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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
SFG
576
Sather Financial Group
Texas
$4.97M -$2.17M -14,323 -30%
BAS
577
Brown Advisory Securities
Maryland
$4.96M +$1.91M +12,625 +60%
PDN
578
Pensionfund DSM Netherlands
Netherlands
$4.96M -$855K -5,648 -14%
MYAM
579
Meiji Yasuda Asset Management
Japan
$4.95M +$237K +1,569 +5%
AAM
580
Augustine Asset Management
Florida
$4.94M +$153K +1,010 +3%
CC
581
Cannell & Co
New York
$4.92M +$4.57M +30,177 +890%
GC
582
Grimes & Company
Massachusetts
$4.89M +$661K +4,372 +15%
DY
583
Dowling & Yahnke
California
$4.89M -$168K -1,110 -3%
GCM
584
Garland Capital Management
Washington
$4.88M +$586K +3,870 +13%
OPCM
585
Osborne Partners Capital Management
California
$4.88M
DWM
586
Dorchester Wealth Management
Quebec, Canada
$4.88M +$54.6K +361 +1%
PG
587
PEAK6 Group
Illinois
$4.88M +$2.99M +19,753 +147%
PC
588
Palo Capital
California
$4.87M +$457K +3,022 +10%
NAMA
589
Nikko Asset Management Americas
New York
$4.87M -$48.3M -318,918 -91%
MIM
590
Manitou Investment Management
Ontario, Canada
$4.86M -$1.67M -11,025 -25%
MGIA
591
Matthew Goff Investment Advisor
Texas
$4.85M -$9.83K -65 -0.2%
CI
592
Cigna Investments
Connecticut
$4.82M -$67.3K -445 -1%
WCF
593
West Coast Financial
California
$4.8M +$165K +1,093 +3%
RMSCM
594
R.M. Sincerbeaux Capital Management
New York
$4.78M
AMI
595
Amica Mutual Insurance
Rhode Island
$4.77M
LIA
596
LS Investment Advisors
Michigan
$4.76M -$131K -867 -3%
CAN
597
Cetera Advisor Networks
California
$4.75M +$479K +3,163 +11%
TAM
598
Tyers Asset Management
Texas
$4.75M +$1.98M +13,088 +68%
CBTWT
599
Community Bank & Trust (Waco, Texas)
Texas
$4.74M -$8.02K -53 -0.2%
DIA
600
Denver Investment Advisors
Colorado
$4.71M -$62.2K -411 -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.