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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
CCT
826
Chemung Canal Trust
New York
$2.42M -$1.07M -7,097 -30%
MG
827
Markel Group
Virginia
$2.41M
VFA
828
Valeo Financial Advisors
Indiana
$2.41M +$1.03M +6,820 +71%
BG
829
Bahl & Gaynor
Ohio
$2.4M +$6.96K +46 +0.3%
BWM
830
BerganKDV Wealth Management
Minnesota
$2.4M +$42.1K +278 +2%
Kovitz Investment Group Partners
831
Kovitz Investment Group Partners
Illinois
$2.37M +$626K +4,136 +34%
VC
832
Vestor Capital
Illinois
$2.36M -$244K -1,611 -9%
FAB
833
First American Bank
Illinois
$2.36M +$889K +5,878 +58%
BFO
834
Biltmore Family Office
North Carolina
$2.35M
PVWM
835
Point View Wealth Management
New Jersey
$2.35M +$53K +350 +2%
ANTB
836
AMG National Trust Bank
Colorado
$2.34M -$421K -2,781 -15%
SCI
837
S&CO Inc
Massachusetts
$2.34M
AT
838
Arden Trust
Delaware
$2.34M -$270K -1,783 -10%
QC
839
Quadrature Capital
United Kingdom
$2.34M -$1.85M -12,259 -43%
LWAC
840
Laurel Wealth Advisors (California)
California
$2.34M -$13.8K -91 -0.6%
CFG
841
Citizens Financial Group
Rhode Island
$2.32M -$424K -2,805 -15%
AF
842
Arrow Financial
New York
$2.32M -$115K -761 -5%
CL
843
Choreo LLC
Illinois
$2.31M -$29.2K -193 -1%
CIM
844
CIM Investment Management
Pennsylvania
$2.3M +$794K +5,251 +50%
PWW
845
Pettyjohn Wood & White
Virginia
$2.3M -$164K -1,081 -6%
HFA
846
High Falls Advisors
New York
$2.3M -$10.6K -70 -0.4%
WIC
847
Whitegate Investment Counselors
New Hampshire
$2.3M -$14.5K -96 -0.6%
BPC
848
Banque Pictet & Cie
Switzerland
$2.29M +$79.1K +523 +3%
MCM
849
Marathon Capital Management
Maryland
$2.27M +$1.54M +10,181 +192%
WI
850
WBI Investments
New Jersey
$2.26M -$8.91M -58,877 -79%

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.