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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
OAM
351
Oppenheimer Asset Management
New York
$12.3M +$2.19M +14,482 +21%
SPC
352
Stewart & Patten Company
California
$12.1M +$148K +975 +1%
JGUA
353
John G. Ullman & Associates
New York
$12.1M +$1.85M +12,247 +17%
FMI
354
Factory Mutual Insurance
Massachusetts
$12M
CIBC Asset Management
355
CIBC Asset Management
Ontario, Canada
$12M -$597K -3,945 -5%
Rockefeller Capital Management
356
Rockefeller Capital Management
New York
$12M +$12.4M +81,819 New
MIM
357
Montgomery Investment Management
Maryland
$11.9M +$7.87K +52 +0.1%
SF
358
Synovus Financial
Georgia
$11.9M -$62K -410 -0.5%
ABTD
359
Arvest Bank Trust Division
Oklahoma
$11.9M -$117K -772 -0.9%
RCM
360
Radnor Capital Management
Pennsylvania
$11.8M -$54K -357 -0.4%
COPPSERS
361
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$11.8M -$56.4K -373 -0.5%
BC
362
Bartlett & Co
Ohio
$11.8M -$279K -1,841 -2%
BCWM
363
Bartlett & Co Wealth Management
Ohio
$11.8M +$12.1M +80,143 New
FTIOP
364
Fiduciary Trust International of Pennsylvania
Pennsylvania
$11.7M -$44.8K -296 -0.4%
Los Angeles Capital Management
365
Los Angeles Capital Management
California
$11.5M -$12M -79,258 -50%
SIP
366
Stoneridge Investment Partners
Pennsylvania
$11.3M +$2.72K +18 +0%
BF
367
BOK Financial
Oklahoma
$11.3M +$84.7K +560 +0.7%
UR
368
USCA RIA
Texas
$11.2M +$1.57M +10,367 +16%
FHA
369
First Horizon Advisors
Tennessee
$11.1M +$413K +2,728 +4%
JIR
370
James Investment Research
Ohio
$10.9M +$8.57M +56,672 +316%
SW
371
SVB Wealth
Massachusetts
$10.9M -$724K -4,786 -6%
RFA
372
Reilly Financial Advisors
California
$10.9M +$582K +3,846 +5%
BAM
373
Bell Asset Management
Australia
$10.9M +$11.7K +77 +0.1%
BBA
374
BLB&B Advisors
Pennsylvania
$10.8M -$588K -3,886 -5%
DIA
375
Davidson Investment Advisors
Montana
$10.8M +$3.65M +24,120 +49%

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.