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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
PI
376
PineBridge Investments
New York
$10.8M -$17.8M -117,602 -62%
Daiwa Securities Group
377
Daiwa Securities Group
Japan
$10.6M -$4.18M -27,607 -37%
FAAS
378
First Allied Advisory Services
California
$10.6M +$390K +2,580 +4%
TSS
379
Two Sigma Securities
New York
$10.6M +$10.4M +68,932 +2,082%
TNBTD
380
Trustmark National Bank Trust Department
Mississippi
$10.6M +$537K +3,547 +5%
BFS
381
Bradley Foster & Sargent
Connecticut
$10.5M -$53.6K -354 -0.5%
RC
382
RegentAtlantic Capital
New Jersey
$10.5M -$16.6K -110 -0.2%
CGH
383
Crossmark Global Holdings
Texas
$10.5M -$10.5M -69,114 -49%
FPCG
384
Fort Pitt Capital Group
Pennsylvania
$10.4M -$124K -821 -1%
GF
385
Gabelli Funds
New York
$10.3M -$158K -1,046 -1%
GWM
386
Greenwich Wealth Management
Connecticut
$10.2M -$21.8K -144 -0.2%
SMI
387
Shelter Mutual Insurance
Missouri
$10.1M
NRS
388
Neville Rodie & Shaw
New York
$10.1M -$152K -1,002 -1%
CIA
389
Capital Investment Advisors
Georgia
$10.1M +$764K +5,049 +8%
GHCM
390
Glen Harbor Capital Management
California
$10.1M +$4.21M +27,811 +68%
OTPPB
391
Ontario Teachers' Pension Plan Board
Ontario, Canada
$9.96M -$1.38M -9,121 -12%
Walleye Trading
392
Walleye Trading
New York
$9.96M +$1.91M +12,595 +23%
SCP
393
Seizert Capital Partners
Michigan
$9.89M +$2.23M +14,737 +28%
BC
394
Burney Company
Virginia
$9.84M -$1.06M -6,985 -9%
DC
395
Davenport & Co
Virginia
$9.84M +$1.33M +8,815 +15%
SCM
396
Saba Capital Management
New York
$9.82M +$2.56M +16,935 +34%
RIM
397
Redpoint Investment Management
Australia
$9.8M -$34.5K -228 -0.3%
DWM
398
Doyle Wealth Management
Florida
$9.74M +$9.27M +61,273 +1,192%
SIM
399
Sentry Investment Management
Wisconsin
$9.74M -$1.01M -6,661 -9%
WAM
400
World Asset Management
Michigan
$9.51M -$3.15M -20,841 -24%

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.