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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
CTA
501
Chesley Taft & Associates
Illinois
$6.55M +$133K +878 +2%
EP
502
Elkfork Partners
Oregon
$6.54M +$2.72M +17,995 +68%
KCM
503
Kanawha Capital Management
Virginia
$6.52M +$453K +2,996 +7%
PWM
504
Patriot Wealth Management
Texas
$6.51M +$152K +1,003 +2%
BIM
505
Bridges Investment Management
Nebraska
$6.51M +$5.46M +36,116 +437%
UB
506
UMB Bank
Missouri
$6.5M +$39.6K +262 +0.6%
Capstone Investment Advisors
507
Capstone Investment Advisors
New York
$6.48M +$6.23M +41,173 +1,365%
BCM
508
Brookstone Capital Management
Illinois
$6.48M +$264K +1,743 +4%
LA
509
Lynch & Associates
Indiana
$6.45M +$436K +2,883 +7%
1IA
510
1834 Investment Advisors
Wisconsin
$6.45M +$4.11M +27,175 +162%
SWP
511
Stratos Wealth Partners
Ohio
$6.42M +$597K +3,949 +10%
SPC
512
Salient Private Client
Texas
$6.39M +$103K +682 +2%
WIA
513
Wealthstreet Investment Advisors
Texas
$6.38M +$293K +1,935 +5%
NB
514
NBT Bank
New York
$6.36M -$383K -2,529 -6%
JIC
515
Johnson Investment Counsel
Ohio
$6.34M -$479K -3,165 -7%
SCM
516
Sterling Capital Management
North Carolina
$6.31M +$345K +2,280 +6%
CIP
517
Convergence Investment Partners
Florida
$6.31M +$3.99M +26,376 +159%
ERSOT
518
Employees Retirement System of Texas
Texas
$6.29M -$633K -4,184 -9%
AAA
519
Adams Asset Advisors
Texas
$6.28M
SPIA
520
Steward Partners Investment Advisory
New York
$6.26M +$325K +2,149 +5%
LBC
521
Lowe Brockenbrough & Co
Virginia
$6.24M -$29.7K -196 -0.5%
FMII
522
Farmers & Merchants Investments Inc
Nebraska
$6.23M +$5.5M +36,368 +599%
SCI
523
SkyBridge Capital II
New York
$6.19M -$2.31M -15,236 -27%
SBH
524
Segall Bryant & Hamill
Illinois
$6.17M -$31.2K -206 -0.5%
CA
525
CapWealth Advisors
Tennessee
$6.16M +$73.4K +485 +1%

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.