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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
TCM
401
Tufton Capital Management
Maryland
$9.5M +$258K +1,702 +3%
EARNEST Partners
402
EARNEST Partners
Georgia
$9.49M +$1.05M +6,964 +12%
PAM
403
Panagora Asset Management
Massachusetts
$9.47M -$3.21M -21,232 -25%
DA
404
Denali Advisors
California
$9.47M -$4.51M -29,811 -32%
AIL
405
AGF Investments LLC
Ontario, Canada
$9.46M -$871K -5,756 -8%
FCI
406
Financial Counselors Inc
Kansas
$9.41M +$22.8K +151 +0.2%
NIA
407
Northstar Investment Advisors
Colorado
$9.33M +$1.5M +9,932 +19%
Pacer Advisors
408
Pacer Advisors
Pennsylvania
$9.26M +$2.23M +14,746 +30%
GIM
409
Goelzer Investment Management
Indiana
$9.24M -$35.1K -232 -0.4%
GH
410
GAM Holding
Switzerland
$9.21M +$2.27M +15,001 +31%
PAM
411
Private Asset Management
California
$9.19M +$109K +722 +1%
AAF
412
Andra AP-fonden
Sweden
$9.18M -$5.73M -37,843 -38%
SEI Investments
413
SEI Investments
Pennsylvania
$9.15M -$12.2M -80,352 -56%
CDH
414
Charles D. Hyman
$9.12M -$15.7K -104 -0.2%
CA
415
Cullinan Associates
Kentucky
$9.08M +$5.16M +34,117 +123%
LF
416
Lannebo Fonder
Sweden
$9.07M +$1.58M +10,460 +20%
OCM
417
Olstein Capital Management
New York
$9.05M +$317K +2,092 +4%
HCM
418
Howard Capital Management
Georgia
$8.89M +$757K +5,001 +9%
WPC
419
Waters Parkerson & Co
Louisiana
$8.84M +$883K +5,834 +11%
WT
420
Washington Trust
Rhode Island
$8.8M +$2.61M +17,251 +40%
JC
421
Jacobs & Co
California
$8.79M +$77.9K +515 +0.9%
CCM
422
Cadence Capital Management
Massachusetts
$8.76M -$69.9K -462 -0.8%
OMCS
423
Old Mutual Customised Solutions
South Africa
$8.75M +$538K +3,556 +6%
GI
424
Gradient Investments
Minnesota
$8.74M +$654K +4,324 +8%
Public Sector Pension Investment Board (PSP Investments)
425
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.66M +$1.6M +10,564 +22%

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.