$19.6M -$653K -4,314 -3%
CB
282
Community Bank
New York
$19.6M -$615K -4,065 -3%
Jane Street
283
Jane Street
New York
$19.2M +$14.6M +96,216 +275%
ZIG
284
Zuckerman Investment Group
Illinois
$19.1M +$224K +1,479 +1%
BBHC
285
Brown Brothers Harriman & Co
New York
$19.1M -$252K -1,667 -1%
Man Group
286
Man Group
United Kingdom
$18.9M +$19.5M +129,174 New
MPI
287
Mairs & Power Inc
Minnesota
$18.7M -$944K -6,237 -5%
HAM
288
Highstreet Asset Management
Ontario, Canada
$18.6M -$1.43M -9,427 -7%
CS
289
Candriam SCA
Luxembourg
$18.4M +$7.08M +46,796 +59%
CSIC
290
Clifford Swan Investment Counsel
California
$18.4M -$126K -830 -0.7%
WB
291
WesBanco Bank
West Virginia
$18.4M -$398K -2,633 -2%
MSA
292
Mason Street Advisors
Wisconsin
$18.3M -$94.1K -622 -0.5%
KA
293
KLCM Advisors
Wisconsin
$18.3M +$7.21M +47,639 +62%
RFC
294
Regions Financial Corp
Alabama
$18.3M -$857K -5,663 -4%
AB
295
Amalgamated Bank
New York
$18.2M +$1.25M +8,271 +7%
DnB Asset Management
296
DnB Asset Management
Norway
$18.2M -$133M -877,286 -88%
PG
297
Pendal Group
Australia
$18.2M -$955K -6,311 -5%
Cohen & Steers
298
Cohen & Steers
New York
$18M +$24.5K +162 +0.1%
JGC
299
J. Goldman & Co
New York
$17.5M +$5.17M +34,198 +40%
DF
300
Donoghue Forlines
Massachusetts
$17.2M -$468K -3,096 -3%

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.