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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
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$448M +$42.6M +281,676 +10%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$435M -$11.3M -74,838 -2%
LSV Asset Management
28
LSV Asset Management
Illinois
$431M +$23.4M +154,646 +6%
UBS Group
29
UBS Group
Switzerland
$424M -$17.3M -114,608 -4%
PPA
30
Parametric Portfolio Associates
Washington
$419M +$14.3M +94,480 +3%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$415M -$49.3M -326,168 -10%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$405M +$23.7M +156,869 +6%
TCIM
33
TIAA CREF Investment Management
New York
$395M -$26.9M -177,921 -6%
Barclays
34
Barclays
United Kingdom
$373M +$34.9M +230,536 +10%
Fidelity International
35
Fidelity International
Bermuda
$365M +$29.3M +193,606 +8%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$359M -$15.4M -102,089 -4%
T
37
Thomaspartners
Massachusetts
$352M +$10.4M +68,749 +3%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$352M -$17.7M -117,081 -5%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$327M -$11.7M -77,413 -3%
Invesco
40
Invesco
Georgia
$307M +$38.3M +253,429 +14%
CS
41
Credit Suisse
Switzerland
$296M -$31.1M -205,624 -9%
Mitsubishi UFJ Trust & Banking
42
Mitsubishi UFJ Trust & Banking
Japan
$294M -$891K -5,889 -0.3%
Capital Research Global Investors
43
Capital Research Global Investors
California
$292M -$50.3M -332,581 -14%
AllianceBernstein
44
AllianceBernstein
Tennessee
$288M -$24.3M -160,358 -8%
TA
45
Teachers Advisors
New York
$281M +$37.1M +245,531 +15%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$276M +$34.3M +226,882 +14%
AAMU
47
Amundi Asset Management US
Massachusetts
$272M +$25M +164,934 +10%
Massachusetts Financial Services
48
Massachusetts Financial Services
Massachusetts
$254M -$167M -1,100,619 -39%
Ameriprise
49
Ameriprise
Minnesota
$249M -$17.3M -114,267 -6%
First Trust Advisors
50
First Trust Advisors
Illinois
$237M +$9.99M +66,039 +4%

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.