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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
RW
701
Rand Wealth
Maryland
$3.54M -$140K -923 -4%
HAG
702
HighPoint Advisor Group
Illinois
$3.53M +$51K +337 +1%
LCM
703
Laurion Capital Management
New York
$3.52M -$5M -33,038 -58%
AI
704
Atria Investments
North Carolina
$3.52M -$181K -1,193 -5%
RC
705
RBO & Co
California
$3.51M
Wealth Enhancement Advisory Services
706
Wealth Enhancement Advisory Services
Minnesota
$3.49M -$296K -1,954 -8%
ASN
707
Advisory Services Network
Georgia
$3.48M +$1.02M +6,725 +40%
DBT
708
Dubuque Bank & Trust
Iowa
$3.48M +$210K +1,387 +6%
AIA
709
AIMZ Investment Advisors
California
$3.47M +$605 +4 +0%
JFGIW
710
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.47M +$522K +3,449 +17%
HA
711
Halsey Associates
Connecticut
$3.46M -$85.5K -565 -2%
CMO
712
Covenant Multifamily Offices
Texas
$3.46M +$3.57M +23,567 New
IR
713
IAT Reinsurance
New York
$3.43M
AWM
714
AE Wealth Management
Kansas
$3.43M +$30K +198 +0.9%
TWA
715
TCI Wealth Advisors
Arizona
$3.42M -$17.2K -114 -0.5%
MFG
716
Monte Financial Group
Connecticut
$3.41M +$150K +993 +4%
FIM
717
Freedom Investment Management
Connecticut
$3.41M +$802K +5,304 +30%
OA
718
Outfitter Advisors
Virginia
$3.4M -$1.56M -10,340 -31%
MIM
719
Marco Investment Management
Georgia
$3.4M +$1.21M +7,977 +52%
RWP
720
RWA Wealth Partners
Massachusetts
$3.39M -$1.04M -6,843 -23%
MAA
721
Matrix Asset Advisors
New York
$3.35M +$34.6K +229 +1%
AIC
722
Argus Investors Counsel
New York
$3.35M -$154K -1,019 -4%
GJIC
723
Gamble Jones Investment Counsel
California
$3.35M -$365K -2,413 -10%
CB
724
Cadence Bank
Mississippi
$3.33M +$139K +919 +4%
MKC
725
M. Kraus & Co
Vermont
$3.33M +$284K +1,875 +9%

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.