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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
SSB
651
Sandy Spring Bank
Maryland
$3.99M -$83.7K -553 -2%
FB
652
Fulton Bank
Pennsylvania
$3.98M +$605 +4 +0%
SC
653
Searle & Co
Connecticut
$3.97M -$20.6K -136 -0.5%
WTFG
654
Wells Trecaso Financial Group
Ohio
$3.97M +$303K +2,002 +8%
GC
655
Gratus Capital
Georgia
$3.96M -$64.9K -429 -2%
FNFDCM
656
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.96M +$3.93K +26 +0.1%
BFIM
657
Beese Fulmer Investment Management
Ohio
$3.96M +$149K +982 +4%
FPTW
658
Franklin, Parlapiano, Turner & Welch
Texas
$3.96M +$16K +106 +0.4%
MC
659
Moors & Cabot
Massachusetts
$3.95M +$418K +2,765 +11%
IP
660
Intellectus Partners
California
$3.91M -$99.4K -657 -2%
AIP
661
Ameritas Investment Partners
Nebraska
$3.9M -$147K -971 -4%
LDB
662
Lee, Danner & Bass
Tennessee
$3.9M -$161K -1,062 -4%
PFSC
663
Peoples Financial Services Corp
Pennsylvania
$3.9M
CBT
664
Capital Bank & Trust
California
$3.87M -$155K -1,022 -4%
LW
665
Linscomb Wealth
Texas
$3.87M +$3.48M +22,968 +675%
AIA
666
Allied Investment Advisors
Montana
$3.86M +$193K +1,276 +5%
DWM
667
Darwin Wealth Management
Florida
$3.85M +$129K +854 +3%
EOJOAM
668
E. Ohman J:or Asset Management
Sweden
$3.84M -$222K -1,464 -5%
CAM
669
Cubic Asset Management
Massachusetts
$3.82M +$139K +922 +4%
CHC
670
City Holding Co
West Virginia
$3.82M +$109K +720 +3%
ZCA
671
Zeke Capital Advisors
Pennsylvania
$3.81M +$956K +6,320 +32%
EFS
672
Essex Financial Services
Connecticut
$3.77M -$35K -231 -0.9%
AIS
673
Accurate Investment Solutions
Pennsylvania
$3.76M +$3.62M +23,925 +1,384%
CIC
674
Carnegie Investment Counsel
Ohio
$3.73M -$365K -2,412 -8%
MIH
675
Meitav Investment House
Israel
$3.72M -$477K -3,152 -11%

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.