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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
HSBC Holdings
51
HSBC Holdings
United Kingdom
$236M -$53.1M -350,940 -18%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$234M -$4.63M -30,609 -2%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$232M -$7.05M -46,574 -3%
Renaissance Technologies
54
Renaissance Technologies
New York
$232M -$254M -1,676,947 -51%
Schroder Investment Management Group
55
Schroder Investment Management Group
United Kingdom
$229M -$203M -1,341,535 -46%
Canada Pension Plan Investment Board
56
Canada Pension Plan Investment Board
Ontario, Canada
$229M +$21.2M +139,860 +10%
PP
57
Prudential plc
United Kingdom
$229M +$5.09M +33,609 +2%
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$228M -$2.32M -15,343 -1%
Allianz Asset Management
59
Allianz Asset Management
Germany
$228M -$86.3M -570,577 -27%
Principal Financial Group
60
Principal Financial Group
Iowa
$224M -$250K -1,654 -0.1%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$221M -$3.62M -23,949 -2%
EVM
62
Eaton Vance Management
Massachusetts
$216M +$107M +705,417 +92%
Asset Management One
63
Asset Management One
Japan
$213M +$105K +696 +0%
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$200M -$341M -2,256,337 -62%
Two Sigma Advisers
65
Two Sigma Advisers
New York
$187M +$38.1M +251,545 +25%
Canada Life
66
Canada Life
Manitoba, Canada
$179M +$380K +2,512 +0.2%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$178M -$5.99M -39,577 -3%
Flossbach Von Storch
68
Flossbach Von Storch
Germany
$177M -$245M -1,619,261 -57%
Stifel Financial
69
Stifel Financial
Missouri
$175M +$29.4M +194,628 +20%
American Century Companies
70
American Century Companies
Missouri
$167M -$62.4M -412,143 -27%
State of Wisconsin Investment Board
71
State of Wisconsin Investment Board
Wisconsin
$162M +$13.8M +90,949 +9%
Prudential Financial
72
Prudential Financial
New Jersey
$160M -$42.7M -282,064 -21%
Citigroup
73
Citigroup
New York
$157M -$289K -1,911 -0.2%
Adage Capital Partners
74
Adage Capital Partners
Massachusetts
$156M -$31.8M -210,351 -16%
Alyeska Investment Group
75
Alyeska Investment Group
Illinois
$155M -$120M -793,261 -43%

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.