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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
ELC
301
Edgar Lomax Company
Virginia
$17.1M -$38.9M -257,018 -69%
MOACM
302
Mutual of America Capital Management
New York
$16.8M +$123K +813 +0.7%
TAM
303
Taylor Asset Management
Ontario, Canada
$16.8M +$17.6M +116,524 +2,476%
GIA
304
Guyasuta Investment Advisors
Pennsylvania
$16.8M -$455K -3,009 -3%
AIS
305
American Investment Services
Massachusetts
$16.6M +$647K +4,275 +4%
FBP
306
Flippin Bruce & Porter
Virginia
$16.6M +$2.09M +13,835 +14%
WF
307
Welch & Forbes
Massachusetts
$16M -$472K -3,117 -3%
BAAM
308
Baker Avenue Asset Management
California
$16M +$1.95M +12,885 +13%
CB
309
Commerce Bank
Missouri
$15.9M -$1.75M -11,580 -10%
TIP
310
Torray Investment Partners
Maryland
$15.9M +$200K +1,322 +1%
SAM
311
Silvercrest Asset Management
New York
$15.6M -$186K -1,232 -1%
FT
312
Fiduciary Trust
Massachusetts
$15.5M -$367K -2,427 -2%
CCT
313
Country Club Trust
Missouri
$15.4M +$338K +2,237 +2%
CCMG
314
Clark Capital Management Group
Pennsylvania
$15.4M +$15.1M +99,952 +2,083%
PA
315
Pinnacle Associates
New York
$15.3M +$1.1M +7,291 +8%
B
316
BP
United Kingdom
$15.3M
SIA
317
SeaBridge Investment Advisors
New Jersey
$14.9M +$1.74M +11,516 +13%
PAM
318
Palisade Asset Management
Minnesota
$14.8M +$921K +6,087 +6%
Lazard Asset Management
319
Lazard Asset Management
New York
$14.7M -$326K -2,154 -2%
PGFC
320
Peapack-Gladstone Financial Corp
New Jersey
$14.6M -$304K -2,011 -2%
Calamos Advisors
321
Calamos Advisors
Illinois
$14.5M +$702K +4,643 +5%
TRSOTSOK
322
Teachers Retirement System of the State of Kentucky
Kentucky
$14.4M -$79.1K -523 -0.5%
WBC
323
Westpac Banking Corp
Australia
$14.4M +$3.06M +20,193 +26%
TBA
324
Tower Bridge Advisors
Pennsylvania
$14.4M +$3.47M +22,905 +31%
DILIC
325
Dai-ichi Life Insurance Company
Japan
$14.3M +$1.42M +9,414 +11%

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.