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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
LSERS
451
Louisiana State Employees Retirement System
Louisiana
$8.02M +$31.6K +209 +0.4%
MPM
452
Meritage Portfolio Management
Kansas
$8M +$1.83M +12,069 +28%
AAM
453
AR Asset Management
California
$7.99M -$15.9K -105 -0.2%
Northwestern Mutual Wealth Management
454
Northwestern Mutual Wealth Management
Wisconsin
$7.98M +$98.3K +650 +1%
V
455
Veritable
Delaware
$7.82M -$623K -4,115 -7%
Mariner
456
Mariner
Kansas
$7.79M +$3.87M +25,546 +93%
GG
457
Greenwood Gearhart
Arkansas
$7.77M +$678K +4,484 +9%
SAMH
458
Shanda Asset Management Holdings
British Virgin Islands
$7.67M
DCCA
459
D.C. Capital Advisors
New York
$7.67M +$7.91M +52,300 New
CTC
460
Central Trust Company
Missouri
$7.67M +$790K +5,221 +11%
VW
461
Vantage Wealth
California
$7.6M +$309K +2,039 +4%
AI
462
Amplify Investments
Illinois
$7.59M +$7.83M +51,781 New
Thrivent Financial for Lutherans
463
Thrivent Financial for Lutherans
Minnesota
$7.55M +$304K +2,007 +4%
ONB
464
Old National Bancorp
Indiana
$7.52M +$623K +4,117 +9%
Marshall Wace
465
Marshall Wace
United Kingdom
$7.5M +$7.73M +51,123 New
LI
466
Lafayette Investments
Maryland
$7.5M +$14.5K +96 +0.2%
GIM
467
Grassi Investment Management
California
$7.49M +$5.94M +39,256 +332%
TU
468
TDAM USA
Ontario, Canada
$7.48M -$813K -5,375 -10%
AC
469
AFAM Capital
Texas
$7.47M +$308K +2,037 +4%
ISL
470
Ingalls & Snyder LLC
New York
$7.43M +$1.12M +7,407 +17%
Hudson Bay Capital Management
471
Hudson Bay Capital Management
Connecticut
$7.42M -$4.95M -32,692 -39%
LC
472
Lourd Capital
California
$7.39M -$83.8K -554 -1%
GCMG
473
Gyroscope Capital Management Group
Florida
$7.28M +$73.5K +486 +1%
VDBMI
474
Van Den Berg Management I
Texas
$7.24M -$3.78M -24,985 -34%
RBA
475
Richard Bernstein Advisors
New York
$7.2M

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.