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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
ST
601
Sentinel Trust
Texas
$4.7M +$249K +1,646 +5%
CCM
602
Catawba Capital Management
Virginia
$4.66M -$112K -742 -2%
CCMINC
603
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.66M +$87.3K +577 +2%
WC
604
Woodstock Corp
Massachusetts
$4.66M -$19.8K -131 -0.4%
RCYC
605
Richard C. Young & Co
Rhode Island
$4.65M +$257K +1,701 +6%
CM
606
Columbus Macro
Pennsylvania
$4.63M +$123K +814 +3%
FNBT
607
FineMark National Bank & Trust
Florida
$4.62M +$507K +3,351 +12%
GP
608
Greenline Partners
New York
$4.61M -$261K -1,724 -5%
CCM
609
Covington Capital Management
California
$4.59M +$2.05M +13,572 +77%
SCM
610
Shelton Capital Management
Colorado
$4.57M -$39.9K -264 -0.8%
FMBTD
611
First Midwest Bank Trust Division
Illinois
$4.57M -$520K -3,439 -10%
BCP
612
Blue Chip Partners
Michigan
$4.56M +$488K +3,226 +12%
QOP
613
Quinn Opportunity Partners
Virginia
$4.56M
BE
614
Bonness Enterprises
District of Columbia
$4.52M
VAS
615
Valicenti Advisory Services
New York
$4.44M +$3.92M +25,886 +594%
Natixis Advisors
616
Natixis Advisors
Massachusetts
$4.43M +$615K +4,067 +16%
VST
617
Van Strum & Towne
California
$4.41M -$47.4K -313 -1%
OAC
618
OMERS Administration Corp
Ontario, Canada
$4.4M -$1.12M -7,402 -20%
SSWM
619
Smith Salley Wealth Management
North Carolina
$4.39M +$2.07M +13,706 +85%
NCM
620
Novare Capital Management
North Carolina
$4.39M +$149K +988 +3%
CAM
621
Columbia Asset Management
Michigan
$4.38M +$267K +1,768 +6%
VFM
622
Viking Fund Management
North Dakota
$4.37M +$554K +3,661 +14%
PLFAM
623
Pineno Levin & Ford Asset Management
Virginia
$4.37M -$23.8K -157 -0.5%
VIA
624
Vantage Investment Advisors
Pennsylvania
$4.36M +$2.25M +14,849 +100%
CANC
625
Culbertson A N & Co
Virginia
$4.35M -$169K -1,120 -4%

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.