We are live on ! Find out more

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
ACP
776
Ashfield Capital Partners
California
$2.79M -$12.3K -81 -0.4%
FCBT
777
First Citizens Bank & Trust
North Carolina
$2.79M +$1.8M +11,888 +167%
FCH
778
Freestone Capital Holdings
Washington
$2.77M +$34.3K +227 +1%
AAIM
779
American Assets Investment Management
California
$2.76M +$1.58M +10,460 +125%
PPSG
780
Princeton Portfolio Strategies Group
New Jersey
$2.75M +$39.6K +262 +1%
SIC
781
Salem Investment Counselors
North Carolina
$2.74M -$704K -4,654 -20%
DCM
782
Dupont Capital Management
Delaware
$2.73M -$1.52M -10,057 -35%
NEI
783
Northwest & Ethical Investments
Ontario, Canada
$2.73M -$2.97M -19,623 -51%
CT
784
Cambridge Trust
Massachusetts
$2.73M -$172K -1,135 -6%
HT
785
HighTower Trust
Texas
$2.72M +$7.26K +48 +0.3%
CCP
786
Clifford Capital Partners
Utah
$2.71M +$19.1K +126 +0.7%
PP
787
Patten & Patten
Tennessee
$2.69M +$81.4K +538 +3%
III
788
Independent Investors Inc
New York
$2.68M -$31.6K -209 -1%
WS
789
Wedbush Securities
California
$2.67M +$350K +2,316 +15%
NAM
790
NTV Asset Management
West Virginia
$2.67M -$115K -759 -4%
Group One Trading
791
Group One Trading
Illinois
$2.67M +$2.72M +17,961 +8,594%
PFPT
792
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.66M -$167K -1,102 -6%
HSA
793
HBK Sorce Advisory
Pennsylvania
$2.66M +$26.2K +173 +1%
SNT
794
Security National Trust
West Virginia
$2.65M +$288K +1,905 +12%
CCFCSB
795
Cape Cod Five Cents Savings Bank
Massachusetts
$2.63M -$285K -1,886 -10%
RIM
796
Rampart Investment Management
Connecticut
$2.63M +$867K +5,733 +47%
CAM
797
Cacti Asset Management
Georgia
$2.61M +$69.6K +460 +3%
MNBTD
798
Moody National Bank Trust Division
Texas
$2.61M -$14.2K -94 -0.5%
ANI
799
American National Insurance
Texas
$2.6M
OIM
800
Orca Investment Management
Oregon
$2.6M -$13K -86 -0.5%

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.