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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
CC
551
Courier Capital
New York
$5.5M -$3.6M -23,823 -39%
CAPTRUST Financial Advisors
552
CAPTRUST Financial Advisors
North Carolina
$5.47M +$3.15M +20,833 +121%
Envestnet Asset Management
553
Envestnet Asset Management
Illinois
$5.44M -$15.8M -104,480 -73%
BAC
554
Boys Arnold & Co
North Carolina
$5.44M -$20K -132 -0.3%
WFMPM
555
Woodley Farra Manion Portfolio Management
Indiana
$5.43M +$787K +5,200 +16%
CAM
556
Carret Asset Management
New York
$5.39M -$33.3K -220 -0.6%
ABC
557
Associated Banc-Corp
Wisconsin
$5.38M -$216K -1,430 -4%
Members Trust
558
Members Trust
Florida
$5.38M -$230K -1,519 -4%
Balyasny Asset Management
559
Balyasny Asset Management
Illinois
$5.37M -$11.1M -73,098 -67%
SBIA
560
Sheaff Brock Investment Advisors
Indiana
$5.36M +$1.61M +10,629 +41%
FM
561
Family Management
New York
$5.34M
BHA
562
Beech Hill Advisors
New York
$5.33M +$329K +2,176 +6%
IHL
563
Investment House LLC
California
$5.3M -$999K -6,603 -15%
LMGAM
564
Liberty Mutual Group Asset Management
Massachusetts
$5.3M
BB
565
Bell Bank
North Dakota
$5.28M +$38K +251 +0.7%
PP
566
Palladium Partners
Virginia
$5.12M +$118K +780 +2%
PCM
567
Parsons Capital Management
Rhode Island
$5.11M -$68.4K -452 -1%
Rafferty Asset Management
568
Rafferty Asset Management
New York
$5.08M +$5.24M +34,628 New
IIC
569
Ironwood Investment Counsel
Arizona
$5.06M -$42.5K -281 -0.8%
PL
570
Parthenon LLC
Kentucky
$5.05M -$158K -1,046 -3%
RB
571
Rodgers Brothers
Pennsylvania
$5.04M +$887K +5,862 +21%
GCA
572
Greenwood Capital Associates
South Carolina
$5.04M +$5.2M +34,342 New
WPIC
573
White Pine Investment Company
Michigan
$5.04M +$75.2K +497 +1%
FTC
574
Farmers Trust Company
Ohio
$5.01M +$4.67M +30,851 +926%
FWCM
575
Ferguson Wellman Capital Management
Oregon
$5M -$42.8K -283 -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.