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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
WSC
626
Wellington Shields & Co
New York
$4.35M +$3.18K +21 +0.1%
CA
627
Cetera Advisors
Colorado
$4.33M +$1.67M +11,058 +60%
SCM
628
Sterneck Capital Management
Missouri
$4.33M -$293K -1,937 -6%
JPMIA
629
J.P. Marvel Investment Advisors
Massachusetts
$4.29M +$9.53K +63 +0.2%
HDIM
630
Hanson & Doremus Investment Management
Vermont
$4.29M +$619K +4,090 +16%
AT
631
Argent Trust
Texas
$4.23M -$21K -139 -0.5%
HTC
632
Haverford Trust Company
Pennsylvania
$4.22M -$102K -673 -2%
FNBOO
633
First National Bank of Omaha
Nebraska
$4.22M -$138K -911 -3%
OP
634
Oldfield Partners
United Kingdom
$4.22M
IMOV
635
Investment Management of Virginia
Virginia
$4.21M -$17.1K -113 -0.4%
II
636
IFM Investors
Australia
$4.2M +$405K +2,674 +10%
EA
637
Edge Advisors
Georgia
$4.2M +$1.14M +7,544 +36%
Federated Hermes
638
Federated Hermes
Pennsylvania
$4.17M +$929K +6,141 +28%
BCM
639
Birmingham Capital Management
Alabama
$4.14M +$7.11K +47 +0.2%
SWM
640
SVA Wealth Management
Wisconsin
$4.12M +$212K +1,404 +5%
SWM
641
SeaCrest Wealth Management
New York
$4.1M +$396K +2,619 +10%
APFBOT
642
Amica Pension Fund Board of Trustees
Rhode Island
$4.1M
BA
643
Bridgewater Associates
Connecticut
$4.09M -$1.44M -9,530 -25%
FPFS
644
First Personal Financial Services
North Carolina
$4.09M -$1,000K -6,609 -19%
APSI
645
Asset Planning Services Inc
Louisiana
$4.08M +$103K +680 +3%
LK
646
Lumbard & Kellner
New Hampshire
$4.07M +$98.2K +649 +2%
WAM
647
Wealthspire Advisors (Maryland)
Maryland
$4.07M +$22.1K +146 +0.5%
SLI
648
Sumitomo Life Insurance
Japan
$4.05M -$184K -1,215 -4%
GFPC
649
Global Financial Private Capital
Florida
$4.03M +$339K +2,241 +9%
ACM
650
Argyle Capital Management
Pennsylvania
$4.02M -$84K -555 -2%

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.