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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
CG
526
Cutler Group
California
$6.16M +$5.86M +38,741 +1,201%
CNBT
527
Canandaigua National Bank & Trust
New York
$6.14M +$711K +4,698 +13%
TRIM
528
Thompson Rubinstein Investment Management
Oregon
$6.07M +$17.4K +115 +0.3%
VCA
529
Verdence Capital Advisors
Maryland
$6.03M -$320K -2,118 -5%
PA
530
Profund Advisors
Maryland
$6M +$892K +5,894 +17%
LG
531
Leuthold Group
Minnesota
$5.98M -$1.03M -6,811 -14%
RG
532
Rathbones Group
United Kingdom
$5.98M -$625K -4,133 -9%
1SB
533
1ST Source Bank
Indiana
$5.97M +$113K +749 +2%
RMA
534
Roffman Miller Associates
Pennsylvania
$5.96M -$364K -2,405 -6%
KWILP
535
Kiwi Wealth Investments Limited Partnership
New Zealand
$5.93M +$3.72M +24,616 +156%
B
536
Barings
North Carolina
$5.88M
MCM
537
Murphy Capital Management
New Jersey
$5.86M +$172K +1,137 +3%
MML Investors Services
538
MML Investors Services
Massachusetts
$5.81M +$265K +1,749 +5%
CK
539
Cohen Klingenstein
New York
$5.79M
BAM
540
Bruderman Asset Management
New York
$5.78M -$1.38M -9,120 -19%
PPCM
541
Pillar Pacific Capital Management
California
$5.74M +$211K +1,392 +4%
CNB
542
Camden National Bank
Maine
$5.72M -$77.6K -513 -1%
CFB
543
Cullen/Frost Bankers
Texas
$5.72M -$5.14K -34 -0.1%
MA
544
Montag & Associates
Georgia
$5.65M -$60.4K -399 -1%
Credit Agricole
545
Credit Agricole
France
$5.63M -$3.45M -22,824 -37%
SCA
546
Stonebridge Capital Advisors
Minnesota
$5.63M +$1.57M +10,363 +37%
SCA
547
Snowden Capital Advisors
New York
$5.58M +$1.64M +10,848 +40%
TCM
548
Tradition Capital Management
New Jersey
$5.55M +$807K +5,335 +16%
BFA
549
Bragg Financial Advisors
North Carolina
$5.54M -$439K -2,902 -7%
MDCM
550
Morgan Dempsey Capital Management
Wisconsin
$5.53M +$45.7K +302 +0.8%

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.