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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
HAI
326
Hennessy Advisors Inc
California
$14.3M +$2.37M +15,639 +19%
LCS
327
Levin Capital Strategies
New York
$14.3M -$218K -1,438 -1%
AG
328
Advisor Group
Arizona
$14.3M -$263K -1,736 -2%
CAI
329
Capital Advisors Inc
Oklahoma
$14.2M +$14.7M +96,944 New
BCM
330
Bridgeway Capital Management
Texas
$14.2M
VHAM
331
Van Hulzen Asset Management
California
$14.1M +$1.41M +9,317 +11%
CIP
332
Chartwell Investment Partners
Pennsylvania
$14M +$1.87M +12,356 +15%
HEIP
333
Hudson Edge Investment Partners
New Jersey
$13.7M +$65.5K +433 +0.5%
GAM
334
Griffin Asset Management
New York
$13.4M +$189K +1,249 +1%
GIA
335
Granite Investment Advisors
New Hampshire
$13.4M +$1.61M +10,634 +13%
IIM
336
Intact Investment Management
Quebec, Canada
$13.3M +$1.58M +10,460 +13%
ECM
337
Estabrook Capital Management
New York
$13.3M +$659K +4,358 +5%
RGI
338
River Global Investors
United Kingdom
$13.2M +$1.07M +7,050 +8%
SAM
339
Securian Asset Management
Minnesota
$13.2M -$91.1K -602 -0.7%
SMDAM
340
Sumitomo Mitsui DS Asset Management
Japan
$13.1M +$743K +4,912 +6%
SIA
341
Sit Investment Associates
Minnesota
$13.1M +$13.5M +89,328 New
BHWM
342
Bar Harbor Wealth Management
New Hampshire
$13.1M -$12.3M -81,105 -48%
ACM
343
Aviance Capital Management
Florida
$12.9M +$5.47M +36,146 +69%
TF
344
TIAA FSB
Florida
$12.9M -$265K -1,749 -2%
Dodge & Cox
345
Dodge & Cox
California
$12.9M -$425K -2,811 -3%
WT
346
Whittier Trust
California
$12.8M +$439K +2,904 +3%
CIC
347
Canal Insurance Company
South Carolina
$12.7M
NMERB
348
New Mexico Educational Retirement Board
New Mexico
$12.6M -$206K -1,360 -2%
AL
349
Arnhold LLC
New York
$12.6M +$13M +85,690 New
BCM
350
Beddow Capital Management
Wyoming
$12.3M +$1.09M +7,184 +9%

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.