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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
676
ClearArc Capital
Ohio
$3.72M -$151 -1 -0%
PT
677
Plimoth Trust
Massachusetts
$3.72M +$244K +1,610 +7%
BFO
678
Boston Family Office
Massachusetts
$3.71M -$38.1K -252 -1%
FNT
679
First National Trust
Pennsylvania
$3.71M -$1.13M -7,472 -23%
EWM
680
Evercore Wealth Management
New York
$3.7M -$211K -1,393 -5%
BCM
681
Buckhead Capital Management
Georgia
$3.7M -$115K -758 -3%
EWM
682
Edge Wealth Management
New York
$3.69M +$148K +976 +4%
RVM
683
Robinson Value Management
Texas
$3.69M -$92.1K -609 -2%
NC
684
Numen Capital
United Kingdom
$3.68M +$3.8M +25,104 New
FNT
685
First Nebraska Trust
Nebraska
$3.68M -$87.1K -576 -2%
TG
686
TCW Group
California
$3.68M -$21.3M -140,860 -85%
CSS
687
Cubist Systematic Strategies
Connecticut
$3.67M -$7.58M -50,083 -67%
CS
688
Comerica Securities
Michigan
$3.67M +$12.1K +80 +0.3%
MA
689
Marshwinds Advisory
Georgia
$3.67M -$7.11K -47 -0.2%
HTI
690
Hikari Tsushin Inc
Japan
$3.66M
W
691
Wealthfront
California
$3.65M +$991K +6,551 +36%
GCAC
692
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.65M +$175K +1,156 +5%
LFAS
693
Level Four Advisory Services
Texas
$3.63M +$405K +2,674 +12%
PIM
694
Penobscot Investment Management
Massachusetts
$3.6M +$454 +3 +0%
TF
695
Tompkins Financial
New York
$3.58M +$9.38K +62 +0.3%
PS
696
Pensionfund Sabic
Netherlands
$3.58M +$665K +4,393 +22%
OWD
697
Osborn Williams & Donohoe
Ohio
$3.57M -$95.5K -631 -3%
PAG
698
Private Advisor Group
New Jersey
$3.55M -$4.89M -32,336 -57%
Fisher Asset Management
699
Fisher Asset Management
Washington
$3.55M -$143K -942 -4%
AAMA
700
Advanced Asset Management Advisors
Ohio
$3.54M -$3.93K -26 -0.1%

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.