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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
SIG
476
Schaller Investment Group
North Carolina
$7.14M
YMRC
477
Yorktown Management & Research Company
Virginia
$7.13M
O
478
OppenheimerFunds
New York
$7.08M -$5.6M -36,985 -43%
WSFS
479
Wilmington Savings Fund Society
Delaware
$7.07M -$60.2K -398 -0.8%
AF
480
Ally Financial
Michigan
$7.06M
PFM
481
Parsec Financial Management
North Carolina
$7.04M -$414K -2,739 -5%
ACC
482
Accident Compensation Corp
New Zealand
$7.04M -$380K -2,510 -5%
RMCM
483
Reynders McVeigh Capital Management
Massachusetts
$7M +$318K +2,101 +5%
Mirae Asset Global Investments
484
Mirae Asset Global Investments
South Korea
$7M +$585K +3,864 +9%
BFEC
485
Benjamin F. Edwards & Company
Missouri
$6.99M +$270K +1,785 +4%
SCM
486
Stonebridge Capital Management
California
$6.97M +$4.02M +26,593 +133%
SIRP
487
Shelter Insurance Retirement Plan
Missouri
$6.97M
DWA
488
Douglass Winthrop Advisors
New York
$6.96M -$303K -2,000 -4%
SBWIC
489
Schaper Benz & Wise Investment Counsel
Wisconsin
$6.95M +$178K +1,176 +3%
CCM
490
Cohen Capital Management
California
$6.87M
KRS
491
Kentucky Retirement Systems
Kentucky
$6.86M -$1.33M -8,770 -16%
Simplex Trading
492
Simplex Trading
Illinois
$6.74M -$6.17M -40,767 -47%
MYIA
493
Mount Yale Investment Advisors
Colorado
$6.74M +$6.95M +45,952 New
RJT
494
Raymond James Trust
Florida
$6.73M +$15.4K +102 +0.2%
TCOV
495
Trust Company of Vermont
Vermont
$6.68M -$35.4K -234 -0.5%
WTC
496
WhitTier Trust Company
Nevada
$6.62M +$288K +1,902 +4%
MERSOM
497
Municipal Employees' Retirement System of Michigan
Michigan
$6.58M
LS
498
Livforsakringsbolaget Skandia
Sweden
$6.57M
AMAL
499
Asset Management Advisors LLC
Oklahoma
$6.56M -$1.42M -9,393 -17%
Boston Partners
500
Boston Partners
Massachusetts
$6.55M -$210K -1,387 -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.