We are live on ! Find out more

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
Truist Financial
426
Truist Financial
North Carolina
$8.66M -$614K -4,057 -6%
SI
427
Stephens Inc
Arkansas
$8.62M +$399K +2,635 +5%
RFM
428
Royal Fund Management
Florida
$8.54M +$850K +5,620 +11%
LNB
429
Ledyard National Bank
$8.53M +$533K +3,523 +6%
PWLP
430
Prio Wealth Limited Partnership
Massachusetts
$8.5M -$702K -4,639 -7%
HR
431
Howe & Rusling
New York
$8.47M +$3.74M +24,702 +75%
AIS
432
AlphaOne Investment Services
Pennsylvania
$8.47M +$1M +6,632 +13%
MCM
433
McRae Capital Management
New Jersey
$8.46M +$745K +4,925 +9%
VV
434
Verity & Verity
South Carolina
$8.45M +$91.2K +603 +1%
WA
435
WealthTrust Axiom
Pennsylvania
$8.4M +$88.8K +587 +1%
WJA
436
Williams Jones & Associates
New York
$8.38M +$160K +1,057 +2%
JFL
437
Jarislowsky, Fraser Ltd
Quebec, Canada
$8.36M -$755K -4,993 -8%
RIA
438
RPG Investment Advisory
California
$8.35M +$1.05M +6,919 +14%
MME
439
Meag Munich Ergo
Germany
$8.33M -$5.14M -33,963 -37%
MCIM
440
Meadow Creek Investment Management
Georgia
$8.32M +$3.47M +22,904 +68%
MA
441
MUFG Americas
New York
$8.24M -$637K -4,208 -7%
RWA
442
Ropes Wealth Advisors
Massachusetts
$8.23M +$174K +1,151 +2%
EA
443
Evanston Advisors
Illinois
$8.2M +$8.45M +55,876 New
Cerity Partners
444
Cerity Partners
New York
$8.17M +$2.28M +15,063 +37%
HC
445
Hourglass Capital
Texas
$8.15M +$318K +2,103 +4%
FSA
446
Franklin Street Advisors
North Carolina
$8.13M +$259K +1,710 +3%
MI
447
Markston International
New York
$8.12M -$54.8K -362 -0.7%
M
448
MOTCO
Texas
$8.12M +$435K +2,878 +5%
SGK
449
Steigerwald Gordon & Koch
Virginia
$8.11M -$78.7K -520 -0.9%
GWM
450
Geneos Wealth Management
Colorado
$8.08M +$217K +1,431 +3%

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.