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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
AP
801
Advisor Partners
California
$2.6M +$340K +2,247 +15%
ACS
802
Archford Capital Strategies
Illinois
$2.59M
CT
803
Coastline Trust
Rhode Island
$2.59M +$162K +1,072 +6%
SFG
804
SevenBridge Financial Group
Pennsylvania
$2.57M +$622K +4,108 +31%
VAM
805
Visionary Asset Management
Texas
$2.53M -$31.5K -208 -1%
WSCM
806
Wellington Shields Capital Management
New York
$2.53M +$529K +3,497 +25%
DAS
807
Dynamic Advisor Solutions
Arizona
$2.51M +$88.8K +587 +4%
ST
808
Smithfield Trust
Pennsylvania
$2.49M -$23.3K -154 -0.9%
ECM
809
Everence Capital Management
Indiana
$2.49M
SRC
810
Shufro Rose & Co
New York
$2.49M +$44.8K +296 +2%
NSIM
811
North Star Investment Management
Illinois
$2.49M +$160K +1,060 +7%
HIC
812
Hartline Investment Corp
Illinois
$2.48M +$2.56M +16,934 New
NCM
813
Narwhal Capital Management
Georgia
$2.48M -$524K -3,462 -17%
VNA
814
VNBTrust National Association
Virginia
$2.46M
BRC
815
Bell Rock Capital
Delaware
$2.45M +$779K +5,152 +44%
SCM
816
Schnieders Capital Management
California
$2.45M -$8.62K -57 -0.3%
AMIM
817
Aull & Monroe Investment Management
Alabama
$2.45M +$47.5K +314 +2%
LNWWM
818
Laird Norton Wetherby Wealth Management
California
$2.44M +$68.4K +452 +3%
NFG
819
Next Financial Group
Texas
$2.44M +$1.31M +8,650 +109%
SYBT
820
Stock Yards Bank & Trust
Kentucky
$2.44M -$379K -2,504 -13%
MAM
821
Meeder Asset Management
Ohio
$2.44M -$1.78M -11,781 -41%
EF
822
Exeter Financial
Arizona
$2.43M +$472K +3,119 +23%
PCTC
823
Perkins Coie Trust Company
Washington
$2.43M +$67.3K +445 +3%
Cetera Investment Advisers
824
Cetera Investment Advisers
Illinois
$2.42M +$264K +1,744 +12%
PAM
825
Premier Asset Management
Illinois
$2.42M +$519K +3,431 +26%

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.